Retail Memberships
- Steps to Create a Retail Membership
- Member Enrollment with Enrollment Links
- How to Attach a Membership to a Patient
- Guide to Signing Up Children for Pediatric Memberships
- Managing a Membership from a Patient's Chart
- Add New Agreements, Documents, or Terms to Your Memberships
- How Autopay Works
- Uploading Patient-Signed Documents to a Membership in the Patient Chart
- Can I Pause a Deferred Membership?
- How to Archive a Membership Plan
- Member Ageing Out Notification
- Managing Invoices After Membership Cancellation
- How to Change the Payment Method for an Active Membership
- Creating a Coverage Policy for Retail Memberships
- How to Register a Pediatric Patient to Membership
- Adding a new patient to an existing membership
- Adding Patients Outside a Membership Seat Age Range