How to Change the Payer and Payment Method for an Active Membership

Updating the payer or payment method for an active membership ensures future billings are correctly processed. You can adjust who is responsible for payment and also change the payment method.

Step 1: Access the Payments Tab

• Go to the patient chart and navigate to the Payments tab.

Step 2: Locate the Membership Plan

• Find the patient’s membership plan in the Payments tab.
• Click on the three-dot button next to the plan.
• From the options that appear, select View details.

Step 3: Edit the Payer Information

• A side screen will pop up.
• Locate the Edit button next to the Payer section and click it.

In this view, you can update:

• Patient (Payer) – Use the dropdown to select a different patient as the payer.
• Payment Method – Switch the payment method on file to another available option.
• After making changes, click Save to confirm.

Step 4: Enable Autopay

• Navigate to the Billing Settings area.

• Turn on Autopay to ensure future invoices are automatically processed.

  

  
  

And That’s It!

You’ve successfully updated the payer or payment method for the active membership. This ensures billing continues without interruption and charges are directed to the correct person and payment method.

If you encounter any issues or have further questions, contact our support team.