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Ending a Membership

end membership, delete membership, cancel membership

Tasha Demkiw avatar
Written by Tasha Demkiw
Updated over 11 months ago

A membership can be ended by starting at the patient's profile

  1. Click 'Membership' tab

  2. Click 'End Membership' button

  3. A pop-up will appear to confirm ending membership

  4. ย 'End date' defaults to end of the period the patient has been billed. If you want to change this, click the date and select a new day in the future

  5. Click 'End Membership' button again

Ending a membership will end active status for all patients on the membership. If you have a family/group membership and you only want to end the membership for one patient, remove the dependent from the family membership.
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Ending a membership will not cancel any past due invoices. You will need to cancel these invoices separately by following these directions.

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