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Changing the Payer on a Membership
Changing the Payer on a Membership

How to update the payer on a membership

Maddie Gelinas avatar
Written by Maddie Gelinas
Updated over a year ago

To update the payer on a membership:

  1. Search for the primary patient (the payer) and click on their name to open their record

  2. Navigate to the Memberships tab on their profile and click into the active membership

  3. In the Summary section on this page, click 'Change Payer', then search for & select the patient that you would now like to pay for this membership

  4. Scroll to the bottom of the page and click 'Update'

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