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Billing Cycle Updates
Krystle Thornton avatar
Written by Krystle Thornton
Updated over 8 months ago

There are several days to review a patient's current billing cycle, as well as make adjustments.

To Review a Patient's Current Billing Cycle:

  1. Navigate to Patients

  2. Search Patient's Name

  3. Click on Patient

  4. Navigate to the Memberships Tab

  5. Click on Membership

  6. From the Summary, you can see:

    1. Start Date

    2. Next Bill Date

    3. Whether the patient is billed Monthly, Quarterly or Annually

To View the Patient's Next Bill Date

  1. Navigate to Patients

  2. Search Patient's Name

  3. Click on Patient

  4. Navigate to the Memberships Tab

  5. Click on Membership

  6. Scroll to the bottom of the page

  7. View 'Bills overview'

    1. From here, you can see whether the patient is on Autopay and the next bill dates

Note: You can also view the patient's membership/billing information from the Membership Report. See more information here.

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