To separate members from the same membership, you'll first need to remove the member you wish to have their own membership.
To remove a dependent from a membership:
Search for and select the primary member or account holder to view the patient profile page
Click 'Edit Membership' or click the 'Membership' tab and select desired membership
Click 'Remove Patient' next to the patient's name you wish to remove
Select an end date (can be any end date up until the next bill date)
Select a cancellation reason from the drop-down menu (if applicable)
The next bill for the membership will reflect the new price without the dependent's fee. If you'd like to process a prorated refund, just process a partial refund on the paid invoice or prorate any outstanding invoice by following these steps.
Click 'Update' to save the termination
To remove the primary payer from a membership, but keep dependents active:
Search for the primary patient (the payer) and click on their name
Click 'Edit membership'
Click 'Change Payer' and select who you would now like to pay for this membership
Scroll down to the 'Members' section
Select an end date (can be any end date up until the next bill date)
Select a cancellation reason from the drop-down menu (if applicable)
The next bill for the membership will reflect the new price without the primary's fee. If you'd like to process a prorated refund, just process a partial refund on the paid invoice or prorate any outstanding invoice by following these steps.
Click 'Update'
This will terminate the primary payer's membership effective their next bill date. The dependents will stay active and all invoices will now show up under the new payer's 'Invoice Tab'.
Once removed, you can start this patient on their own membership by following the steps below.
Start in the 'Patients' tab
Add a new patient or search for existing patient
Select the patient
Click '+New Membership'
All pricing fields are pre-populated based on your membership pricing structure.
Click 'Create Membership'