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Adding a Dependent/Patient to an Existing Membership
Adding a Dependent/Patient to an Existing Membership
Tasha Demkiw avatar
Written by Tasha Demkiw
Updated over a week ago
  1. Search for and select the primary member or account holder to open their patient profile page

  2. Click on this patient's 'Memberships' tab and click into their active membership in order to edit it

  3. Under the 'Members' section, click '+Add Adult' or '+Add Child'

  4. A search bar will appear: type the patient's name to search for an existing patient or click 'Add New Patient' to enter a new patient's information

  5. The dependent will now be added to the membership and their start date will default to the membership's next bill date. If you would like to change the dependent's start date to today:

    1. Find the dependent's name under 'Members'

    2. Click 'Change Date' next to their membership start date

    3. Select today's date

  6. Scroll to the bottom of the page and click 'Update' to save your changes.

The system will begin billing for the new dependent as of the membership's next bill date. If you chose to change the new dependent's start date to today but the membership had recently billed already, you may need to create a one-off prorated membership invoice or prorate the next membership invoice.

Note: If you choose to prorate the next membership invoice, you can issue this invoice in advance by clicking 'Invoice Now' in the 'Bills Overview' section of the membership:

Then proceed to making your changes to the issued invoice.


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