Skip to main content

Add a Membership to a Patient

Creating a Membership

Written by Tasha Demkiw

Adding a Membership to a Patient

  1. Navigate to your Patient List

  2. Add a new patient or search for the existing patient record

  3. Open the patient's record

  4. Toggle to the patient's 'Memberships & Billing' page

  5. Click '+New Membership' under the 'Membership & Packages' section

  6. In the 'Summary' section of the page, ensure the start date, membership plan, and billing period are correct.

  7. In the 'Members' section of the page, add additional members if needed by clicking '+Add Adult' or '+Add Child'.

  8. Scroll to the bottom of the page and click 'Create Membership' 

Membership Settings at the Patient Level

While you define your pricing plan in the Admin section, you can also edit a membership at the patient level, including creating family and group memberships.

Did this answer your question?