Adding a Membership to a Patient
Navigate to your Patient List
Add a new patient or search for the existing patient record
Open the patient's record
Click on the patient record's 'Memberships' tab
Click '+New Membership'
Ensure the start date, membership plan, and billing period are correct.
Add additional members if needed.
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 make edits to a membership at the patient level, including creating family and group memberships.
