The status of a membership is used to help you understand, at-a-glance, key details about a membership. This status is included on most pages where details about the membership are provided, including the patient page, 'Patient' tab, patient 'Memberships' tab, and membership page.

Membership Status on 'Patient' tab



Membership Status on'Memberships' Tab

'Active'

A membership's status will be 'Active' if all of the conditions are met:

  • The membership has no unpaid bills (or invoices, in the case of a sponsored membership)
  • The membership has started, i.e. today is after the membership's start date
  • The membership has not ended, i.e. today is before the membership's end date

'Ended'

A membership's status will be 'Ended' if today is on or after the membership's end date.

'Pending'

A membership's status will be 'Pending' if it has not yet started, i.e. today is before or on the membership's start date.

'Unconfirmed'

If a patient signs up through the member portal and you have not yet confirmed their membership, their membership's status will be 'Unconfirmed'.

Note: This only applies if your practice does not auto-confirm memberships. You can change this setting by going to Admin > Online Signup Form. In the Settings section toggle 'Auto Confirm Memberships' to off.

'Unpaid'

A membership's status will be 'Unpaid' if all of the following conditions are met:

  • The membership has unpaid bills (or invoices, in the case of a sponsored membership)
  • The membership has started, i.e. today is after the membership's start date
  • The membership has not ended, i.e. today is before the membership's end date
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