To remove a dependent from a membership:
Search for and select the primary member or account holder to view the patient profile page
Click the 'Membership' tab and select the 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 the 'Membership' tab and select the deisred membership
Scroll down to the 'Members' section and remove the primary membership holder (they can only be removed if there are active dependents on the plan.
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 show up under the payer's 'Invoice Tab'.