To remove a dependent from a membership:
Search for the primary member (the payer) and click on their name to open their record
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)
Click 'Update' to save the termination
The next membership bill will reflect the new price without the dependent's fee. If you'd like to process a prorated refund, you can process a partial refund on the last paid invoice by following these steps, or prorate an issued invoice by following these steps.
To remove the primary payer from a membership, but keep the dependents active:
Search for the primary patient (the payer) and click on their name.
Click the 'Membership' tab and select the desired membership.
Click 'Change Payer' and select who you would now like to pay for this membership. (If the primary payer should continue paying for the dependents, skip this step.)
Scroll down to the 'Members' section
Click 'Remove Patient' next to the patient's name whom you wish to remove (the primary 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.
Click 'Update'
This will terminate the primary payer's membership effective on the end date you've chosen, and the dependents will stay active. If you chose a new payer, new membership invoices will show up under the new payer's 'Invoice Tab' going forward.
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, you can process a partial refund on the last paid invoice by following these steps, or prorate an issued invoice by following these steps.