When creating a new membership, membership rates will be calculated based on the rules you set when configuring your membership plans. You can override these rates at the group level or at the individual patient/member level.

When you add patients to the membership, our algorithms will automatically calculate the per patient pricing. To override this rate:

Once you have overridden any individual price, the option to 'Remove Override' will appear to the right of the rate. If you click this button our algorithms will recalculate the rate based on your membership plan.
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If you override all membership rates on the per patient level, then the option of overriding the total rate will be disabled.

If you prefer to override the rate at the membership level, you are able to do this by simply scrolling to the 'Total Rate' row and click the 'Override Rate' link to the right. This will open a dialog box where you can manually define this rate.
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When you create an override at the membership level, our algorithms will auto generate new rates for each patient. You will still be able to override these per patient rates. For example, in the example below there are 2 adults who are $119/m each, and a child who is $89/m. If you manually override the group rate from $327/m to $250/m, our pricing algorithms will apply a weighted average group discount to all members in the group. So the adults will now each be $90.98/m and the child will be $68.04/m.
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If a member has an overridden rate, this rate will stay the same, even if they are moved over to a new plan or age into a new pricing tier. This is important to keep in mind if you plan on changing your prices in the future.

To check for patients that have overridden rates please follow the instructions outlined below: