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Removing The Primary Patient From A Membership
Tasha Demkiw avatar
Written by Tasha Demkiw
Updated over a week ago

To remove the primary payer from a membership, but keep dependents active:

  1. Search for the primary patient (the payer) and click on their name to open their record

  2. Click on the 'Memberships' tab and click on the membership

  3. In the 'Summary' section on this page, click 'Change Payer', then search for & select the patient that you would now like to pay for this membership

  4. Scroll down to the 'Members' section of the page and find the patient that you would like to remove from the membership

  5. Click 'Remove Patient' next to their name

  6. Select an end date (can be any end date up until the next bill date)

  7. Select a cancellation reason from the drop-down menu

  8. 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, simply process a partial refund on the last paid membership invoice or prorate any outstanding membership invoice by following these steps.

  9. Scroll to the bottom of the page and click 'Update'

This will terminate the primary payer's membership effective on the chosen end date. The dependents will stay active and all invoices will now show up under the new payer's 'Invoices' Tab.

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