To qualify for Sedera Access, a patient must have a membership that is billed monthly. If a patient's membership is currently billing quarterly, semi-annually, or annually, follow these steps to move a patient to monthly billing: 

Refund Current Membership

First, you will need to refund the remaining portion of the current membership. 

  1. Navigate to the patient's chart
  2. Click on 'Invoices' tab and click on the invoice that includes the membership fee
  3. Scroll to 'Payment History' and click 'Process Refund'
  4. Refund patient for unused portion of membership (prorated partial refund)

Change Membership to Bill Monthly

Next, you will need to edit the patient membership to bill monthly. If the member's current plan can be billed monthly, follow these steps:

  1. Navigate to the patient's chart
  2. Click on 'Memberships' tab and click on their current membership
  3. Click 'Change Billing Date' to the date the monthly membership will start. This will default to 'All future bills'
  4. Click the drop-down menu next to 'BILLED' and select 'Monthly'
  5. Scroll to the bottom and click the blue 'Update' button

If the patient's current membership plan cannot bill monthly, you will need to change the plan by clicking 'Change Plan' or create a new plan that bills monthly. 

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