To remove a patient from an employer sponsored membership and begin them on a consumer membership, first remove them from the employer plan:

  1. Navigate to Employer and find patient name on 'Employees' tab
  2. Click red 'Unenroll' button next to patient name
  3. Click red 'Make Ineligible' button next to patient name

At times, as in the case of termination, the employer sponsored membership may need to end immediately. If that is the case, follow these steps instead:

  1. Navigate to the patient chart
  2. Click 'Edit Membership'
  3. Scroll to the bottom and click 'End Membership' and select today's date
  4. Navigate to Employer and find patient name on 'Employees' tab
  5. Click red 'Make Ineligible' button next to patient name

Now you can begin the patient on a new consumer membership:

  1. From patient chart, scroll down to 'Memberships' and click '+ New Membership'
  2. When you create this new membership, you can change the membership start date and bill date, as necessary, and add adult and child dependents
  3. After membership is configured, scroll down and click 'Create' or 'Create and Bill Now'

If you would like to remove this employer from the patient record:

  1. Navigate to the patient chart by clicking on patient name
  2. From patient chart, scroll down to 'Employment' and click 'Remove Employment'
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