Skip to main content
All CollectionsEmployers
Converting an Employer-Sponsored Membership to a Consumer Membership
Converting an Employer-Sponsored Membership to a Consumer Membership

Please note that access to this feature requires a subscription to our Growth tier. You can inquire by contacting

Ashley Lawrence avatar
Written by Ashley Lawrence
Updated over a week ago

To remove a patient from an employer-sponsored membership and begin them on a consumer membership, first remove their coverage with the employer:

  1. Navigate to Employer and find the patient on the 'Employees' tab

  2. Click manage and 'Unenroll' to the right of the patient's name

  3. To make the patient ineligible effective immediately, select an end date in the past

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

  1. From the patient chart, select the 'Memberships' tab

  2. Click '+ New Membership'

  3. When you create this new membership, you can change the membership start date and bill date, as necessary, and add adult and child dependents (**note: if you're getting an overlapping membership error you need to set a future start date that doesn't overlap with their employer coverage)

  4. After membership is configured, scroll down and click 'Create' or 'Create and Bill Now'

Did this answer your question?