How to add a recurring charge to a patient's monthly membership: 

  • Search for your patient and go to their Membership

  • Scroll down to the Additional Charges section

  • Click Add Charge and select your charge item

  • Next, click + Add Recurring 

  • Select the quantity of your item 

  • Scroll down and click Update to save your changes

  • Confirm your new charge item in the member’s invoice

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