To update the payer on a membership:

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

  2. Navigate to the Memberships tab on their profile and click into the active 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 to the bottom of the page and click update

Did this answer your question?