📖 RECOMMENDED READINGPatients must first be enrolled in a membership plan in order for you to request/receive payments. Read the
How to Enroll Patients in Plans article to learn about to enroll patients in plans.
Contents
Utilize the Membership Report to view all of your patients enrolled in a membership. The report contains useful information about the patient, plan, enrollment and billing statuses, and more.
The Patient Payment Report tracks the actual payments made against membership subscriptions.
To access the memberships report, go to Reports -> Membership Report.
By default, all patients enrolled in membership plans will be shown, regardless of the status of their membership. Filters can be used individually or in combination to find specific patients based on the plan they are enrolled in, the status of their membership, and/or the patient’s name.
- The membership plan dropdown lets you filter for specific plans.
- The status dropdown filter lets you filter by a specific plan status.
- The patient name filter lets you narrow down the report to a specific patient.
By default, a subset of the full list of available data columns will be shown on the report. Click Edit Columns to specify which data columns you want to see in the report.
Click the … button in the Actions column next to any enrollment to perform any of the following actions:
- Edit the plan.
- Pause/resume the membership subscription.
- Unenroll patient/group from a membership plan.
- See payments tied to a given patient.
- This will open the Patient Payment report filtered for the selected patient.
Downloading membership enrollment data
Click Download CSV to obtain a file with all the membership data shown in the report. The filters applied to the report at the time the download button was clicked will be reflected in the CSV file.
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