Here is how you can find out if a patient has a membership or not. If they do have a membership, there are easy ways to find out the status of their subscription. Let's explore!
When you see a ‘Discounts available with Membership plan subscription’ banner on the Patient Overview, Appointment slide-out, Payment slide-out, or Treatment Planner, it means that the patient does not have a currently subscribed membership plan.
Watch this video for a concise summary.
To view the discounts available with a Membership Plan Subscription, perform the steps below.
Patient Overview
- Select the patient from the Global Search Bar.
- The Membership Plan section is located on the right. The banner within this section displays the discounts available with the membership plan subscription.
Payment Slide-out
When you add a payment without a membership subscription, the ‘Discounts Available’ banner appears.
Treatment Planner
You can see the Discounts available banner on the Treatment Planner if you do not have a membership plan subscription.
Appointment Slide-out
- Drag and create an appointment within the scheduler.
- Inside the New Appointment slide-out on the left, you can find the Membership Plan Section, and right under you will find the Discounts available with the Membership plan subscription banner.
To fix a pending payment status of a membership plan, refer to Complete the Pending Payment of a Membership Plan.
Note: If a future payment fails for a plan, the Billing Status will show as Failed. This could occur due to reasons such as insufficient funds, an expired/locked card, or other issues. In such a situation, click on "Go to Payment Plan" at the top right. This action will open the Payment Plan details page, where you can select "Retry Payment." |
- You will be able to view Membership details on the Appointment slide-out for a patient who has an active membership.
- Select the Show Fee Estimates checkbox.
- This will display the membership icon next to each code.
| Note: The presence of the membership icon next to the code(s) indicates that members will receive a discount when those codes are used during checkout. To learn about the specific discounts associated with the codes, click on the related fee and check the Membership Discount. |
On Patient Overview, you can see which membership plan the patient has subscribed to, its status, whether Auto-Renewal is On or Off, their Billing Cycle, and the Expiration date.
Note: If Auto-Renewal is turned on, the expiration date will state N/A. |
When you see a 'Patient has shown interest in Adult Prophy' (or any other plan) banner in the Appointment slide-out or Patient Overview, you can click on View Plan Details beside it to view the related membership plan and add it to the patient by selecting the Add Plan button on the right.
Practices can utilise this guide to understand the workflow for checking a Patient's Membership Payment Subscription and Status.
Related Articles
- All About CS Membership Portal
- Create a New Membership Plan on CS Membership Portal
- Edit or Deactivate an Existing Membership Plan
- Sign Up a Patient on CS Membership
- CS Membership Profile Permission
- Actions Required After Patient Sign up on CS Membership Portal
- Complete the Pending Payment of a Membership Plan
- Locate Membership Discounts of a Patient on Treatment Planner
- Take Action on Failed Transactions within the Membership Portal
- Delete a CS Membership Credit Discount
- Utilise Payment Plan Flexibilities and Portal Tracking
- View Membership Code Completion Discounts on the Ledger