There may be instances where you need to terminate a patient’s membership plan for reasons such as the patient recently receiving dental insurance from their employer.
Watch this video for a quick walkthrough.
Let's explore how to tackle this scenario.
To terminate a membership plan, perform the steps below.
- Navigate to the System Menu > Membership Plans.
- Select the Members tab.
- Click Terminate for the intended membership plan under the Actions column.
OR
- Select Billing from the Patient Overview.
- Select Membership Plans.
Click Terminate.
FAQs
FAQ 1: Why can’t I just delete the Membership Credit? Why do I have to delete the procedure code to remove the Membership Credit from the account?
Answer: Membership discounts are paired with the completed procedure code. To remove the discounts, the procedure code must be deleted.
Tip: In the completed code's CodeStack, you will see the discount under the ‘Fee Details’. |
FAQ 2: Why can’t I reverse or delete a Membership Credit (discount) independently of deleting the procedure code?
Answer:
- We do not want a membership credit (discount) to be accidentally reversed and refunded to the patient, as it is not money they paid.
- We also do not want a membership credit (discount) to be accidentally deleted, which could incorrectly create an additional bill for the patient.
Note: You will notice that the options to Delete or Reverse a Membership Credit (discount) remain disabled when you go to the All Payments tab of the patient. |
Use this simple guide to learn how to easily delete a CS Membership Credit (discount) when requested.
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
- CS Membership Payment Subscription and Status
- 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
- Utilise Payment Plan Flexibilities and Portal Tracking
- View Membership Code Completion Discounts on the Ledger