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  2. Managing patient accounts in your Membership Club

Managing patient accounts in your Membership Club

Adding patients to your Membership Club

  • Is an email required?
  • What can I do for my patient who doesn't have an email address?
  • When someone joins, how soon can they be seen to start restorative procedures?
  • Does each member of a family pay the lifetime activation fee?
  • If a patient rejoins, does he/she have to pay the Lifetime Activation fee again?
View all (9)

Changing an active account

  • What happens when a new member is added to an existing account?
  • How to move a patient from one program to another
  • How to cancel an account
  • How to merge accounts
  • Refunding Membership fees

Member Portal

  • Patient view - Member Portal
  • Yearly patient statement

Billing

  • Why is my patients payment being declined?
  • Can patients use HSA/FSA cards?
  • Updating credit card
  • Changing payment due date
  • Can patients use a Care Credit account to pay their Membership Club payments?
View all (7)

FAQ's

  • What is the Reactivation Fee?
  • Can patients pay a year up-front?
  • What happens if a patient doesn't schedule both of their annual cleanings/exams?
  • What do the monthly receipts that my patient members receive look like?

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