Delete a CS Membership Credit Discount

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.

Let's explore how to tackle this scenario.

Check out this resourceful video for an in-depth walkthrough:

To terminate a membership plan, perform the steps below.

• Navigate to the System Menu > select Membership Plans.

• Select the Members tab.
• Click Terminate for the intended membership plan under the Actions column. 

OR

• Navigate to Patient Overview > select Billing > Membership Plans.
• Click Terminate.

Note: If your office's Standard Operating Procedure (SOP) is to refund any premiums they had paid, then you would have to visit the CS Pay Portal to process the refund i.e. (Navigate to the System Menu > select CS Pay > click View > Refund).

Note: If your office SOP is to reverse any discount(s) that have already been applied;

1. Delete the Procedure Code(s) with the attached discounts (membership credit).
2. TERMINATE the membership plan.
3. Re-complete the Procedure code(s) - backdating them to the original DOS (Date of Service) so that it does not pick up the membership credit discount.

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) accidentally reversed, and refunded to the patient (because 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.

Note: 

• If your office SOP is to collect the remainder of the premiums for the year, you can use the ‘Pay Now’ function within the payment plan on the remaining payment schedules, THEN, Terminate the plan. 
• When you Terminate a Membership, all future discounts will stop and the membership payment plan will automatically be canceled.

Use this simple guide to learn how to easily delete a CS Membership Credit (discount) when requested.