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Edit or Deactivate an Existing Membership Plan

Faris Peerukannu Mohamed Kasim
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Let's explore how to edit or deactivate an existing membership plan.

Watch this tutorial for a quick overview.

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Edit an Existing Membership Plan

Watch this video for a comprehensive walkthrough.

Perform the steps below to edit an existing membership plan.

  • Navigate to the System Menu > select Membership Plans.
  • Select the Plans tab.
  • Click Edit on the intended plan.
  • Click Edit on the Edit Plan modal to proceed.
  • You can only edit two settings on an Active/Live Membership Plan.

Add an Additional Location

  • On the Basic Information step, choose the desired Locations from the Locations dropdown.
  • Select the required location from the drop-down.

Add an Additional Billing Cycle

  • On the Pricing step, click + Add Another Billing Cycle.
  • Enter Billing Cycle, Membership Fee, and Discounted Member Fee.
  • If you need to change other areas of a plan, the only option is to deactivate the old plan, create a new plan, and sign up manually with the new information.
  • You can create a new plan from scratch or click Copy & Customize to reuse information from an existing plan.

Deactivate an Existing Membership Plan

To terminate a plan, perform the steps below.

  • Navigate to Plans > Active Plans.
  • Click Deactivate on the intended membership plan.
  • Click Deactivate Plan on the confirmation modal.

When you deactivate a plan, the after-effects are explained below:

  • You can no longer sign up a patient on that plan.
  • Existing patients on that plan will ride out their benefits for their plan term (1 year from when they signed up for that plan).
  • If they were on auto-renewal, their auto-renewal will automatically turn off since no new subscriptions can be added to a terminated plan.

Note: If you accidentally Deactivate a plan, navigate to and select the Inactive Plans tab on the top. The plan you terminated will appear under this section. Go ahead and click Activate on that terminated plan.

  • You can now sign up a patient on that plan.
  • Any patients who are currently on the terminated plan, whose auto-renewal turned off from the deactivation action, will now be placed back on auto-renewal.

Practices can refer to this simple guide to efficiently manage tasks related to editing and/or deactivating membership plans.

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