Memberships and Treatment Plans

Find out how to manage memberships and create treatment plans.

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11 articles in this collection
Written by Kira

How to refund membership dues to the patient?

You can refund for any membership related charges from AR from your control center.
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Written by Kira
Updated yesterday

How to Cancel, Update card Info for membership Program

Cancel existing membership or update payment details
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Written by Kira
Updated this week

Starting Membership On A Future Date

Enroll the clients now, but start their membership plan in the future.
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Written by Kira
Updated this week

How To Create A Free Membership Program

Learn more about free membership.
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Written by Kira
Updated over a week ago

How To Enroll A Patient To Your Membership Program on iPad

Enroll your patients to the membership program via iPad app
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Written by Kira
Updated over a week ago

How To Cancel a Patient's Membership

Disable or remove the membership from your clients profile or change their credit card that is on file
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Written by Kira
Updated yesterday

Enroll Patients in the Membership Program

Follow this form to enroll patients in the membership program.
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Written by Kira
Updated this week

How To Add A Treatment Plan on iPad

Create a detailed plan for any client with information about the goal of treatment, and the expected length of treatment.
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Written by Kira
Updated over a week ago

How To Add A Treatment Plan To Your Patients' Profile

Add a treatment plan, treatment goal, products and pricing.
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Written by Kira
Updated yesterday

How To Create A Treatment Plan Template

Create general treatment plans that you can apply to multiple client profiles
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Written by Kira
Updated over a week ago

How To Create A Membership Program

Setup your monthly membership program here.
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Written by Kira
Updated this week