When a membership plan is created by the provider and assigned to a patient, the assigned plan becomes available in the Patient Portal.

Accessing Membership Plans

1. Log in to the Patient Portal.
2. Click on the Membership Plan menu.
3. The Membership Plan page displays all membership plans assigned to the patient.

Membership Plan List

The patient can view the membership plans in a list with the following columns:

• Plan Name – Displays the name of the membership plan.
• Start Date – Displays the date on which the membership plan starts.
• End Date – Displays the date on which the membership plan ends.
• Fee – Displays the membership plan fee.
• Status – Displays the current status of the membership plan.
• Invoice – Displays the invoice associated with the membership plan.
• Inv Status – Displays the current invoice status.
• Action – Displays the available actions for the membership plan.

Available Actions

The following actions are available in the Action column:

View

1. Click View for the required membership plan.
2. The patient can view the details of the selected membership plan.

Pay

1. Click Pay for the required membership plan.
2. The payment screen opens.
3. Review the payment details.
4. Complete the payment process.
5. Once the payment is completed, the payment status is updated accordingly.

Membership Plan Invoices

The invoice associated with the membership plan is also available in the Billing section.

1. Navigate to the Billing menu.
2. Open the Pending Invoices tab.
3. The patient can view the invoice listed under Pending Invoices.

Invoice Actions

From the Pending Invoices tab, the patient can:

• View the invoice.
• Make the payment for the invoice.