Subscription Management: Plans

Access Subscription Plans

• Hover over the Billing icon and click Subscriptions under the Recurring Payments menu. The Subscriptions Management page opens and displays Plans by default.

New Subscription Plan

1. Click + Create Plan (if available) or + New Plan. The Create Subscription Plan pop-up window opens.
2. Enter the information.
   Note: The authorization form sent automatically to patients when enrolled in the plan will include the Plan Name, Charge Amount, Billing Cadence, Cancellation and Refund Policy information.
   • Plan Name: The name for the subscription plan.
   • Description: A brief description of the subscription plan.
   • Charge Amount: The fixed amount to be charged each billing cycle.
   • Billing Cadence: Set how often the fixed amount is charged every one or more Week(s), Month(s), or Quarter(s). e.g., once a month.
   • End Condition:
     • Ongoing: Selected by default and will continue to bill until the subscription is paused or canceled.
     • Fixed-term: To automatically end the subscription after a set number of charges, select the option from the drop-down menu then enter the number of occurrences. e.g., 6 for a 6-month program charged once a month.
   • Cancellation Policy: The practice's cancellation terms.
   • Refund Policy: The practice's refund terms.
3. When finished, click Create Plan. The plan card displays on the page.

Once a plan is created, enroll patients in the plan.

Edit Subscription Plan

A subscription plan can only be edited if no patients are enrolled in the plan.

1. Access subscription plans. The Subscriptions Management page opens and displays Plans by default.
2. Find the subscription plan (using the Search box if necessary) and click to open. The Edit Subscription Plan pop-up window opens.
3. Make the necessary changes.
4. When finished, click Save Changes.

Remove Subscription Plan

A subscription plan can only be removed if it is unused and has no enrolled patients or once it has expired and reached its final scheduled charge.
Note: Once a plan is removed, it will no longer display under Plans, but any historical subscriptions related to the plan will still be available under Subscriptions.

1. Access subscription plans. The Subscriptions Management page opens and displays Plans by default.
2. Find the subscription plan (using the Search box if necessary). Then, click Remove Plan. The Remove Plan confirmation pop-up opens.
3. Click Remove Plan to confirm. The subscription plan is removed from Plans, but any historical subscriptions related to the plan will still be available under Subscriptions.