Popular Articles
Member Portal Access and Self-Service Guidance
These are the steps you must provide to your members to ensure they can successfully access their membership information, transactions, and year-end summaries through the patient portal. Empowering members to use the portal reduces administrative ...
Add a member to an account
You can add a family member to any account in any status as long as a valid payment method is attached to the account. Click the account in the member list to expand the account details, and click the "Add Family Member" button. It's worth noting ...
Why do you need my U&C?
Technically, we only need pricing for a few of your codes, and this is only to assist you with pricing your membership plan. We will never force you to publish these prices, and you can skip this step if you know how you want your plan priced. If you ...
Additional Treatment or Material Discount
The Additional Treatment or Material Discount is the maximum discount you will extend to members on treatment or materials, not included in their membership plan. This is something you can customize when you modify your Membership Plan settings.
Family Discounts
Family Discounts are discounts on the membership fee itself, and are applied when the account meets the threshold for the discount. When first enrolling, you're asked to set your Family Discounts for 2, 3, and 4+ members, but you can change your ...