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.
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Tracking membership payments and treatments
5 Best Practices to Track Treatment and Payment With your Vision Membership Plan The key to tracking membership plan treatmentsand payments is separating the two. Fees paid for membership plans should be posted in a dummy patient account, once a ...
Creating Your Membership Plans
⚠️ Important: Avoid using insurance terminology and terms such as insurance, comprehensive, benefits when creating your plans. Keep it simple and patient-friendly. Step 1. Plan Offerings Pro-Tips: Keep offerings simple—less is more. Use plain ...
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 ...
Family Discounts (with Contracts)
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 ...
How to Handle Delinquent Accounts
When a member's account is delinquent it means that they have failed to pay their membership plan balance. This usually happens when a member has been paying monthly and stops making the monthly payments prior to their 12 month term being fulfilled. ...