Read a patient's membership status

What each status on a patient's membership means, and what it means for billing and perks.

Table of Contents

Open the patient's Financials tab to see their memberships. Each card has a status and its next payment date.

Active: payments are running and perks work.
Starts later: sold, but its start date hasn't arrived.
Paused: no charges, and perks are off, until it resumes.
Payment failed: the last charge didn't go through. Use Change card or Retry payment.
Cancelled: ended by you or the patient. It won't renew.
Expired: a fixed plan that reached its last charge, or a membership that has ended.

Options on the card has the actions that apply to its current status.

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