Help Center Membership Management: Patients and memberships
Membership Management: Patients and memberships
Patients and memberships in Membership Management: the Members page, adding and importing patients, the patient page, and merging duplicate records.
Patients and memberships: overview and words used
What this part of the Membership Management help covers: the Members page, adding and importing patients, the patient page, merging duplicates and permissions.
Members page
The Members page in Membership Management: one row per membership, the counts at the top, search and filters, every column, sorting and what each status means.
Add a patient by hand (+ Add patient manually)
Adding a patient by hand in Membership Management for clinics or patients without an EMR connection: the form, the first membership, and editing it later.
Import patients from a spreadsheet (Import CSV)
Importing patients and memberships into Membership Management from a CSV spreadsheet: the template, column matching, the preview and what is created or updated.
Export to CSV
Exporting patients, orders and follow-ups from Membership Management to CSV files, which plans include it, and how the export matches the import template.
The patient page
The Membership Management patient page from top to bottom: details, memberships, reorders and orders, prescriptions, follow-ups, notes, alerts and every button.
Duplicate patient records (merge)
Finding and merging duplicate patient records in Membership Management: the Find duplicates page, the compare screen, what is kept, and what cannot be undone.