Help Center Membership Management: Settings
Membership Management: Settings
Admin settings in Membership Management: membership types and rules, schedules, the EMR connection, pharmacies, fax, dashboard cards, notifications, sign-in.
Settings: overview and words used
What Admin → Settings in Membership Management controls for the whole clinic, how to get there, and the words used across the settings pages.
The Settings page: how it works
How the Membership Management Settings page works: who can see and change it, the parts only Prescripta sets, saving, and when each change takes effect.
Membership types & rules
Membership types and rules in Membership Management: what each type gets (reorders, follow-ups, billing), and the rules that map EMR memberships to a type.
Schedules
Schedules in Membership Management: how the next reorder date is chosen, reorder lead time, the nurse follow-up interval and the step schedule of check-ins.
EMR connection
The EMR connection in Membership Management: which EMR feeds patients and memberships, the morning pull, Sync now, Test connection and the last sync result.
Pharmacies
Pharmacies in Membership Management: where prescriptions are ordered, auto-prepare, the default medication per membership type, statuses and shipping e-mails.
Fax (add-on)
The Fax add-on settings in Membership Management: the clinic's cloud-fax account, faxing prescriptions from the order form, and what Prescripta sets up for you.
Dashboard cards
Admin → Settings → Dashboard cards in Membership Management: which cards the clinic uses at all and which hide themselves when their count is zero.
Notifications
Notifications in Membership Management: the one daily summary e-mail, when it goes out, who receives it, and the team chat post with the Pumble add-on.
Sign-in & sessions
Sign-in and sessions in Membership Management: the idle timeout, how often people must sign in again for admin changes, and letting a browser skip the code.
Data: import, export & maintenance
Data settings in Membership Management: exporting patients, orders and follow-ups to CSV, importing patients from a CSV file, and re-running the alert check.