Memberships and patients settings

What it controls: whether membership management is on for this clinic (Clinic Manager), and the day windows behind the Patients row on the dashboard.

Click path: Admin → Settings → Memberships & patients.

Who: owner and admin (Change settings).

• Membership management is on (tick box; Clinic Manager clinics only, Membership Management clinics are always on). Untick it and the Memberships and Billing rows, the membership columns and filters, the membership alerts and the membership settings (Membership types & rules, Payments) are hidden until you tick it again. Patients, follow-ups, tasks, prescriptions and notifications keep working for everyone. Nothing is deleted; tick it back on and everything is as it was.
• "New" and "Seen recently" look back N days (30 by default): the New patients and Seen recently cards.
• "Not seen" means no visit in N days (90 by default): the Not seen card.
• Follow-ups clear themselves after N days overdue (60 by default, 7-365): a follow-up or scheduled step (check-in, lab draw and so on) that was never done and is more than N days past due leaves the Follow-ups due card and the alerts by itself. It shows as skipped, over N days old on the patient's Scheduled steps and can still be marked done; nothing is deleted. The same window moves an old interval follow-up date forward and clears a Not reached on follow-up flag whose last call is older than N days. The card and the alerts follow the number as soon as you save. Set it lower (30) to clear a backlog, higher if your team works through follow-ups slowly.
• Possible no-shows look back N days (Clinic Manager only; 30 by default, 1-365): the Possible no-shows card and the Appointments → Possible no-shows view count booked appointments of the last N days with no check-out and no cancellation, plus no-shows staff confirmed in that window.

Typing in these number boxes: clear the box and type the new number; the range (for example 7-365) is only checked when you click out of the box. A number below the lowest allowed becomes the lowest, one above the highest becomes the highest, and an emptied box goes back to the number it had. Then click Save.

"Seen" uses the last-visit date your EMR reports. OptiMantra sends it with every booking and check-out; Zenoti's patient list does not carry one, so those patients count as "no visit date" until appointments arrive.

Who the care flows run for

• Follow-ups apply to: Members only (active memberships): the Membership Management behaviour, or All patients. With all patients, a patient without a membership is followed up from the day they were added (or the start date a provider sets on their page) on the clinic-wide follow-up schedule, or the No membership schedule that appears under Schedules → per-type schedules once this is on. Stop follow-ups on a patient's page still stops them for that patient.
• Refill reminders apply to: Members only (types with reorders) or All patients with a medication on file. A patient without a membership never opens a reorder cycle without a medication; once one is on file the reorder date follows the prescription's own clock (days supply / last ordered).
• Both read All patients and cannot be changed while membership management is off.
• Any patient, member or not, can be set inactive on their page (Set inactive, with an optional reason): out of every queue, alert and automatic task, not archived; Set active brings them back. The Patients page has an Inactive view.

Changes take effect at the next hourly check (a few minutes past the hour) or Sync now.

Press Save patient settings.