Overview
This article guides you through the process of modifying an External payer membership.
The article is divided into the following seven topics:
Prerequisites
Role
Scope
Use case
Navigation
Branch level
Modify an external payer reference number
Prerequisites
Role
Your Role must have the Manage membership Permission.
Scope
You must have a Role within the Member's Branch.
For more information on Roles, click here.
For more information on Permissions, click here.
Use case
Modifying an External payer membership enables you to alter the External payer reference number
(e.g. Fitness Passport reference number)
Navigation
Memberships are modified at Branch level:
Branch level
To modify a Membership:
Navigate to Branch level (blue menu)
Select a Branch (optional)
Click on Members
Modify an external payer reference number
To change an External payer membership's reference number (e.g. Fitness Passport reference number):
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Select the Member from the Member list |
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Click on Memberships (top menu) |
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Select the Membership you want to modify |
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Click on the three vertical dots |
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Click Edit |
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Edit the External payer reference number (e.g. Fitness Passport reference number) |
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Click Save |