Delete a CS Membership Credit Discount

There may be instances where you need to terminate a patient’s membership plan for reasons such as the patient recently receiving dental insurance from their employer.

To terminate a membership plan, perform the steps below.

• Navigate to the System Menu > select Membership Plans.

• Select the Members tab.
• Click Terminate for the intended membership plan under the Actions column. 

Or,

• Navigate to Patient Overview > select Billing > Membership Plans.
• Click Terminate.

FAQs

FAQ 1 - Why can’t I just delete the Membership Credit? Why do I have to delete the procedure code to remove the Membership Credit from the account?

Answer: Membership discounts are paired with the completed procedure code. To remove the discounts, the procedure code must be deleted.

Tip: For completed codes, the discount is displayed under Fee Details within CodeStack.

FAQ 2: Why can’t I reverse or delete a Membership Credit (discount) independently of deleting the procedure code?

Answer:

• We do not want a membership credit (discount) to be accidentally reversed and refunded to the patient, as it is not money they paid.
• We also do not want a membership credit (discount) to be accidentally deleted, which could incorrectly create an additional bill for the patient.

Note: You will notice that the options to Delete or Reverse a Membership Credit (discount) remain disabled when you go to the All Payments tab of the patient.

Note: 

• If your office SOP is to collect the remainder of the premiums for the year, you can use the ‘Pay Now’ function within the payment plan on the remaining payment schedules, THEN, Terminate the plan. 
• When you Terminate a Membership, all future discounts will stop and the membership payment plan will automatically be cancelled.

Use this simple guide to learn how to easily delete a CS Membership Credit (discount) when requested.

Related Articles

1. All About CS Membership Portal
2. Create a New Membership Plan on CS Membership Portal
3. Edit or Deactivate an Existing Membership Plan
4. Sign Up a Patient on CS Membership
5. CS Membership Profile Permissions
6. Track Membership Status, Payments, and Discounts
7. Complete the Pending Payment of a Membership Plan
8. Locate Membership Discounts of a Patient
9. Take Action on Failed Transactions within the Membership Portal
10. Set Up Payment Plans for Membership Patients
11. Track Membership Status, Payments, and Discounts