The Subscriptions Tab on the Account Detail page allows you to efficiently manage all membership or subscription plans associated with an account. This tab provides visibility into the current status of subscriptions and gives you the tools to upgrade, cancel, or renew them as needed.
Key Features of the Subscriptions Tab
1. Subscription Overview
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The tab lists all subscriptions associated with the account, categorized into:
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Active Subscriptions: Memberships or subscriptions currently in effect.
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Expired Subscriptions: Plans that have reached their end date.
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Pending Subscriptions: Subscriptions scheduled to begin in the future.
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2. Subscription Details
For each subscription, you can view:
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Plan Name: The specific membership or subscription plan the account is enrolled in.
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Start and End Dates: The duration of the subscription.
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Status: Indicates whether the subscription is active, expired, or pending.
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Cost: Displays the total cost of the plan and payment details, if applicable.
3. Manage Subscriptions
The tab provides tools to manage and update existing subscriptions:
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Upgrade Subscriptions: Move the account to a higher-tier plan with more features or benefits.
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Renew Subscriptions: Extend the subscription term when the plan is nearing its expiration date.
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Cancel Subscriptions: End a subscription if the patient no longer requires it.
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Add a New Subscription: Set up a new plan directly from the tab.
How to Use the Subscriptions Tab
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Monitor Active Subscriptions:
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Ensure the subscription is active and being utilized by the account holder.
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Review expiration dates to identify plans that need renewal.
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Upgrade or Renew Subscriptions:
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Offer enhanced plans to accounts that may benefit from additional features.
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Renew plans promptly to avoid lapses in membership benefits.
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Cancel Subscriptions:
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Discontinue subscriptions for accounts that no longer require the service.
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Track canceled plans for reconciliation and reporting.
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Add New Subscriptions:
- Use the tab to enroll accounts in new membership or subscription plans.
Benefits of the Subscriptions Tab
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Comprehensive Management: Handle all subscription-related tasks in one place.
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Increased Flexibility: Easily upgrade, renew, or cancel plans based on account needs.
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Accurate Tracking: Monitor subscription status and payment details for better financial management.
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Enhanced Customer Experience: Provide seamless support for membership or subscription-related inquiries.
For accounts without active subscriptions, the tab will display a No Data message. If you believe a subscription should exist for an account but is not visible, please contact your account manager or support team. The Subscriptions Tab makes managing memberships and subscription plans simple, ensuring your accounts are always up-to-date and well-served.
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