Note that if you use Provet Pay, the status is changed automatically when a recurring payment fails.
- On the Records > Health Plan page (the page name may be different in your Provet Cloud) find the subscription you want to edit.
- Select the eye button at the end of the subscription row to open the subscription page.
- Select the status button under the health plan subscription title. In the Edit subscription status dialogue, you can select a new status and add notes related to the change. For example, you can change the subscription status to 'suspended' if a payment is missing. The notes are saved in the Log information.
You can cancel a subscription by selecting the 'lapsed' status here or start from Tools > Cancel subscription.
See Also
Add a Patient to a Health Plan
View and Export Your Health Plan Subscriptions List
View Health Plan Subscription Payments
Change or Remove a Health Plan Subscription Payment Card
Cancel a Health Plan Subscription
Renew a Health Plan Subscription
Migrate a Patient's Health Plan Subscription Plan
Creating and Managing Health Plans
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