Better understand your Memberships (Atlas)

Should you want to see a detailed breakdown of patients who are on a membership in your clinic, there is the Memberships Report. This report is filterable by a practitioner, modality and clinic. Upon generating the report, you will see it appear similarly to the below image...

The report you generate will show you the monthly recurring revenue figure, the annual run rate figure and also the number of active memberships.

We have removed from the above image the patient names and plan names, but when you generate the report, this data will show. Along with the names, you will also be able to see the membership type and the total visit count of the membership. The price that is shown is the amount that is charged and the basis in which it's charged. I.E. £32.50 (Monthly x12) will charge £32.50 every month for 12 months. You can also see the start date and the invoicing type. You have the ability to cancel memberships from this report also, by clicking the red "Cancel" button.

Want more detail?

Should you want to see more detailed information, you can click the "Download Spreadsheet". This will download a CSV file which can be opened in a spreadsheet processor like Excel. This spreadsheet offers far more information about your memberships. the information you can view is;

  • Membership ID
  • PracticeHub internal ID
  • Patient ID
  • First name
  • Last name
  • Membership type
  • Membership name
  • Visits
  • Price
  • Start date
  • End date (if applicable)
  • Invoicing type
  • Visit span
  • Billing periods
  • Manual payments

If you have any queries about Memberships, please feel free to contact us.

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