> ## Documentation Index
> Fetch the complete documentation index at: https://help.elationhealth.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Membership Management - How to manage membership payments

> Learn how to manage payments and reporting using Elation's Membership Management feature.

📖 **RECOMMENDED READING**

Patients must first be enrolled in a membership plan in order for you to request/receive payments. Read the [How to Enroll Patients in Plans](/articles/Membership-Management-How-to-Enroll-Patients-in-Plans) article to learn about to enroll patients in plans.

## Overview

### What reporting is available for membership subscriptions?

Utilize the [Membership Report](#access_report) to view all of your patients enrolled in a membership. The report contains useful information about the patient, plan, enrollment and billing statuses, and more.

The Patient Payment Report tracks the actual [payments](#payments) made against membership subscriptions.

## Workflow Instructions

### Accessing the memberships report

To access the memberships report, go to **Reports** → **Membership Report**.

### Filtering the Membership Report

By default, all patients enrolled in membership plans will be shown, regardless of the status of their membership. Filters can be used individually or in combination to find specific patients based on the plan they are enrolled in, the status of their membership, and/or the patient’s name.

* The membership plan dropdown lets you filter for specific plans.
* The status dropdown filter lets you filter by a specific plan status. Available statuses include **Active**, **Past Due**, **Paused**, **ACH Processing**, and **ACH Verification Pending**.
  * **ACH Processing**: Payment was initiated via ACH and is settling (typically takes 1–10 business days). This is not an indication that the payment failed.
  * **ACH Verification Pending**: Patient used manual bank entry and has not yet confirmed microdeposits.
* The patient name filter lets you narrow down the report to a specific patient.

### Editing the columns of the Membership Report

By default, a subset of the full list of available data columns will be shown on the report. Click **Edit Columns** to specify which data columns you want to see in the report.

### Actioning on membership enrollments

Click the **…** button in the Actions column next to any enrollment to perform any of the following actions:

* Edit the plan.
* Pause/resume the membership subscription.
* Unenroll patient/group from a membership plan.
* See payments tied to a given patient.
  * This will open the Patient Payment report filtered for the selected patient.

### Downloading membership enrollment data

Click **Download CSV** to obtain a file with membership enrollment data. The filters applied to the report at the time the download button was clicked will be reflected in the CSV file.

**Note:** Column selections made via **Edit Columns** are not reflected in the CSV export — the downloaded file uses a default set of columns regardless of which columns are visible in the report.

### Updating a patient's payment method for membership renewals

When a patient needs to update their payment method (e.g. connect a new bank account (ACH)) before or at their next membership renewal, you have two options.

#### Option 1: Send a payment info request to the patient before the renewal date

<Steps>
  <Step title="Request payment information">
    Open the patient's demographics and click **Request payment info** → **Send Request**. The patient receives an email prompting them to add payment details.
  </Step>

  <Step title="Patient opens their payment details page">
    The patient clicks **Add Payment Details** in the email to open their payment details in a browser.
  </Step>

  <Step title="Patient adds new payment method">
    The patient clicks **+ New payment method**, fills in their billing information, and enters information about their new payment card or selects **US bank account** to connect their bank account for ACH payments. 

    * If the patient chooses **US bank account**, they can search for their bank and follow the prompts to log in and authenticate through their bank's secure connection flow.
      * Patients can also enter their bank account details manually, then wait to receive a microdeposit from Stripe and verify it via a confirmation email. This method takes longer than logging in directly through their bank account and is generally not recommended.
  </Step>

  <Step title="Patient saves new payment method and sets as primary">
    The patient clicks **Save** to save their new payment method on file. Afterwards, if they want to specify their new payment method as the primary payment method on file, they can click **Edit** next to the newly added payment method, check **Make this my primary payment method**, and click **Save**.

    <Note>
      The 'primary' payment method is only a designation if the patient already has a different payment method tied to their membership subscription. The patient (or your practice) would need to separately update the payment method associated with the membership subscription to the new 'primary' payment method. 
    </Note>
  </Step>

  <Step title="Update the membership enrollment">
    1. Go to the patient's demographics and navigate to the **Membership Information** section.
    2. Click **Edit**, confirm **Charge a payment method on file** is selected, choose the new primary payment method, and click **Update Enrollment**.
    3. Elation will charge the new payment method on the next renewal date.
  </Step>
</Steps>

#### Option 2: Wait for the renewal date

<Steps>
  <Step title="Elation sends the renewal reminder">
    On the renewal date, Elation automatically sends the patient an email or text with the charge amount and a link to their payment details.

    If the patient receives an email, the subject line will read **\[Practice Name]: Payment summary for pending charge** or **You have an outstanding payment at \[Practice Name]**.
  </Step>

  <Step title="Patient opens their payment details page">
    The patient clicks the link in the message — which may read **Update payment method**, **Manage payment methods**, or **Pay Now** — to open their payment details in a browser.
  </Step>

  <Step title="Patient adds new payment method">
    The patient clicks **+ New payment method**, fills in their billing information, and enters information about their new payment card or selects **US bank account** to connect their bank account for ACH payments.

    * If the patient chooses **US bank account**, they can search for their bank and follow the prompts to log in and authenticate through their bank's secure connection flow.
      * Patients can also enter their bank account details manually, then wait to receive a microdeposit from Stripe and verify it via a confirmation email. This method takes longer than logging in directly through their bank account and is generally not recommended.
  </Step>

  <Step title="Patient saves and applies the new payment method to their membership renewal">
    The patient clicks **Save**, then selects the newly added payment method and clicks **Use selected payment method** to apply it to the pending subscription charge.
  </Step>

  <Step title="Patient sets new payment method as primary payment method">
    The patient clicks **Edit** next to the newly added payment method, checks **Make this my primary payment method**, and clicks **Save**. Elation will charge the bank account on the renewal date.
  </Step>
</Steps>

### Viewing payments

[Click here to see how to view membership subscription payments in the Patient Payment Report.](https://help.elationhealth.com/articles/using-elation-to-securely-collect-patient-payments#viewing-&-managing-payment-transactions)

## Related Articles

* [Introduction to Membership Management with Elation](/articles/Introduction-to-Membership-Management-with-Elation)
* [Membership Management- How to Manage Plans](/articles/Using-Elation-Membership-Management-to-Create-Membership-Plans-and-Manage-Enrollments)
* [Membership Management- How to Enroll Patients in Plans](/articles/Membership-Management-How-to-Enroll-Patients-in-Plans)
* [Membership Management - Patient Self-Enrollment](/articles/Membership-Management-Patient-Self-Enrollment)
* [Membership Management- How Patients Receive Communications](/articles/Membership-Management-How-Patients-Receive-Communications)
* [Membership Management - Frequently Asked Questions](/articles/Membership-Management-Frequently-Asked-Questions)
* [Patient Payments Guide- Securely collect payments digitally from patients](/articles/using-elation-to-securely-collect-patient-payments)