Subscribili Support

1. Start a new subscriptionGo to the Subscribers tabClick Create Subscriber at the top rightThe Location field will be pre selected based on your user access2. Select plan and billing optionsChoose...

An activation fee is charged when a member with an expired or canceled plan changes plans. Because a plan change is treated as a new subscription, the activation fee is automatically applied.Howeve...

 The office has several tools available to monitor subscription activity:The Dashboard in the Subscribili provider portalThe Enrollment Trends reportCustom reports available upon request for deeper...

 In your Subscribili provider portal, look at the left toolbar and scroll down to find Reports and Analytics at the bottom. Click this section and then select Transfers and Payouts to open the curr...

If you see the blue subscription status labeled “One Time,” it means the member’s plan will not renew after the 12 month commitment period ends. 

Under Subscription Details, you will see options for managing plan cancellations. The actions “cancel and refund” and “cancel and charge” are restricted and can only be performed by Subscribili Sup...

Only Subscribili Support or office staff with Location Admin access or higher can change a subscriber’s plan.After logging into the provider portal, navigate to the Subscription Details tab. Click ...

You can update a subscriber’s billing date directly from the provider portal. Follow the steps below to make the change.  Video DemonstrationStep-by-step instructions Open the subscriber’s account...

CareCredit can be used as a payment method only if the patient has a physical card with a Visa or Mastercard logo on it.If your office has third party financing enabled, you can charge CareCredit (...

 In the portal, go to the Payment Details section and click the eye icon next to the payment you want to view or print.A popup window will appear where you can download or print the receipt. A copy...