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...

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 ...

Password resets can be performed by anyone with access to the Location Users page.In the Subscribili portal, open Access Management from the left menu, search for the user, and click the key icon t...

 It is not possible to merge two or more subscriptions.Instead, you can cancel the additional accounts and re enroll those patients as dependents under a single primary account.  

Dependents are charged based on the date they are added, with amounts prorated to align with the primary subscriber’s next billing date.At renewal, each dependent is charged the full dependent rate...

Once the subscription plan has been created, you will be prompted to link the patient to your PMS system.If a patient with matching name and date of birth is found, those records will appear in the...