Account and membership
Profile
Section titled “Profile”Complete patient identification and demographic fields when the product asks for them. Organizations use that profile for booking and later care. It is not the same as organization access.
Membership
Section titled “Membership”Membership is the patient subscription that controls commercial eligibility, service category limits, and booking quota. It is not a staff role.
- Open Membership or Benefits in the Patient Portal.
- Review the active plan and remaining category limits.
- Use the in-app plan screens to upgrade or downgrade only when those actions are offered for your plan.
Membership booking requires an active membership. Private-service booking does not. If membership booking is blocked, check the plan status before you retry a slot search.
What membership is not
Section titled “What membership is not”- It does not grant Organization menus.
- It does not approve a provider profile.
- An access invite from an organization does not create membership.