Membership Reports
Membership reports are quick, convenient tools for tracking your client's billing history, monitoring credit card expirations, and more!
Click on the links to jump to a report!
Membership reports are available In PatientNow Essentials and the Preferred & Ultimate editions of Envision. To upgrade, please contact our Sales Team at 800.436.3150 or sales@patientnow.com.
Expiring Credit Cards Report
The Expiring Credit Cards shows credit cards expiring in the time frame you choose. This information can help you to reach out to clients and remind them to update their payment information.
Options Include:
Expiration in # Months
This report displays the following information:
Client Name
Home Phone
Mobile Phone
Card Expiration
Name on Card
Last 4 Digits of Card Number
Report Example:
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Membership Billing History Report
The Membership Billing History report shows the billing history per client. This report allows you to view a range of information like errors, initial payments, and manual edits which can aid your business with accounting and bookkeeping.
Options Include:
Date Range Selection
All or Single Client
All or Single Membership Program
Transaction Type Selection
This report displays the following information:
Client Name
Transaction Date
Membership Program
Payment Amount
Approval Code
Payment Type
Transaction Type
Note
Transaction Types:
Initial Billing
Renewal Approvals
Renewal Declines
Renewal Pendings
Manual Edits
Freezes
Deactivations
Cancellations
Reactivations
Errors
Report Example:
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Memberships by Client Report
The Memberships by Client report shows the clients per membership program. This report can be used to gauge the popularity of various membership programs and assess enrollment.
Options Include:
All or Single Membership Program
All Dates or Date Range Selection
Membership Status
Only Display Past Due Memberships
This report displays the following information:
Membership Program Name
Client Name
Membership Status
Payment Amount
Membership Program Term
Number of Terms Billed
Date Sold
Last Bill Date
Next Bill Date
Number of Billing Retries
Report Example:
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Next Billing Preview Report
The Next Billing Preview shows clients who are due to be billed for memberships, which could help your business to send reminders or ensure their card information is up-to-date.
Options Include:
All or Single Membership
Sort By Options
This report displays the following information:
Client Name
Membership Program Name
Last Bill Date
Next Bill Date
Report Example:
[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002Ywr&feoid=00N3s00000QF9k7&refid=0EMRd00000962mk">)