Intermediate course
Membership Operations
Onboard, renew, and keep members with workflows that don't depend on anyone's memory.
Self-paced · 3 lessons · 12 min · Free
Start the courseLessons
- 1Onboard new membersA workflow for the gap between a patient signing up and their first visit, welcome packets, portal access, intake forms, so new members start the relationship smoothly instead of arriving confused.4 min
- 2Track renewalsA workflow for tracking annual membership renewals, expiring agreements, and re-enrollment outreach in a DPC practice, so members don't drift away simply because nobody reached out.4 min
- 3Recover billing declinesA workflow for catching and resolving failed membership charges before they lapse into a cancellation, without it depending on someone noticing a report in Hint or Cerbo.4 min
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