Memberships — Health Pay

Active memberships

Paused

$0.00/mo on hold

Expired

$278.00/mo lapsed

Est. monthly recurring

$89.00

Prepaid · unused

$442.00

5 services/diagnostics collected, not yet used

Maria R.

PT-48213 · HP-1200

active

$149.00
$89.00

Next invoice

10-01-2026

Total per cycle

$238.00

2 recurring items

James T.

PT-40917 · HP-1208

expired

$129.00

Next invoice

—

Total per cycle

$129.00

Create new invoice

Membership	Patient	Item	Schedule	Next invoice	Amount	Source	Status
MB-1001 +1	Maria R.PT-48213	Packages · Qty 1 Product · Qty 1 · 2 refills	Every monthEnds 08-23-2026 Every month3 invoices	10-01-2026	$238.00	HP-12003 generated	active
MB-1003	James T.PT-40917	Packages · Qty 1	Every monthEnds 09-08-2026	—	$129.00	HP-12082 generated	expiredNew invoice needed

MB-1003 · from invoice HP-1208

Nutrition Coaching Program

James T. · PT-40917

Billed items

Items, quantities and prices come from invoice HP-1208. To change them, edit the source invoice.

Nutrition Coaching Program
Packages · HP-4002
Qty 1 · $129.00

Need to change items? Edit invoice HP-1208.Edit source invoice

Billed per invoice$129.00

Prepaid credits

$163.00 unused · 2 of 4

Comprehensive Metabolic PanelCollected 08-10-2026 · Expires 12-08-2026$68.00Unused
Follow-up Visit (20 min)Collected 07-10-2026 · Expires 09-08-2026$95.00Expiring soon
Comprehensive Metabolic PanelCollected 06-10-2026 · Expires 10-08-2026 · Applied on HP-1201$68.00Applied
Follow-up Visit (20 min)Collected 06-10-2026 · Expires 08-09-2026$95.00Expired

Manage on Accounts

Recurring schedule

Recurring care can't run indefinitely. This schedule is capped by the provider's allowance from the related encounter (90 days total).

Provider allowance reached — this membership has ended.

It can't be extended. To continue care, the provider documents a new encounter, then a new invoice is created from it and set to recurring.

Create new invoice for James T.

Duration

Start date

End

End date

No later than 09-08-2026 (max 90 days)

Interval

Limited by this item's max settings — up to 90 days between invoices.

Repeat

Every number of months

Max 3On day

Invoice date

Days in advance

Create the invoice this many days early

Repeats on the 10th every month, until 09-08-2026. No further invoices are scheduled.