Sharing Package or Membership Details

Your patients might sometimes request details of the packages or memberships they have purchased. You can easily view and share these details with them.

Sharing Details about a Package or Membership

Follow these steps to access and share information about a patient's package or membership.

1. Click on the Patient's Name.
2. In the sidebar, click on Packages and Memberships.
3. Click on the Three Dots located on the same line as the package or membership.
4. Select View, Print, Download, or Email.