How to ensure you properly setup a new member or a patient who is not on membership for a payment plan.
A member's primary contact page has a note that reads "*Required Fields: Once a member has been saved with all required fields filled out, the Patient Financing tab will be available."
Required fields are indicated with a red asterisk.
You will need to ADD MEMBER, however, this does NOT require you to select a membership plan for that patient. You are unable to click into the patient financing tool until a member has been saved.
Please view the video below for reference: