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Change a subscription start date

Updated

This feature is currently only available to Lobbie EMR customers in the United States.

 

Overview

Lobbie does not currently support directly editing the start date of a recurring payment once it has been created. However, there are two ways to correct a subscription that was set up with the wrong start date:

  1. Recommended: Cancel and recreate the subscription within Lobbie.
  2. Alternative: Adjust the start date directly in Priority Payments.

 

Option 1: Cancel and Recreate the Subscription (Recommended)

This method ensures alignment between Lobbie and Priority Payments and avoids potential syncing issues.

Steps:

  1. Go to the patient’s Billing tab in Lobbie.
  2. Select the Subscriptions section.
  3. Locate the subscription with the incorrect start date and click Cancel.
  4. Create a new invoice:
    • Go to Create Invoice.
    • Select the patient and add the recurring item (e.g., TRT).
    • Set the correct future start date for the subscription (e.g., 4 weeks from today).
    • If the patient’s card was already saved, you can proceed without re-entering card details.
    • Click Process Payment.

This will create a new, correctly dated subscription in both Lobbie and Priority Payments.

 

Option 2: Update the Start Date in Priority Payments (Not Recommended)

You can also log into Priority Payments, find the recurring payment, and manually edit the start date. However, this may cause:

  • Mismatched status in Lobbie (e.g., “past due” or “pending”)
  • Discrepancies between what Lobbie displays and what Priority Payments processes

 

If a Payment Was Incorrectly Charged

If you realize that a subscription with the wrong date has already been charged, you can refund the payment:

  1. Go to the Pending Payments section in Lobbie.
  2. Locate the paid subscription charge.
  3. Click on it and select Refund Payment.

 

This allows you to correct accidental or duplicate charges.

 

Summary

Best practice: Cancel the incorrect subscription and create a new one with the correct date in Lobbie.

  • Avoid modifying subscription dates directly in Priority Payments unless necessary.
  • Use the Refund option to address any charges made in error.

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