Changing a Service Plan

Administrators can change an organization's service plan in Claim.MD to adjust for billing or usage needs. Plan changes are scheduled to take effect on the 1st of the following month and can only be made by users with administrative access.

Step-by-Step Instructions

1. Access the Settings Menu

Click Settings from the main navigation menu.

Note: You must be an administrator to access the Account Settings tab.

2. Open the Account Settings Tab

Click on the Account Settings tab to open account-level configuration options.

3. Choose the Next Month’s Plan

Use the Next Month Plan drop-down to select the service plan you want to apply for the upcoming billing period.

4. Save the Changes

Click Save Changes to confirm and apply the update.

Next Steps and Confirmation

Your new plan will take effect on the 1st of the following month. To confirm the change, revisit the Account Settings tab or check the View/Pay Invoices page.