---
title: "How to change service plans"
slug: "how-to-change-service-plans"
updated: 2025-09-09T21:46:53Z
published: 2025-09-09T21:46:53Z
canonical: "docs.claim.md/how-to-change-service-plans"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.claim.md/llms.txt
> Use this file to discover all available pages before exploring further.

# How to change service plans

### Changing Your Service Plan

Follow these directions to switch your Claim.MD service plan and choose when the change should take effect.

**Step 1 — Open billing.** In the left navigation menu, go to *View/Pay Invoices*.

**Step 2 — Start a plan change.** Click the button.

**Step 3 — Choose a plan.** Select one of the available plans below. For a complete breakdown of what’s included in each plan, click [Full Pricing Details](https://www.claim.md/pricing).

![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1757454261574.png)

#### Unlimited Plan

- Unlimited Claims
- Unlimited ERA
- 1,000 Eligibility (per month)
- Alternate file formats

[Full Pricing Details](https://www.claim.md/pricing)

#### Small Volume Plan

- 100 Claims, ERA, and Eligibility (per month)
- Perfect for single doctor practices

[Full Pricing Details](https://www.claim.md/pricing)

#### Basic Plan

- Pay only for what you use
- Great for submitters with a small number of claims per tax ID

[Full Pricing Details](https://www.claim.md/pricing)

**Step 4 — Select when the change takes effect.** Pick one timing option:

 Start at next billing cycle

Your current plan continues until it renews, and the new plan begins on that renewal date.

 Start immediately

Your new plan begins today. Any usage on your current plan will be billed now.

#### Immediate Change Notice

- We will pro-rate the monthly service fee on your existing plan.
- We will bill for all transaction-based usage under your previous plan up to this moment.
- Your new plan’s billing cycle starts today.
- Transaction-based usage on your new plan will be billed immediately.

**Limit:** Accounts are eligible for one “immediate” plan change every 30 days.

![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1757454306010.png) **Step 5 — Review and confirm.** Check your selection, then confirm the change. You’ll receive a confirmation on screen (and by email, if enabled).

 You can cancel before confirmation without making changes.**Need help?** If you’re unsure which plan is right for your organization, select *Full Pricing Details* for inclusions, limits, and examples, or contact Support before confirming.