FAQ

  1. How can I cancel my membership?

    You can cancel your membership at any time with a few clicks.
    1.Sign in to your account.
    2.Click on the My Account link at the top of page.
    3.Click “Cancel Subscription” under the “Useful Links Column.”
    4.Confirm and you’re done.

    Your membership will remain active until the end of your subscription period which is noted on the upper left hand side of the My Account page.

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  2. Why does my membership say “expired?”

    All members are automatically charged according to their plan (e.g. monthly, every 3-months, etc.). However, if you credit card has expired, or you are over the charging limit on your card, your membership fee cannot be processed. Our system will try to charge your card three times, and then it changes your status to “expired” and you are locked out.

    However, there is an easy remedy.
    1.Sign in to your account.
    2.Click on the My Account link at the top of the page.
    3.Click on Add/Renew Subscription and enter your credit card.

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  3. How can I save forms?

    When you see a worksheet or form you think you might use in the future, click the Add to Library Button beneath the form. To view the forms you have saved, click the My File Library at the top of each web page.

    If you have a lot of tools in your library, you can easily sort them in alphanumeric order, by the date you saved them, or by the type of tool.

    Of course you can also simply download tools and forms to your computer.
    Note: When click on a practice management form, it will automatically download to your computer.

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