The below will advise workflow on both the Individual Member cancellation request and the Hospital/Practice Member cancellation request.
Individual Member Requests
In NetForum follow the below steps:
1. Go to the NetForum Account for the member
2. Click on the Membership Tab
3. Find and Click on the green arrow next to the Individual Member Dues 2024 Invoice number
4. Click on the Add button at the top
5. Choose the Void Option
6. Transaction Batch - Today's date
7. Action - Void
8. Click SAVE
9. Click on the Membership Tab
10. Click on the Edit button at the top
11. Enter a termination date
12. Choose Correspondence Tab in NetForum and enter the following message:
"Cancellation of the 2024 Dues Membership requested by the member. Processed cancelation and voided current Dues Membership Invoice #XXXXXX. Emailed member back advising of completed cancellation using HubSpot.
13. Close HubSpot ticket with the Resolution - Dues Billing cancels/questions/feedback
14. Send email back to individual. Use the template labeled Request to Cancel AAHA Individual Membership
Hospital/Practice Membership
1. Forward to the Practice Consultant and Accreditation Specialist assigned to the state that the practice is in.
2, Email back "Thank you for letting us know. We have forwarded your request to the Accreditation Team and they will be in touch if there are any questions."
3. Notate NetForum that we received a cancellation request from the practice, and we have forwarded the cancellation to the PC/AS to process the Drop Form.
4. Close HubSpot ticket - choose the resolution "Dues Billing cancels/questions/feedback"