Updating...

Skip to main content
American Optometric Association Home Page
  • All
  • Knowledge Base
  • Service Catalog
Sign In
Client Portal
  • Sign In
  • Search
  • Home
  • Services
  • Knowledge Base
  • More Applications
    Skip to Knowledge Base content
    • Search Articles
    1. Knowledge Base
    2. Personify
    3. Membership
    4. Membership Processing

    Membership Processing

    Articles (16)

    Add Processing

    Affiliate Transfer Reference Sheet

    Download a copy of the Affiliate Transfer Reference Sheet!

    Cancel vs. Terminate at End

    Current Member of Other Affiliate or AOSA

    Current Member of UA

    Deceased Processing

    Drop Processing

    Drop Processing Due to Transfer

    Dues Payments

    Dues Write-off & Waivers

    Membership Expiration process

    Describes the process of fullfilling active orders that have expired due to the end of the year.

    Membership Product Code Change with Payment

    Membership Product/Classification Change

    Membership Renewal Processes

    Describes the steps required to renew memberships on an anual basis. The preperation is extensive and the deadline is significant.

    Not a Current Member

    Same Year Reinstatement Processing

    Blank

    Popular Articles

    • AOA Dues Membership Categories
    • Export to Excel using web version of Data Analyzer
    • Designate a Tribute to a Fund
    • TIMSS Error
    • Personify 7.7 Upgrade Status
    View All Popular Articles

    Recent Articles

    • Accessing Data Analyzer from the Web
    • Credit Card Processing EUD
    • Personify 7.7 Upgrade Status
    • Printing Reports from Personify 7.7
    • Configuring Personify Outlook Plug-in Login Information
    View All Recent Articles

    Popular Tags

    • Contact (5)
    • membership (4)
    • Personify (4)
    • tracking (4)
    • batch (3)
    • suspension (3)
    • Bylaw (2)
    • drop (2)
    • Dues (2)
    • hidden (2)
    View All Tags
    Powered by TeamDynamix | Site Map