All aspects of our business revolve around members and nonmembers. This course will educate participants on how to read a membership order in Personify and distinguish between a member record vs a non-member record. This training will also cover the federated membership dues model.
Membership can be the backbone of an association. This course will teach you the types of membership that can be setup in Personify. Membership structures are created to maintain the various levels (national, chapter, society, etc.) of membership available for membership products. Participants will review the membership structure setup in Personify, in addition to reviewing the setup of existing membership products in AOA.
Membership is defined in Personify as selling a membership product to a constituent. Learn how to view and manage membership orders in Personify. Participants will learn how to update cycle begin dates, cycle end dates, proration dates, update rate codes, apply payment schedules, and take membership dues payments. Participants will also learn how to run membership rosters, reports from Personify. This course will also review the online join process, online membership dues payments, and membership invoicing.
Student members of the AOA are slightly different from the affiliate memberships. Learn how to work and maintain student membership using the constituent importer as well as manually adding members through the AOSA and AOA org units. Students are also allowed a membership with an affiliate. Learn how to run reports for student membership and how students are automatically transitioned to affiliate memberships within their fourth year of optometry school.
Constituents can join the AOA and affiliates directly if they meet certain criteria. For example, the public can become members of the AOA or the PRC if they have not attended optometry school. International doctors of optometry can join the AOA directly as associates as well. Affiliate members can join other affiliates directly if they have a current membership with the AOA through another affiliate. Doctors and students of optometry can join the Contact Lens and Cornea Section if they are a current member of the AOA. These types of members are called Associate members. Learn how to view, manage associate membership in Personify. Participants will also learn how to run invoices for associate membership.
Provisional members are members who join the AOA and an affiliate directly through the online join web application. Upon payment of their membership, the AOA affiliate reviews the membership and either approves/denies the membership. This course will teach you how to process provisional membership approvals, rejections, and exceptions using the order entry subsystem.
Behind the scenes of Personify, batch/TRS jobs are run to keep membership order balance correct, invoices are being sent to members, and renewals are being processed annually or monthly. Participants will learn the many batch/TRS jobs that run suspension, invoices, deferred payment processing, and renewals. Trainees who attend this course will not necessarily be processing the batch/TRS jobs.