1. AMERICA'S HEALTHSHARE
  2. Patron Groups
  3. Patron Group Management

How do I add a Member to my Patron Group?

There are two ways to add Members to your Patron Group depending on whether the group member already has an active America's HealthShare Membership or not.

Generate Payment Token

If the group member is not already an America's HealthShare Member and will need to apply for a new Membership, generate a payment token that can be added during the group member’s Membership application process. To complete this process, you will need the Primary Member’s first and last name, email address, date of birth, and last four digits of their Social Security number.

  1. Log into your Patron Center account
  2. On the account Home page, under the Group Members section, click on the Add Group Member button in the top right corner.
  3. Click on Generate Token.
  4. In section 1, fill in the Primary Member’s first and last name, email address, date of birth, and last four digits of their social security number.
  5. In section 2, click on the Generate Token button.
    • If you prefer to send the payment token to the group member in your own communication, copy the token number. If you would like the Patron Center to send a notification to the group member with their token number, check the box that says “send notification after a member is added.” If you want to send your own email with application instructions, uncheck the box and copy the payment token ID. 
    • The group member will then select Group Payment Token as their payment method on their application and input the payment token ID. Once approved and the Member completes their Sharing Account setup, the Membership will be automatically linked to the Group.
  6. In section 3, choose a Start Date from the dropdown. This will be the date on which the Group will start facilitating the funding of group member’s total Monthly Contribution amount.
    • Note: This will include any monthly fees on the group member’s Monthly Contribution, such as the fee for participation in our health coaching program, America's Well.

  7. To add the group member to your group, click Add.

    If you need to resend the payment token to a group member you have already invited, you can do so in the Group Members section by clicking on the three dots (. . .) under the actions column to the right of their name. Then, click Resend Token.

    • Note: If a group member applies using the payment token method, their application fee will be added to your next Group Billing.

Link an Existing Membership

If the group member is a newly approved or an existing America's HealthShare Member, be sure to have their Membership ID number and the email associated with the Primary Member on the Membership ready to complete this process.

  1. Log into your Patron Center account
  2. On the account Home page, under the Group Members section, click on the Add Group Member button in the top right corner
  3. Click on Link Existing Membership
  4. In section 1, input the group member’s Membership ID number and the email associated with the Primary Member on the Membership and click Search. 
  5. Section 2 will automatically fill in the Membership information of the Membership’s Primary Please confirm that the information is correct. If it is not correct, try again.

  6. In section 3, choose a Start Date from the dropdown. This will be the date on which the Group will start facilitating the funding of the group member’s total Monthly Contribution Amount. 

    Note: This will include any monthly fees on the group member’s Monthly Contribution, such as the fee for participation in our health coaching program, America's Well.

  7. If you would like an email to be sent to the Primary Member notifying them that their Membership is now part of the Group, check the box that says “Send a notification after the Member is added to the Group.” If not, uncheck the box.

    Note: You do not need to choose an End Date if you do not want to. The Membership will remain part of the Group until you decide to remove it.  

  8. To add the Membership to your group, click Link.
  9. Confirm that you would like to facilitate funding of the Monthly Contribution amount listed by clicking Ok.

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