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Active subscriptions with auto-pay display when the next charge will occur, so you can anticipate upcoming charges.",[690,691,692,693,696],"note",{},"If your account doesn't have any active subscriptions, the Subscriptions section shows a ",[599,694,695],{},"Choose a Plan"," option that takes you to the EVAL pricing page to select a plan. This is what new accounts see after the initial setup before choosing a subscription.",[698,699,701],"h3",{"id":700},"compliance-agreements","Compliance agreements",[592,703,704],{},"Some subscriptions include compliance agreements. If your plan requires HIPAA Business Associate Agreement (BAA) or GDPR Data Processing Agreement (DPA) acceptance, the subscription card shows the date and name of the person who accepted these terms. These agreements are tied to the subscription — if you change plans, you may need to accept updated compliance terms for the new plan.",[657,706,707],{},"If your organization handles protected health information (PHI), ensure the appropriate compliance agreements are in place before using EVAL in clinical workflows. The BAA and DPA acceptance records on the subscription card serve as your audit trail for compliance documentation.",[611,709,711],{"id":710},"transaction-history","Transaction history",[592,713,714],{},"The Transactions section provides a complete record of all billing activity. Each transaction shows the date and time, a description of what was charged, the payment method used, and the amount. This gives your finance team a clear audit trail of every charge associated with your EVAL account.",[592,716,717,718,721],{},"Use the ",[599,719,720],{},"Period"," dropdown to filter transactions by timeframe — the default view shows the last 30 days, but you can select custom date ranges to review older billing history. The list uses infinite scrolling, loading more transactions as you scroll down.",[592,723,724],{},"Transaction records are useful for reconciling EVAL charges against your organization's accounting records, verifying that plan changes were applied correctly, and confirming that payment method switches took effect. If you notice a discrepancy in billing amounts, the transaction history provides the detail needed to investigate.",[611,726,728],{"id":727},"how-subscriptions-work-behind-the-scenes","How subscriptions work behind the scenes",[592,730,731],{},"Understanding the subscription model helps you make confident decisions when changing plans or managing compliance.",[698,733,735],{"id":734},"subscription-tiers","Subscription tiers",[592,737,738],{},"EVAL offers four subscription tiers with a strict priority hierarchy: Enterprise (highest), Clinical Team, Starter, and Researcher (lowest). This priority determines how plan changes are handled — upgrading to a higher tier automatically cancels lower-tier subscriptions, while downgrading follows different rules depending on your current billing state.",[698,740,742],{"id":741},"trial-periods","Trial periods",[592,744,745],{},"When you subscribe to a Starter or Clinical Team plan, EVAL checks whether your account had an active paid subscription in the previous 90 days. If not, billing starts 30 days in the future — giving you a free trial period. If you had a recent paid subscription (even one that was canceled), billing begins immediately with no trial. During the trial, you can switch between Starter and Clinical Team at no cost. Enterprise and Researcher plans do not include trial periods.",[698,747,749],{"id":748},"upgrades-and-downgrades","Upgrades and downgrades",[592,751,752],{},"Upgrading to a higher-tier plan cancels your current subscription immediately. Downgrading to a lower-tier plan is more nuanced: if your current plan is still in its trial period, it's canceled immediately; if you're past the trial and actively paying, the current plan runs until the end of its billing period before the lower-tier plan takes effect. This ensures you get the full value of time you've already paid for.",[698,754,756],{"id":755},"billing-cycle-dates","Billing cycle dates",[592,758,759],{},"Subscription billing anchors to the day of the month you subscribed, capped at the 28th. If you subscribe on the 31st of a month, your billing date becomes the 28th to ensure consistent monthly charges across all calendar months.",[698,761,763],{"id":762},"compliance-agreement-tracking","Compliance agreement tracking",[592,765,766],{},"When your subscription requires BAA or DPA acceptance, EVAL records exactly who accepted the terms, their user ID, and the precise timestamp. If you change plans, existing compliance records are updated — the new plan's terms replace the previous acceptance. This creates a clear audit trail showing which agreements are in force and who authorized them.",[690,768,769,770,774],{},"If you cancel a subscription and later re-subscribe to the same tier, EVAL re-activates the existing subscription rather than creating a new one. This preserves your billing history and compliance acceptance records, avoiding unnecessary duplication. For details on what each plan includes, see ",[771,772,27],"a",{"href":773},"../introduction/account-types",".",[611,776,778],{"id":777},"who-can-access-billing","Who can access billing",[592,780,781,782,785],{},"The Billing page is restricted to users with the ",[599,783,784],{},"Account Administrator"," security role. Team members with Account Maintenance or Account User roles cannot see the Billing section in the sidebar. This restriction ensures that financial information — including payment methods, subscription costs, and transaction history — is only visible to authorized personnel.",[592,787,788,789,774],{},"If your organization needs multiple people to manage billing, assign the Account Administrator role to each person who requires access. For a complete breakdown of what each role can access, see ",[771,790,328],{"href":791},"./roles-and-permissions",{"title":793,"searchDepth":794,"depth":794,"links":795},"",2,[796,797,798,802,803,810],{"id":613,"depth":794,"text":614},{"id":631,"depth":794,"text":632},{"id":662,"depth":794,"text":663,"children":799},[800],{"id":700,"depth":801,"text":701},3,{"id":710,"depth":794,"text":711},{"id":727,"depth":794,"text":728,"children":804},[805,806,807,808,809],{"id":734,"depth":801,"text":735},{"id":741,"depth":801,"text":742},{"id":748,"depth":801,"text":749},{"id":755,"depth":801,"text":756},{"id":762,"depth":801,"text":763},{"id":777,"depth":794,"text":778},"Manage your subscription plans, payment methods, billing contact information, and view transaction history from the Billing page.","md",null,{"icon":815},"i-mdi-credit-card-outline",true,{"title":336,"description":811},"hRWQfbFyHtvsRWTaNjrax4DJz08s5BVM4eruPqgoDuY",[820,822],{"title":332,"path":333,"stem":334,"description":821,"children":-1},"View all evaluations across your account, manage licensing, configure clinical priorities, and review revision history from the admin view.",{"title":340,"path":341,"stem":342,"description":823,"children":-1},"Create and manage API keys for programmatic access to EVAL, with scoped permissions for account administration and chart data.",1776705256391]