Use this lesson to review administration decisions in a prepared demonstration. Do not start a paid subscription, enter payment details, cancel access, request deletion, or make a real retention change for practice.

Before you begin

You need View billing to inspect billing information, and Manage billing only when an authorized real change is required outside this lesson. Use a prepared demonstration of billing choices and recorded activity.

Review billing choices

  1. Open Settings > Billing > Plans and usage in the prepared organization. Confirm the organization name before interpreting the plan.
  2. Identify the edition, position quantity, current managed-position usage, and trial or paid-period dates.
  3. Use the pricing calculator only to estimate a different quantity. Do not continue to checkout.
  4. Read the difference between a trial, a paid subscription, and cancellation at the end of a paid period.
  5. Review the demonstrated cancellation information and identify the effective date. Explain that ending a subscription does not itself request permanent deletion.
  6. Review the demonstrated restoration choice. Explain that access may be restored while the retained organization is still available under the current policy.

Decide from dates in a prepared example

Use a demonstration where a paid subscription is canceled on February 15, 2027 and its current paid period ends on March 31, 2027. The correct decision is that access continues through March 31; the cancellation stops the next renewal and does not remove the organization on February 15.

On April 10, 2027, the organization is in the retained 90-day grace period. If the authorized billing contact decides to continue, they can review the offered paid-plan action to restore access while the organization remains available. If they decide not to continue, no one should request deletion merely because billing ended: permanent deletion is a separate authority and retention process. Do not make either change during this lesson.

Follow the recorded history

  1. Open Activity history for a prepared position or organization setting.
  2. Find who recorded a change, when they recorded it, why it was made, and the date the business change begins.
  3. Compare the recorded time with the effective date. For the Evergreen Health practice, the Patient Services Coordinator position and Avery Reed’s assignment begin on January 1, 2027.
  4. Open a related request when you need the submitted values, files, or decision. Do not treat a history entry as proof that every later report has been refreshed.

Distinguish retention actions

Compare these examples without performing them:

  1. Deactivating Avery’s organization access stops Avery from entering this organization; it does not end Avery’s employee assignment.
  2. Deactivating an employee or marking a position Eliminated preserves the organization’s recorded history.
  3. Canceling a subscription stops its next renewal or ends a trial as described on the billing page; it does not delete the organization’s information.
  4. A permanent deletion request requires an authorized organization contact and follows the retention and review process in Data retention and deletion.

Check your result

The learner can identify the current plan and its dates, locate a recorded change, and explain the difference between removing a person’s access, ending a subscription, and requesting permanent deletion.

Ask: What should happen on March 31 and April 10 in the prepared example? You should be able to explain that paid access ends after March 31, restoration can be considered during the grace period, and permanent deletion still requires its separate authority and review. Read the linked Help article and the organization’s current roles rather than assuming an administrator can permanently delete the organization.