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Converting an Employer-Sponsored Membership to a Consumer Membership
Converting an Employer-Sponsored Membership to a Consumer Membership

Please note that access to this feature requires a subscription to our Growth tier. You can inquire by contacting support@hint.com.

Ashley Lawrence avatar
Written by Ashley Lawrence
Updated over a month ago

To remove a patient from an employer-sponsored membership and begin them on a consumer membership, first end their membership with the employer:

  1. Navigate to the employer's account in Hint

  2. Find the patient's name on the 'Employees' tab

  3. Click 'Manage' -> 'Unenroll' to the right of the patient's name

    1. To make the patient ineligible effective immediately, select a membership end date in the past

  4. To completely remove the patient from the employee list, find their name click 'Manage' -> 'Make Ineligible', then click 'Manage' -> 'Remove'

    1. Note: this will not delete the patient's record

Now you can enroll the patient on a new consumer membership:

  1. Navigate to the patient's record

  2. Click on their 'Memberships' tab

  3. Click '+ New Membership'

4. When you create this new membership, you can change the membership start date and bill date as necessary, and add adult and child dependents

(**Note: if you get an overlapping membership error, you need to set a future start date that doesn't overlap with their employer-sponsored membership's end date)

5. After their membership is configured, scroll down and click 'Create' or 'Create and Bill Now'

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