There are two ways for a broker to be assigned to a patient membership: a Hint user can manually create the membership and assign a broker or the broker can be assigned during patient self-enrollment.
Staff-assisted enrollment
Navigate to the patient's chart in Hint
Click into their 'Memberships' tab and click into the active membership
If the patient does not have a membership, you can create a membership
Assign a broker by clicking '+ Add Broker' as shown in the screenshot
Patient self-enrollment
Patient's can self-select a broker during online enrollment. Once brokers are configured in your Hint account, adjust the global signup settings to collect broker information. Here's how:
Go to Admin>Online Signup
Scroll down to the toggle labeled 'Collect Broker'
Select No/Optional/Require
Scroll down and click 'Update' to save your changes
If you choose Optional or Require, patients will see a list of broker names when they are enrolling
Generating Unique Signup URLs for Brokers
Instead of allowing the patient to self-select a broker, you can generate unique URLs for each broker. This option will silently pass through the broker during online enrollment without relying on the patient to choose. Here's how:
Find the signup page URL by going to Admin>Online Signup>Signup Pages
Click 'Customize URL' for that signup page
Choose broker from the dropdown list
Copy the URL and provide it to the broker to share with patients who want to enroll or add it to your marketing website
Note: This url / setting is not saved, and will not affect existing links for this signup page.
Note: Alternatively, you can also add the broker ID to the end of a registration url to assign that broker to any existing signup page