Practices working with employers can use the 'Membership Created' notification to prompt their new members to select their provider and/or location in the Hint Patient Portal. This is especially helpful when patients are manually enrolled by a company admin or practice user, or when patients are created from an Autosync or employer census file. It saves the practice time and effort calling the member to walk them through provider selection.
How to add the 'Pick Your Care Team' button to the 'Membership Created' notification
Navigate to 'Admin' > 'Notifications' and select the 'Membership' tab
Make sure Notification # 4 - 'Membership Created' is enabled
Click the 'Customize' button under Notification # 4 - 'Membership Created'
To add the 'Pick Your Care Team' button to the notification, paste the following liquid syntax into the body of the notification:
{% button {{recipient.select_provider_or_location_url}} %}Pick Your Care Team{% endbutton %}
Customize the rest of the notification as needed
Save the change to the notification
How to Send Selection Request to New Member
Navigate to the employer account's 'Employee List' tab
If the employee already exists, click 'Manage' -> 'Enroll' next to their name
If the employee doesn't exist yet, create & enroll them
After you enroll the patient, they will receive Notification # 4 - 'Membership Created', and they will be able to select their provider using the 'Pick Your Care Team' button in the email:
From here, the patient will be brought to a new window and asked to input their name and email:
Next, they will be brought to the provider/location selection page:
After selecting a provider and clicking save, they will be brought to their member info page, where they can read more about their provider and additional information.
Note: This notification is not sent if the employee is enrolled via Autosync or via an Employer Upload