Practices working with employers can utilize the 'Membership Created' notification to prompt new employees to select their provider and/or location in the Hint Patient Portal. This is especially helpful when members are enrolled from an AutoSync or employer census file. It saves the practice time and effort calling the member to walk them through provider selection.
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 toggled on
Click the 'Customize' button under this notification
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
Going forward, any new membership owners that are enrolled manually or via an upload 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:
After clicking the button, the patient will be brought to a new window and asked to enter the auth code that was sent to their email:
Next, they will be brought to the provider/location selection page where they can select a provider for themselves and their dependents:
After making their selection(s) and clicking save, they will be brought to the member info page of their Patient Portal, where they can read more about their provider and additional information.
Please note that in order for this feature to work for a patient, the following must be true:
Provider collection is set to 'Required' in your Global Online Signup Settings
The patient does not already have a provider assigned