Skip to main content

Core Migration to Hint

This document provides an overview of what to expect during your onboarding journey and ensures we stay on track as you ramp up with Hint.

Jahnis LaFaver avatar
Written by Jahnis LaFaver
Updated over 3 weeks ago

To ensure this process runs smoothly, we depend on you and your team to respond promptly. As a best practice, we recommend identifying 1-2 people within the practice who will collaborate with Hint’s Onboarding team.

Timeline with Migration

  • Within the first week:

    • Sign the Hint Agreement & Complete the Onboarding Form: This will unlock your access to Hint Health.

    • Welcome Email from Hint Onboarding: You’ll receive an email from your onboarding manager with an introduction to Hint, an invite to the Hint Community where on-demand lessons are available, a link to create your account, and a link to schedule your data migration kick-off call.

    • Please review our CCDA Import support article, which further explains what is needed and what to expect for your patient data migration to Hint.

  • Within 2-4 weeks:

    • Complete your Hint Core on-demand training modules. Once finished, you will have the option to schedule a call with Hint’s Onboarding team and access our library of Support Resources.

    • During your data migration planning call, we will cover the following and more:

      • Patient demographics upload

      • Memberships upload

      • Payment source migration

      • You will receive templates and details covered in your call as a follow-up after your call.

  • Within 4-6 weeks:

    • Once you’ve received access to your account, completed training, and your migration is complete, you're all set to go live on Hint Health! (timeline dependent on customer completing steps listed above)

Did this answer your question?