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Multiple Memberships

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Written by Sarah Cooper

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

Multiple Retail Memberships lets you offer patients more than one retail membership at the same time—perfect for layering programs like DPC + weight loss, mental health, acupuncture, and more. This unlocks flexible recurring revenue and removes the manual workarounds practices used before.

Enabling Multiple Memberships

To enable the setting practice-wide, navigate to Admin > Membership Options and toggle on the Allow patients to enroll in multiple retail memberships setting:

What’s New

With this new functionality, you can now:

  • Enroll patients in multiple retail memberships (plus one sponsored plan)

  • Set unique billing rules for each membership

  • Enroll dependents in their own memberships

  • Collect and store separate agreements per membership

  • Automatically generate one invoice per membership

  • View all active memberships across the Provider Portal, Patient Portal, and Elation

Smart billing logic also prevents duplicate enrolments and automatically applies the best available coverage when a patient has overlapping benefits.

How It Works for Your Team

Provider Portal

  • Add additional memberships right from the patient profile

  • Easily manage dependents and agreements

  • See all active memberships in one place

Adding a New Membership to a Patient

  1. Navigate to the Patient List and open the patient’s record.

  2. Go to the Memberships & Packages section.

  3. Click +New then Add Membership.

  4. Set the start date, select the membership plan, and choose the billing period.

  5. Click Create.

Billing

  • Each membership bills independently—its own date, frequency, and amount

  • Each membership can have a different default payment source

  • You can see which payment method is set to autopay for each membership directly on the patient’s Payment Methods section

Reporting & Integrations

  • Memberships Report shows every active membership

  • Hint integrations (Hint + Elation) now display all memberships

What Patients See

Patients can log in to their portal and view all memberships they own or participate in. They will receive one invoice per active membership.

Adding a Dependent via the Patient Portal

  1. Log into the patient portal.

  2. Click the circle icon in the top right hand corner and select Memberships.

  3. Click View Membership Details and then Manage Members.

  4. The +Add a New Member button will appear.

  5. Enter the dependent’s demographic information and save.

    • The new member’s start date aligns with the membership’s next bill due date.

Current Limitations

  • One sponsored membership per patient

  • Separate invoices only (no combined/prorated billing yet)

  • Limited EMR syncing (most EMRs only sync the first active membership)

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