Please note that access to this feature requires a subscription to our Growth + or Scale tier. You can inquire by contacting support@hint.com.
Overview
Packages allow your practice to sell prepaid bundles of charge items (such as services and/or goods) outside of a membership. Packages are purchased upfront with a one-time price and can include one or multiple charge items.
With Packages, your practice can:
Sell bundles of services or products (e.g., multiple visits at a discount, discounted labs, welcome kits, Botox units)
Collect full payment upfront
Automatically track redemptions over time and give visibility into remaining balances
Configure your preferred accounting style for handling packages (deferred or cash basis)
Set expiration dates for packages
Sell packages through the patient portal (beta) and online checkout pages
This feature is designed to help practices expand care offerings, reduce manual tracking, and ensure accurate billing, accounting, and reporting.
Learn more here about why accounting for packages is unique.
What Are Packages?
Packages are prepaid bundles of existing charge items. Unlike memberships (which include services within a recurring monthly fee), packages:
Are purchased separately from a membership
Require a one-time upfront payment
Include a defined quantity of specific charge items
Track and restrict utilization over time
Examples:
Bundle of 4 office visits
4-month postpartum care package with various visit types and products
100 units of Botox
Welcome kit (consult + scale + product bundle)
Discounted lab bundle
This feature release focuses on selling Packages to members; but in the future, we seek to improve the experience for selling packages to non-members without requiring workarounds like $0 memberships to maintain an 'active status' or creating inactive patients.
How It Works
Package Design
Packages are a type of charge in Hint. You create and manage your package offerings under Settings -> Charges & Taxes. Select Package instead of a standalone item to create each of your various bundled offerings. Then you can search for each package name when you sell it to a patient.
Multiple charge items with set quantities can be added to each package. You can also mix services and goods in one package, such as specific visit types or various products.
Practices can set an overall package price to offer a discount or promotion. The package price defaults to a sum of all of its included charge items, but it can be easily edited to match your practice's offerings.
Practices can also set an Expiration Date per package to incentivize use. These will display on both the provider and patient portal, and restrict a patient's package usage once the date has passed
Selling & Redeeming Packages
To sell a package to a customer, practice users add a package to an invoice, offer it through an online checkout page, add to patient portal shopping (beta). It displays as a single line item, with a list of included items in the invoice details. All payment is collected up front. In 2026, Hint is actively working on adding the ability for patients to purchase packages directly in the patient portal. Stay tuned!
When staff add an included charge item from a package to an invoice the system automatically detects eligibility. The item gets redeemed and linked to the original balance, with remaining balances viewable on the provider and patient portal. Each redemption logs the service date, item, category, and individual items' allocated value.
Both staff and patients can view:
Remaining balances
Consumption history (dates each item was used)
Expiration dates
Before You Start
Packages require:
Charge items to bundle
Clear pricing strategy (standard vs discounted bundle)
Defined expiration policy (optional)
Accounting preference (deferred/upon purchase recognition vs upfront recognition)
Set Up
Step 1: Create a Package
Navigate to Admin > Charges & Taxes
On the Charge Items tab, select +New Item
Select Package as the Item Type
Name your package
Add included charge items and quantities
Review the default total price (sum of included items)
Adjust total package price as desired (such as offering a discount)
Individual item allocations will automatically adjust. These individual amounts are solely stored behind the scenes to support item-level accounting.
Review tax settings. Total taxes are automatically calculated based on whether each item is taxable or non-taxable.
Set expiration date (if applicable)
Confirm Revenue Recognition accounting preferences.
Packages are set to Upon Consumption (also known as Deferred Revenue) by default as an accounting best practice for selling goods that are redeemed in the future.
This defers revenue from each item until it is consumed by the patient. However you have the option to claim all revenue upfront by using the 'Upon Initial Purchase' Revenue Recognition Setting.
You also have the option to set revenue to be recognized upon initial purchase - which means it will not be classified as deferred revenue and will show up in the billed revenue report immediately.
Click Create
Step 2: Sell a Package
Create or open a draft patient invoice
Add the package as a charge item
Invoice will show:
One package line item
Details of included components
Issue invoice and collect full payment
Once purchased, the package is active and ready for redemption. It will display under the Memberships & Packages tab for a given patient, as well as under the Patient Tab.
Step 3: Redeem Package Items
When delivering a service or product included in a package:
Add the corresponding charge item to a new invoice for a patient
The system will:
Detect eligibility
Automatically apply a $0 price
Log the redemption
Decrement the remaining quantity
Move the item's revenue from deferred to billed
You can view remaining balances and usage history in the patient profile under Memberships & Packages. The patient can also review their balance from the patient portal.
Step 4: Sell a Package via Online Checkout Page
Patients can purchase packages directly through an online checkout page. When a patient completes a purchase via a checkout link, the package is saved and tracked the same way as a staff-created sale.
Open the checkout page editor.
In the Charge dropdown, select the package you want to offer. Each option in the dropdown is labeled as either an item or a package.
Share the checkout link with patients.
When a patient completes the purchase:
The package appears on the patient's profile under Memberships & Packages.
Package balances draw down as items are consumed.
A package invoice is generated automatically.
The purchase appears in the Package Sales, Deferred Revenue, and Billed Revenue reports.
The purchase is recorded under the Checkout purchase channel in your reports.
Step 5: Sell a Package via Patient Portal (Beta)
Patients can purchase packages directly through the member portal. When a patient completes a purchase via patient portal shopping, the package is saved and tracked the same way as a staff-created sale.
Open the Charge Item editor on any given package
Toggle on 'Can be Purchased on the Patient Portal'
Add an image and marketing description that will appear in the explore services page listing
Promote ability to purchase packages in the portal to patients
When a patient completes the purchase:
The package appears on the patient's profile under Memberships & Packages.
Package balances draw down as items are consumed.
A package invoice is generated automatically.
The purchase appears in the Package Sales, Deferred Revenue, and Billed Revenue reports.
The purchase is recorded under the Self-buy purchase channel in your reports.
Patient Experience
Patients can:
Purchase packages through providers' invoice checkout or through an online checkout page.
See package details included on their invoice
View on the patient portal:
Remaining units
Expiration dates
Usage history
Each redemption is clearly reflected in their invoice history and will show on the patient portal.
Important Notes
Full payment is required at time of purchase.
Partial refunds are not supported once an item from a package has been consumed.
Redemptions must use existing charge items included in the package.
Packages are separate from memberships and do not modify or impact membership coverage rules. If a membership happens to include the same charge item, Hint will draw down the balance from the package first.
Invoice revisions are restricted. You can't revise a package's price from the invoice. It needs to be edited at the package level because it directly impacts the standalone purchase pricing configured for accounting purposes.
How Package Revenue Reporting Works
When you add a package to an invoice, it appears as a single line item — simple and clean for your patients to see.
Behind the scenes, however, we automatically break that package down by each individual item it contains. This means your revenue reports give you a much more detailed picture: instead of seeing one lump-sum package amount, you'll see revenue attributed to each item within the package, organized by its category.
By default, package revenue is set to Deferred Recognition. This means that when a package is purchased, the full amount is held in your built-in Deferred Revenue report — this report shows money that has been collected for services that haven't been delivered yet and are therefore considered a liability.
As your patient uses each item in the package, that item's revenue moves from