🔔 Beta Notice This feature is currently only available to select practices in beta. Reach out to Hint Support to join the beta and get the feature enabled in your account.
Your feedback matters! Betas help us learn what's working, what's confusing, and what you'd like to see next. |
Overview
Patient Portal Shopping lets your patients discover, browse, and purchase eligible memberships and packages directly from their patient portal — no staff involvement required.
With this feature, your practice can:
Offer ‘add-on’ memberships and packages for patient self-enrollment
Control exactly which offerings appear in the portal
Reduce the manual work of enrolling patients one by one in add-on memberships or package sales
Give patients a modern, self-service shopping experience
Patients see a clean grid of available offerings, your preferred marketing content, and can complete their purchase all without calling your front desk.
Before You Begin
Patient Portal shopping works with two types of offerings – Multiple Memberships and Packages. You need at least one of the following set up before patients can see anything in the portal:
Option A — Add-On Memberships (Multiple Retail Memberships)
Add-on memberships require the Multiple Memberships feature to be enabled for your practice.
📋 Required Setup Multiple Memberships must be enabled under your Membership Options settings. Once enabled, you can create additional membership plans that patients can self-enroll in alongside their existing plan. → See our guide: How to Enable & Set Up Multiple Memberships |
Option B — Packages
Packages are available to all practices and are on by default. If you haven't created any packages yet, you simply need to create your first one.
Packages let you bundle services and products into a single prepaid purchase — great for things like wellness panels, procedure packages, or curated care bundles.
📋 Required Setup Navigate to Charges & Packages and create at least one package. → See our guide: How to Create & Manage Packages |
Setting Up Patient Portal Purchasing
When creating add-on memberships and/or packages, you can configure each offering individually to control whether it appears in the patient portal.
Step 1 — Mark a Membership as Available for Patient Enrollment
For each add-on membership plan you want patients to be able to purchase:
Go to your membership plan settings for the relevant add-on membership.
Check the box labeled "Allow members to enroll via Patient Portal."
Create and save the membership’s name, marketing description, price, and image that will appear on the portal.
💡 Default Behavior This checkbox defaults to unchecked for all new memberships. Offerings will only appear in the patient portal when you explicitly enable them. |
Step 2 — Mark a Package as Available for Patient Purchase
For each package you want patients to be able to purchase:
Go to the respective package’s settings under Charges & Packages.
Check the box labeled “Can be Purchased on the Patient Portal."
Create and save the package’s name, marketing description, price, and image that will appear on the portal.
Step 3 — Patient Experience
Patients will see your enabled offerings in a new tab, ‘Available Services’ in the patient portal.
Each offering displays:
Offering name
Patient-facing description
Price
An image (you can upload your own image)
Memberships and packages appear in separate sections, ordered by creation date.
💡 Pro Tip Want to see exactly what your patients will see? Log in with a dummy patient account to preview the portal experience before going live. |
The Patient Experience
Here's what your patients will encounter once they log in to the portal after you've enabled offerings for portal purchase.
📱 Mobile-First Design The patient portal shopping experience is optimized for mobile use. |
Discovering Offerings
Patients land on the portal and review existing offerings they have under Memberships & Packages tab. If you have offerings enabled for self-purchase, they'll see a new tab "View Additional Services" call-to-action that takes them the items you’ve marked as eligible.
Browsing & Viewing Details
Available Services are displayed in a grid layout, with memberships and packages in separate sections. Patients can tap any offering to view its detail screen, which shows:
Name & description
Price
An image
Adding to Cart & Checking Out
From the detail screen, patients tap Purchase. They can then review their cart, complete any agreements necessary for membership enrollment, and complete their purchase using:
A saved payment method on file
A new payment method they add at checkout
Patients will then see a success screen confirming their purchase after they select Complete Enrollment / Complete Purchase. The new items will then display under their active Memberships & Packages tab (viewable on both the patient and provider portals).
What's Included in Beta
This beta release focuses on core shopping functionality. Here's what's supported today:
Patients can self-purchase one package or one add-on membership at a time
Purchases are for a single member (the logged-in patient)
Practices can control which offerings are visible and can provide custom marketing content
Coming Soon
We're actively working on expanding this feature. Here's a preview of what's next:
Multi-member enrollment — purchase a membership or package on another household members’ behalf or for multiple household members at a time
Membership start date selection — let patients choose when their membership billing begins
Annual vs. monthly billing toggle — allow patients to choose their preferred billing frequency at the time of purchase if plans offer multiple tiers
Manual reordering — give practices control over the display order of offerings
Customizable confirmation emails — add practice-specific next steps or notes with clear email receipt
Non-member portal experience — a self-buy flow optimized for prospective patients or non-members
We'll update this article as new capabilities are released. Your feedback during beta helps us prioritize what matters most to your practice.
Frequently Asked Questions
Q: Do I need to enable Multiple Memberships to use this feature?
A: Only if you want to offer add-on memberships for patient self-enrollment. Packages work independently and don't require Multiple Memberships to be enabled. If your goal is to sell packages only, you can get started without enabling Multiple Memberships.
Q: Will all of my patients see the new offerings automatically?
A: Yes, once you explicitly make an offering available it will appear in the portal. Simply check the patient portal purchasing setting for the respective membership or package to ensure it will show on the portal. Nothing is shown by default.
Q: Can new patients (non-portal users) purchase offerings?
A: Not yet. In the current MVP, portal purchasing is limited to patients who already have access to your patient portal. Support for new patient enrollment is on our roadmap for a future release.
Q: Can a patient purchase a membership for a family member?
A: Multi-member enrollment is not supported in the MVP. Patients can currently only purchase for themselves. This is a planned enhancement coming in a future release.
Q: How do I preview what my patients will see?
A: The easiest way is to log in using a dummy patient account in your practice. This gives you a real view of the patient portal experience.
Q: What payment methods can patients use?
A: Patients can pay with any saved payment method on file in their portal, or add a new payment method at checkout.
Q: Can I offer both a membership and a package for portal purchasing?
A: Yes! You can enable as many memberships and packages as you'd like. They'll all appear in the Available Services view, organized into separate sections.
Q: I'm in beta — how do I share feedback?
A: Please reach out to your Hint contact or use the feedback channel shared with you at the start of the beta. We're actively iterating and your input directly shapes what we build next.
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