🔔 Beta Notice Multiple Providers is currently available to select practices in beta. Reach out to Hint Support to have it enabled for your account. During beta, enrollment and provider changes are staff-managed in the admin portal; patient self-enrollment is available through the Patient Portal Shopping beta.
Your feedback matters! Betas help us learn what's working, what's confusing, and what you'd like to see next. |
Overview
Multiple Providers extends Multiple Memberships to multi-provider practices. With this feature, a single patient can now have several memberships, each assigned to a different provider, with the revenue from each membership attributed to the correct provider automatically.
Previously, Multiple Memberships was designed for single-provider practices. Instead of using the feature, multi-provider practices often had to create separate patient records for the same person so each membership could be tied to the correct provider. That workaround created portal access issues and extra manual work. Multiple Providers removes the need for that workaround.
With this feature, your practice can:
Assign a provider to each of a patient's memberships
Keep one patient record and one portal login, even when several providers are involved
See every provider caring for a patient in one place, as the patient's Care Team
Attribute membership revenue to the right provider for reporting and reconciliation
💡 Single-provider practices If a patient has one provider, nothing changes in the experience — the patient page will now show Care Team instead of provider. |
Key Concepts
Membership-level provider — the provider assigned to a specific membership for a specific member. This is what drives billing and revenue attribution for that membership.
Default provider — also known as the patient-level provider. One provider on the Care Team is marked "Default" and sits at the top of the Care Team list. This provider is shown reports and integration syncs (e.g. EMR integrations) wherever only one provider can be listed. When manually creating a one-off charge for a patient, their default provider will be assigned to the charge by default, but a user may always change the charge's assigned provider.
Care Team — the full list of providers caring for a patient, drawn from their memberships plus their patient-level provider. On the patient page, the old single "Provider" field is replaced by "Care Team".
Before You Begin
📋 Required Setup 1. Multiple Memberships must be enabled for your practice. → See our guide: How to Enable & Set Up Multiple Memberships 2. Multiple Providers must be turned on for your account by Hint (beta). Reach out to Hint Support to be enabled. 3. You have more than one provider set up under Admin > Providers & Patients. |
✅ Before you turn it on When Multiple Providers is enabled, each patient's existing memberships inherit their current (patient-level) provider automatically. Patients with no provider set will have no membership provider until you assign one. If you don't currently require a provider on new patients, review that setting under Admin > Providers & Patients > Patients so future memberships land with the right provider. |
Assigning Providers
Set a membership's provider (during enrollment or later)
The provider is set on each membership, per member:
Open the patient's membership (when adding a new membership, or by editing an existing one).
Find the Provider field in the member section, below the rate.
It defaults to the patient's provider. Click Change Provider on the right to change it, then choose another provider.
Save the membership.
A patient can hold several active memberships at once, each with its own provider.
See a membership's provider at a glance
Open a membership's details on the patient page. The membership's provider is shown (read-only) above the coverage plan. If no provider is assigned, the field is hidden.
Manage the Care Team and default provider
On the patient page, the provider section reads Care Team and lists every provider caring for the patient. Each provider shows a "Via:" line naming the membership they cover (click it to open that membership). The Default provider sits at the top with a badge; the rest are listed alphabetically, and any "Unassigned" entry appears last.
To change a patient's default provider:
Click Edit on the patient
Open the Care Team dropdown and pick a provider.
A confirmation pop-up lists the membership(s) that will move to the new provider and reminds you: "To change the membership level providers, go to the membership page." Memberships that already have their own provider set are left unchanged.
Click Update at the bottom of the edit page to save the change.
Keeping Providers in Sync
So that simple cases keep behaving exactly as they did before Multiple Providers, Hint keeps a patient's default (patient-level) provider and their membership providers in step. How the sync flows depends on how many active or pending memberships the patient has:
Patient with one active or pending membership — the default provider and the membership's provider are kept in a bi-directional sync. Change either one and the other updates to match.
Patient with multiple memberships — the sync is one-directional. Changing the default provider updates every membership that was assigned to that provider; changing a single membership's provider does not flow back up to the patient's default, and their other memberships' provider assignments are left untouched.
ℹ️ Exceptions — the patient's default provider stays put when: • A membership is ended or canceled — the default provider remains the same. • A membership's provider is removed by a user — the default provider remains the same. |
⚠️ Losing the last matching provider If you change a membership's provider so that none of the patient's memberships match their default provider anymore, Hint warns you: "You will no longer have any membership providers that match your patient provider." You'll then choose which provider should become the new default (it defaults to the one you just set). The change saves when you click Update. |
Revenue Attribution & Reporting
When a membership is billed, its charges are attributed to that membership's provider (falling back to the patient's default provider if none is assigned). Revenue lines, deferred revenue, and payment application all follow this provider, so per-provider reporting reflects who earned what.
💡 Changes apply going forward Attribution is set when a charge is created and isn't rewritten retroactively. Existing charges keep their original provider; reassigning a membership's provider affects future billing only. |
Where to see it in reports:
Memberships report — includes a Provider column, also in the CSV export. The provider filter matches on both membership-level and patient-level providers (when a plan filter is active, it matches membership-level only).
Received Payments and revenue reports — reflect the membership-level provider on each charge.
Dashboard (Member Analytics) — includes a provider filter.
Manual charges — the Provider field now sits directly under the Patient field on the Add Charge modal and the New Charge page, so you can attribute an ad-hoc charge to the correct provider without opening additional details.
⚠️ Reporting only — not automated payouts Revenue attribution is for tracking and reporting. Payments still flow into your single practice account, and paying providers remains a practice-level process. Hint does not disburse funds to individual providers. |
Panel Size
Panel counts stay accurate across providers. A patient counts toward a provider's panel if that provider is their default provider or the patient has an active or pending membership with that provider. A patient counts once per provider (even with multiple memberships under the same provider) and can count toward more than one provider. Ended or inactive memberships don't count. Each provider still has a single panel limit, and the auto-close-when-full behavior on the signup page continues to work against the updated count.
Family & Multi-Member Memberships
Dependents can have different providers — for example, a parent with a primary care provider, a child with a pediatrician, and a spouse with a specialty membership.
During enrollment, each member's Provider field defaults to the patient's default provider, and you can change it per member.
Billing is unchanged: one invoice per membership, and a single family invoice can include charges attributed to different providers.
What's Included in Beta
A provider on each membership (per member), editable during or after enrollment
Care Team view on the patient page, with a labeled default provider
Automatic syncing between the default provider and membership providers
Per-provider revenue attribution across membership billing, Received Payments, and revenue reports
Provider column and filter in the Memberships report, plus a provider filter in the Dashboard.
Accurate panel counts across patient-level and membership-level providers
Multiple memberships with different providers on one record, including family members
Patient self-enrollment with provider selection in the patient portal
Coming Soon
We're actively working on expanding this feature. Here's a preview of what's next:
Patient self-service provider switching in the portal
Provider-based pricing and location-based assignment
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 Multiple Memberships enabled to use this?
A: Yes. Multiple Providers is an extension of Multiple Memberships, so that feature must be enabled first.
Q: What happens if a patient has only one provider?
A: The patient page shows their provider in the Care Team field (previously named Provider).
Q: What is the "Default" provider used for?
A: The default is shown on reports and integration syncs wherever only one provider can be listed. It's the patient-level provider and appears at the top of the Care Team. When manually creating a one-off charge for a patient, their default provider will be assigned to the charge by default, but a user may always change the charge's assigned provider.
Q: If I change one membership's provider, does the patient's default change too?
A: It depends. For a patient with a single membership, the default and the membership provider sync both ways. For a patient with multiple memberships, changing one membership's provider does not change the default — but if that change leaves no membership matching the default, you'll be prompted to pick a new default.
Q: If I change a membership's provider, does that change past revenue?
A: No. Pre-existing charges' provider assignments remain untouched, so historical reporting stays accurate. The change applies to future billing only.
Q: Does Hint pay each provider automatically?
A: No. Attribution is for tracking and reporting only. All payments flow into your single practice account and you handle paying providers.
Q: Can a patient choose or change their own provider?
A: Not in the current beta. Enrollment and provider changes are staff-managed; patients should contact your practice to switch. Patient self-selection is on our roadmap.
Q: If a patient has memberships with two providers, whose panel do they count toward?
A: Both. A patient counts toward each provider they're tied to (patient-level or via an active/pending membership), counted once per provider.
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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Need help? Contact Hint Support at support@hint.com.