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How to Customize Your Memberships & Billing Patient Chart Layout (Beta)

Learn how to drag, resize, and save a custom card layout on a patient's Memberships & Billing chart.

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Written by Vivian Guan

This feature is currently in beta. To enable it for your practice, contact Hint support.

Overview

Rearrange and resize cards on the Memberships & Billing chart including Invoices, Memberships, Payment Methods, and Notes. Your layout is saved per user and per practice, and persists across reloads and sessions.

Before You Begin

  • This feature must be enabled for your practice before you can use it. Reach out to Hint Support to request access.

  • Layout customizations are saved per user. Each user in a practice maintains their own layout.

  • For users with access to multiple practices: Each practice stores its own layout independently. Changes in one practice do not affect another.

  • Your saved layout applies to every patient's chart within that practice.

Rearrange and Resize Cards

  1. Open any patient's chart and navigate to the Memberships & Billing section.

  2. Click and drag a card to move it to a new position in the grid using the icon on the top left of the card.

  3. Cards snap to a three-column grid and can span one, two, or three columns wide. Row heights are consistent across all cards. Release the card to drop it into position.

  4. Drag the bottom right edge of a card to resize it to your preferred column width.

Save Your Layout

  1. After moving or resizing a card, a save bar appears at the bottom of the screen.

  2. Click Save to apply and store your layout, or click Discard to revert to your previously saved arrangement.

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