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Online Signup - From the Patient's Perspective
Online Signup - From the Patient's Perspective
Tasha Demkiw avatar
Written by Tasha Demkiw
Updated over a week ago

Online Signup - From the Patient's Perspective

Please note that the following may be slightly different than what your signup pages looks like, depending on how you have customized the process here.

Patients will first be asked to enter information about themselves. Once they have entered at least their first name, last name, email, and phone number, they can continue to the next page.

If your practice collects patients' address and/or insurance information, patients will continue to the "Additional Details' page. Otherwise, they will continue to the 'Members' page.

Next, the patient can enter their demographic information as well as add additional plan members before continuing to the confirmation page.

Patients can add additional members to their membership by clicking '+ Add another member' and entering their information. Based on the demographics and other patients added in the 'Add plan members' section, we will show patients how much their recurring bills will be.

After clicking 'Continue to Confirmation page', they will then be asked for a payment source. If you are accepting ACH, we try and encourage patients to enter a bank account instead of a card in order to save your practice processing fees.

If adding a payment source is optional, patients will have the opportunity to skip this section.

Patients can verify their bank using instant verification by clicking 'Connect your bank account' (if they have one of the 17 banks listed in the pop-up menu) or they can select 'Link your bank account manually' and enter their account and routing number. We will then verify the account using two small test deposit .

If a patient would like to pay by credit card, they can select 'Credit/debit card'.

If you allow different billing periods, patients can select their billing schedule. If you have shared out any coupons, this is also where patients can enter their coupon code. If you allow patients to choose their start date, they can enter that date here.


The last section will ask patients to read and agree to your membership contract(s) (if you have added any) as well as Hint's HIPAA authorization, which gives us permission to email the patient about their membership. This language is โ€œI authorize {practice name} to send email or text which may include unencrypted protected health information.โ€

When a patient selects the checkbox to agree to your membership contract or clicks on its link, the document will appear in a pop-up window for the patient to review and accept or decline. When a patient clicks 'Accept', 'Decline', or 'X', they will be returned to the online signup form, where they can click 'Confirm' when they are ready to enroll.

What happens after a patient clicks 'Confirm' and submits their enrollment?

  • If 'Auto-Confirm Memberships' is turned on here, patients will be billed and charged immediately.

  • If 'Auto-Confirm Memberships' is turned off, patients will come into Hint with a status of 'Unconfirmed' and will not be billed nor start until you confirm them.

  • If 'Auto-Confirm Memberships' is turned on but you are a new practice with a future launch date set here, patients will be confirmed but will not be billed nor start until your launch date.

After patients click 'Confirm', if you are not using the 'Auto Redirect to External Site' confirmation setting, they will be taken to your 'Thank You' page. This page can be customized here in the the 'Confirmation Page' section, but below is a general idea of what that page will look like:

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