When a patient completes the online member signup form, and you have Auto-Confirm turned Off, you will have to confirm to activate the membership and begin charges.
Click 'Patients'
Select 'Unconfirmed' from the drop down menu
Select the patient you would like to confirm
Click 'Edit Membership' or click the 'Memberships' tab
Review the membership information and make changes to it as needed (such as editing price, discounts, start date, etc)
Click 'Update' to apply changes
Click 'Confirm Membership'
Once the membership is confirmed, any charges such as the first payment and registration fee will be processed against the account on file. The start and next bill date will always default to 'Today'. If you do not confirm the membership on the day it is created, the "Today" value reflects the day you confirm rather than the signup date. Should you need an alternative start date, use the "Change Start Date" button to configure a specific date and avoid overlapping memberships. Make sure to update the end date of any previous memberships to prevent conflicts when assigning new start dates.
Permissions Required
Only practice users have the necessary permissions to change a dependent's membership start date. Company administrators do not have this capability. If you encounter issues with saving changes, ensure that the user making the adjustment has the appropriate practice user privileges.
System Restrictions
Start Date Limitations: A dependent’s membership start date must be on or before the next scheduled bill date. If you need to set a start date beyond this, you can either wait until the next invoice is issued or issue the upcoming invoices in advance.
Editing Window: If the start date is more than a year in the past, the system disables in-app date changes. Adjustments can only be made within the allowed editing window.
End Date Limitations: You cannot set a membership end date that falls after the next scheduled bill date. The system blocks future end dates extending beyond the upcoming invoice date.
Best Practices for Start Date Management
Always use the "Change Start Date" button in the Summary section to adjust dates.
Ensure that the end date of prior memberships precedes the start date of new memberships to avoid overlaps.
Strategically enable or disable the auto-confirm feature to allow for better administrative control over membership start dates.
If a dependent's start date keeps defaulting back to a previous date (e.g., 10/1/2025), verify that the user has practice user permissions.
If the calendar to change a start date is disabled, it may be because the date is more than a year in the past. Adjustments are only allowed within the system’s editing window.
Steps to Change Membership Dates
Changing a Dependent’s Start Date
Navigate to the dependent's membership in Hint Health.
Click 'Change Date' next to the start date.
Select the desired start date.
Scroll to the bottom of the page and click 'Update' to save the changes.
Updating a Patient’s Start Date
Go to the patient’s Membership tab.
Edit the membership details to set the correct start date.