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Assigning a Broker to a Patient's Membership

Ashley Lawrence avatar
Written by Ashley Lawrence
Updated yesterday

There are two ways for a broker to be assigned to a patient membership: a Hint user can manually create the membership and assign a broker or the broker can be assigned during patient self-enrollment.

Staff-Assisted Enrollment

  1. Navigate to the patient's record in Hint.

  2. Head to their 'Memberships' tab and click into the active membership.

    1. If the patient does not have a membership, you can create a membership.

  3. Assign a broker by clicking '+ Add Broker' as shown in the screenshot below.

Patient Self-Enrollment

Patient's can self-select a broker during online enrollment. Once brokers are configured in your Hint account, adjust the global signup settings to collect broker information. Here's how:

  1. Go to Admin>Online Signup.

  2. Scroll down to the toggle labeled 'Collect Broker'.

  3. Select No/Optional/Require.

  4. Scroll down and click 'Update' to save your changes.

  5. If you choose Optional or Require, patients will be able to select from a list of broker names while enrolling.

Generating Unique Signup URLs for Brokers

Instead of allowing the patient to self-select a broker, you can generate unique URLs for each broker. This option will silently pass through the broker during online enrollment without relying on the patient to choose. Here's how:

  1. Navigate to Admin>Online Signup

  2. Click on the Signup Pages tab and find the signup page URL

  3. Click 'Customize URL' for that signup page

  4. Select the broker from the dropdown list to generate a unique URL for that broker.

  5. Click 'Copy' next to the unique URL in the form and provide it to the broker to share with patients who want to enroll, or add it to your marketing website.

*Note: This URL / setting is not saved; making selections in the 'Customize URL' form will not affect the original enrollment link in any way. You must copy the unique URL generated in the form and patients must enroll using that unique URL in order to force the selections for their enrollment.

Note: Alternatively, you can also add the broker ID to the end of a registration url to assign that broker to any existing signup page

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