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 chart in Hint
  2. Click into their 'Memberships' tab and click into the active membership
  3. If the patient does not have a membership, you can create a membership
  4. Assign a broker by clicking '+ Add Broker' as shown in the screenshot

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 see a list of broker names when they are enrolling

Instead of allowing the patient to self-select a broker, you can instead 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. You can add the broker id to the end of a registration url to assign that broker to any existing signup page
  2. Find the signup page by going to Admin>Online Signup>Signup Pages
  3. Click 'Customize URL' for that signup page
  4. Choose broker from the dropdown list
  5. Copy the URL and provide it to the broker to share with patients who want to enroll or add it to your marketing website
  6. Note: This url / setting is not saved, and will not affect existing links for this signup page.
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