1. What commission rates does HintOS support?
$ or % based
Primary member or all members
Hint does not support 4 tier commission rates at this time
2. How do I send summary information to the broker?
A pdf version of the broker statement can be downloaded and sent as needed
3. How do I send detailed / patient information to the broker?
Navigate to the commission statement: Commissions > Statements > Click into an invoice
Look for header 'Patient Level Calculations'
Click the blue link 'statement lines report'
You will be taken to the 'Statement Lines' Report
Click the blue download button and send to your broker
4. How do I end all deals for a broker?
You can end all deals for a broker account, or, if there are multiple brokers within a broker account, you can end all deals for just one of the brokers. You'll find guidance for either option below.
If you would like to end all of a broker account's deals, follow these steps:
Navigate to the broker account's 'Account Setup' tab
Scroll to the bottom of the page and click 'End All Deals'
Select the end date for the broker account's deals. You may select today's date or a future date.
The broker account's active deals will end on the date you selected, and any deals taking effect after that date will be deleted.
If the broker account has multiple brokers, and you only want to end one of the broker's deals, follow these steps:
Navigate to the 'Brokers' tab of the broker account
Click 'End' next to the broker's name
Select the end date for the broker's deals. You may select yesterday's date, today's date, or a future date.
The broker's active deals will end on the date you selected, and any deals taking effect after that date will be deleted.
*Note: After you end a broker's deals, the broker will be archived.
If you would like to restore an archived broker, follow these steps:
Navigate to the 'Brokers' tab of the broker account
Click 'See Ended Brokers'
Click 'Restart' next to the Broker's name
*Note: Restarting the broker will not re-activate any of their ended deals.
5. How do I archive a broker account?
Navigate to the broker account's 'Account Setup' tab.
Scroll to the bottom of the page and click 'Archive'. If the broker account has no deal history, you can delete the broker account.
6. How do I update a broker account's retail commission rate?
You can update a broker account's retail commission rate by adding a new schedule on the broker account's Account Setup tab:
Please note that updating a broker account's retail commission schedule will not update the commission rate for any existing retail deals. The new commission rate will only go into effect for new deals created after the change.
7. How do I update the commission rate for an employer deal?
Navigate to the 'Deals' tab of the broker account
Find the employer deal you'd like to update and click '+Add Rate Change'
Enter the new commission rate
Select the date that this change should take effect. You may select yesterday's date, today's date, or a future date.
This change will take effect on the date you selected & will update the commission rate for all members sponsored by the employer (both pre-existing members & new members enrolled after the rate change).
