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Providing Patients with Access to the Self Service Page
Providing Patients with Access to the Self Service Page

self-serve, patient portal, access link

Alex Loeb avatar
Written by Alex Loeb
Updated over a week ago

To reduce manual tasks performed by our practice admins, Hint's self-serve portal gives your members a single place to view their membership details, pay and manage their invoices, payment sources, agreements, and update contact info. Respecting the feedback from patients and our clients, we created a login-less access link that allows the patient to access their member portal.

How do patients access the Hint patient portal?

There are two ways a patient can access the Hint patient portal:

Option 1: Send an email to a patient with their portal access link

To email a portal access link to a patient, follow the steps:

From the main patients section in your Hint account

  1. Search for and select the patient you would like to send an access link to

  2. At the top patient contact info section, click the blue link called "Send access link"

    **Note: The patient will need to have a valid email address on file and the ePHI waiver will need to accepted to be able to send this email

Patients will receive an email to access to their patient portal.

Option 2: Post the portal link to your practice website

A patient can trigger a request to receive an access link to their self-service portal through your practice's website. You can find this link to post to your website by following the steps below:

  1. Navigate to "Admin" and select "Online Signup"

  2. Choose the tab called "Self-Service"

  3. Copy the blue link and embed it behind a patient portal button on your website


Patients are prompted to sign in with their email address.

Patient will be sent a magic code and be asked to input it.

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