In an effort 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, update contact info, and update insurance information.
Respecting the feedback from patients and our clients, we created a login-less access link that allows the patient to leverage a magic code to access their member portal link.
Please reference this article to understand how to grant patients access to their portal.
Invoices
When the patient enters the self-serve portal, they are taken to their invoice overview page. Here, they can:
Access their invoices and process payment or download a copy of them.
Generate an account statement, which is a summary of charges within a time period.
Paying an Invoice
Patients can choose to pay an invoice in full or apply partial payments. They can use a saved payment source or add a new payment source.
When adding a new payment source to pay an invoice:
The patient choose to use the new payment source to pay other past due invoices.
They can also choose not to save payment source to their account.
Agreements
If there are any documents that require a signature from the patient, they will be able to view & sign them in the 'Agreements' section of the portal. If the patient has already signed all of their documents, they can view copies of the signed agreements here as well.
You can send a specific patient a direct link to their agreements in their patient portal by following the steps in the following support article: Send Request for Signature.
Payment Sources
Patients can add and remove payment sources from the 'Payment Sources' tab.
*Note that patients can only remove a payment source if there is more than one payment source on file.
When adding a new payment source, the patient can choose to use it to pay their past due invoices:
Updating Contact Info
From the "Members" section, membership owners can view everyone on their membership and edit any member's contact information by clicking the blue "Edit members' details" link next to their name.
The editable fields are:
Email Address
Phone number(s)
Address
Some sections will require members to contact the practice, to prevent any issues with pricing changes based on age (e.g. editing DOB) or name changes that could update downstream clinical systems:
Updating Insurance Information
From the "Members" section, patients can update their insurance information by clicking the blue "Edit members' details" link next to their name.
The insurance fields that can be updated include:
Insurance provider
Policy number
Group number
Subscriber ID
This allows patients to keep their insurance details current without contacting the practice.
Reviewing Memberships
From the "Memberships" section, patients can view details on their current or previous memberships such as the enrolled members' start/end dates, amount, and next bill date.
