This section of the portal provides the employer access to all employees and dependents

From here, employers can add new employees or dependents

You are also able to edit and enroll/unenroll patients

This section of the portal provides employer access to their invoices with a practice

Note: To protect patient privacy all non-membership charge details are not visible. Aggregate costs can be viewed in the summary section above by category of charge
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Here the employer can leave any notes they wish to make on the account. There is also the option to flag important notes.

This section of the portal is where:

This section of the portal is where the company's unique online signup link is located.

Please note that after an employee completes the online signup form, their membership will have a 'Needs Approval' status and a company administrator or. practice user would have to review and approve the membership before they would be enrolled.

Here employers can view/add payment methods as well as the Autopay setting.

Notifications: Employers get an automatic reminder to update their enrollment list before invoicing, plus a notification when their invoice is ready for review — both can be scheduled in advance or turned off.

Scheduling: Admins control the full invoice timeline — when it moves from draft to locked/issued, when autopay runs (if enabled), when payment is due, and how many days after the due date a past-due reminder goes out.

Charge visibility & payment: Admins choose whether employers see itemized charge details/patient names or just category totals, whether point-of-care service charges get folded into the next membership invoice or billed separately, and which payment methods employers can use.

These are emails that will be sent to any patients who are being sponsored by their employers. They will also receive any patient emails that don't relate to payment of their memberships.
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This section of the portal is where employers can uploads employees into Hint

Files are uploaded in CSV format