Hint Health

Ashley Lawrence

Krystle Thornton

CC Canepa

EHR Configuration & Workflows

Dashboard widgets, Dashboard settings, how to edit your Dashboard, how to customize your Dashboard

Your Dashboard

new practice email to connect to your Hint account

Set up a New Practice Email

Admin Menu

Files Drive, Folders, Adding a new folder, adding a new file to an existing folder, patient files/folders

File Drive

How to add Full-time and Part-time Clinician team members in Hint Clinical

Add Clinicians

Hint EHR: Account Overview

Inbox Overview

Secure chats with your team and your members in Hint. 

Hint Chat introduces a more flexible and secure way for you to communicate with your team or your members. It's…

Hint Chat

Schedule Text Messages (SMS), Chat, Emails to Patients in Advance

Scheduled Messaging

How to port in a phone number to Hint, phone porting, practice phone number

Port In a Phone Number

Porting your fax number to Hint, porting fax number, fax porting

Port In a Fax Number

Ben Fetter

Hint EHR: Phone, Text, and Fax

Set Up SMS and Call Forwarding for Your Practice Phone Number

Configure Call Forwarding

Configure and Manage Voicemail

Configure After-Hours Phone Routing

Call a Patient from the Practice Phone Number Using Your Cell Phone

Call a Patient from the Chart

Call a Non-Patient (any phone number) from a Phone Number in Hint Clinical

Call a Non-Patient from Hint

Block Unwanted Callers

Jahnis LaFaver

Phone

How to send view and send faxes in Hint Clinical

View and Send Faxes

How to upload files to your file drive for a fax

Upload Files for Fax

Learn how to send SMS messages to patients in Hint

Send an SMS Message to a Patient

Mark an SMS Text Message as Unread

Calendar FAQs

Tasha Demkiw

Hint EHR: Calendar & Scheduling

Configure Your Clinic's Hours of Operation

Configure Clinician Availability

Configure Appointment Types

Adding a unique color to an appointment type, for fast identification when viewing the calendar.

Differentiate Appointment Types in Your Hint Calendar

Custom Scheduling Blocks by Appointment Type

Set Up Your Zoom Virtual Visit URL

Set up your Google Meet Virtual Visits URL

Connect Your Google Calendar

First steps to configure calendar and booking in Hint

Calendar Configuration

Editing an existing appointment and accessing the patient chart from the appointment.

Edit an Appointment on the Calendar

Manage Appointment Statuses

Schedule Virtual Visits

Allow Patients to Choose Virtual or In-Person Appointments

Appointment Notifications

With the Hint calendar, you can create appointments that are specifically for existing patients only.

Member-only Appointments

Non-member Appointments

Manage Appointments

Patients with a portal account can cancel and/ or reschedule in the portal

Patient's Appointment Management

This article will show you both ways that patients can book appointments with your practice.

Book Appointments From the Patient Portal (Existing Members)

Patient Portal Appointments

Hint EHR: Labs & Prescriptions

How to order patient labs using Hint Clinical

Order Patient Labs

Learn about how to order a patient lab utilizing "Third-Party" billing so the patient's insurance pays for the lab invoice

Order Labs Utilizing Patient Insurance

Use the lab interaction search bar to ensure contracted labs are ordered

Lab Search Capability

Lab Quick Orders/Panels

Invoice for Lab Orders

Labs FAQs

Labs

DoseSpot Identity Proofing

Completing identity
proofing for controlled substances in Dose Spot

DoseSpot Two-Factor Authentication TFA Setup

How to prescribe regular and controlled substances (EPCS) in Dose Spot
DoseSpot, dosespot, dose spot

ePrescribe in DoseSpot

Dose Spot allows you to reorder a medication from the prescription list and change the strength.

Reorder and Change Prescription Strength in DoseSpot

DoseSpot Prescribing with a Supervisor

Prescribe on Behalf of in DoseSpot

DoseSpot Favorite Medications

Prior Authorization on Dose Spot

Dose Spot's workflow for ordering compound medications

Order Compound Medication in DoseSpot

Order a Supply Prescription in DoseSpot

Cancel a Prescription in DoseSpot

DoseSpot Pharmacy Search

Manage Patient Tasks in DoseSpot

Manage NDC Prescription Medication Inventory for In-House

Manage and Dispense Prescription Medication in Hint

Learn how to configure your prescription labels for print and scale to fit on one page

How to Print an In-House Prescription Label

DoseSpot Frequently Asked Questions

Order and Manage Prescriptions

Learn about all the interactions available to use on a patient's chart

Patient Chart Interactions Overview

Patient Chart Customization

Clinical Patient Chart

Patient Health Summary

Lab and Vital Trending

AI Summaries

AI Analyze reads the visit note and proposes chart-ready outputs (like diagnoses/ICD-10 suggestions, diagnosis summaries and follow-up tasks) so you can keep the chart up to date without manually adding…

AI Analyze

Note: AI features require a subscription to our Hint Clinical + Growth tier. You can inquire about this by contacting support@hint.com!

How to use Hint AI Scribe (Copilot)

Note: Copilot features require a subscription to our Hint Clinical + Growth tier. You can inquire about this by contacting support@hint.com!

Using Copilot Note for Telehealth Appointments

View drafts and manage unfinished draft notes.

View & Edit Draft Notes

Here you can learn how to assign drafts across your practice to other users.

Assign Draft Notes to Other Staff Members

Structured ICD-10 Diagnoses within the Health Summary

send patient email from chart interaction, patient email

Send Emails from Patient Chart

Kirsten Lippelman

Hint EHR: Patient Interactions

Learn how to create, customize, and send forms in Clinical; Types of forms and actions; Form Notifications

Custom Forms, Questionnaires & Consent Forms

How to create a new form in Hint Clinical, Create your own form, Add questions to form

Creating a Form

Forms: Question Types

Map clinical data from forms directly to the member's chart.

Intake Forms 2.0

Forms: Using File Attachments

Intake Forms on an iPad

Consent Forms

How to Copy Questions from One Form to Another

How to Get the Public URL of an Intake Form

Add a Custom Header to Your Forms

"For Office Use Only" Questions

Customize Form Reminders

Display a Custom Message When a Form is Submitted

How to Change an Intake Form from Pending to Completed

How to Update Email Sender on Form

Forms

How to view tasks, create tasks, and mark as complete.

Manage your Tasks

Task lists, Task Templates, Health Maintenance, Chronic Care Management, New Patient Checklists

Task Workflows

Task Management and workflows for health maintenance, chronic care management and new patient checklists.

Hint EHR: Task Management

How to create a template so you can save time with custom fields and auto-populated information

Create a Template

Here you can learn how to utilize your created templates

Use Template Shortcuts in Patient Interactions

Use different signatures for several purposes & learn how to add a Provider Signature in a template to use in clinical notes.

Use Signatures in Templates

How to utilize wildcards in your templates, how to create a wildcard in a template, tab through wildcards, add a wildcard

Use Wildcards in Templates

How to add last visit note to current visit note

Add Last Visit Note to Template

Hint EHR: Templates & Signatures

Easily send a referral or image order by generating a note and sending a fax

How to Create & Send a Referral

Learn how to generate patient chart exports for your patients.

Generate a Patient Chart Export for Referrals

Learn how to generate face sheets for your patients.

Generate a Patient Face Sheet

Learn how to create and utilize growth charts in your practice.

Create and Download Patient Growth Charts

Hint EHR: Patient-facing Workflows

Hint App

Feature Requests

Community

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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