Hint Health

CC Canepa

Ashley Lawrence

Krystle Thornton

Creating and managing membership plans and patient enrollments.

Memberships

Create a Membership Plan

Add a Membership to a Patient

Set up a Registration Fee

Membership Coupons

How to change membership rates for new members without affecting existing members' rates

Changing Membership Rates for New Members

Assign rules to charges and pass them through to the payer automatically

Configure Coverage Plans

Please note that access to this feature requires a subscription to our Growth tier. You can inquire by contacting support@hint.com.

Scheduled Membership Plan Changes

Delete a Membership Plan

Set Up Memberships

How to add a new member / add a new dependent to a membership

Add a New Patient to an Existing Membership

Membership Status

How to merge two separate memberships into one

Combine Memberships

Confirm a Membership

How to reactivate a patient's membership, reactivating an ended membership

Restarting a Membership

Tasha Demkiw

Manage Patient Memberships

Add Charges or Discounts (Recurring or One-Time) to a Membership

Add recurring charges, recurring charge items, recurring charges to monthly membership

Video: Add A Recurring Charge to a Patient's Membership

Add a one-time charge to a patient's membership

Change the Payer on a Membership

Billing Cycle Updates

How to change a membership's next bill date

Change Membership Payment Billing Date

Override Default Membership Rates

Assign a Custom Membership Rate

Schedule partial payments, partial payments, Edit a payment, edit a scheduled payment, payment plan

Schedule Partial Payments on an Issued Invoice

Patient Membership Billing

Multiple Memberships

Assign a provider to each membership and attribute revenue to the right provider

Multiple Providers for Multiple Memberships

Sarah Cooper

Vivian Guan

end membership, delete membership, cancel membership

End a Membership

How to Separate Members from a Family Membership

Separate Memberships

How to remove a dependant from a membership & how to remove a primary payer from a membership

Remove a Patient from a Membership

End, Remove, or Separate Patient Memberships

Hint App

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Create your workspace and invite the people you work with.

Set up your account

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.