Account Configuration
By Ashley and 6 others7 authors43 articles
Video: HintOS Account Overview
Understanding your billing tab
Pre-Configured Charge Items
Add and Apply Credits
Creating Sales Tax Profiles and Jurisdictions
Language preferences
How to Create a Provider
Setting Provider Panel Size Limits
Locations, Virtual Locations, and Location Groups in Hint
Requiring a Patient Provider and Location Assignment
How to delete a provider and reassign patients to new provider
How to bulk re-assign a provider in Hint
How to Update Provider Profile and the Importance of Keeping it up-to-date
How to craft your provider profile bio
Setting up locations on your provider profile
User Roles & Permissions in Hint Core
Adding & Editing Users (Hint Core Accounts Only)
Read-only Access
Auto Logout
Authentication Code and Enabling Two-Factor Authentication
How to Reset MFA for a User
Managing invites to multiple Hint accounts
Toggling Between Multiple Hint Accounts
Update Hint User Profile
Configure Your Membership Rates and Billing Options
Group tier pricing (Four-Tier Pricing) for Patients
Invoicing Ahead of Time
Changing Your Default Membership Plan
Creating Multiple Pricing Plans
Setting a contract length
Group Membership Pricing Setup
How to prevent a child from signing up for a membership without an adult