All articles

  1. Abandonment Tracking for Online Signup (Signup Attempts)

  2. Account Setup

  3. Adding a Dependent/Patient to a Membership

  4. Adding a Non-Member Payer on Online Signup

  5. Adding a One Time Charge for a Patient

  6. Adding a Patient

  7. Adding a Payment Source

  8. Adding a User Login

  9. Adding Additional Administrators to an Employer

  10. Adding an Employee/Dependent from the Employee Tab

  11. Adding and Applying Credits

  12. Adding and removing employees/dependents from an employer invoice

  13. Adding Charge Items or Discounts (Recurring or One-Time) to a Membership

  14. Archiving a Company

  15. Assigning a Custom Membership Rate

  16. Assigning or Changing a Provider for a Patient

  17. Auto Logout

  18. Autopay for Employers

  19. Bank Account Verification Via Test Deposits

  20. Billed Revenue Report

  21. Can I stop an ACH (bank transfer) payment from processing?

  22. Changing Default Membership Plan

  23. Changing Membership Payment Due Date

  24. Changing the Bank Account For Your Practice's Deposits

  25. Changing the Payer on an Invoice

  26. Changing User to Admin or Non-Admin

  27. Charges, Charge Items, Discounts, Inventory, and Charge Categories

  28. Configuring Lead Source

  29. Configuring Your Membership Rates and Billing Options

  30. Confirming a Membership

  31. Converting a Consumer Patient to an Employer Sponsored Membership

  32. Creating a Membership

  33. Creating a Patient Terms Agreement Link

  34. Creating a prorated membership invoice

  35. Creating and Issuing Invoices

  36. Creating Memberships Where The Payer Is Not A Patient

  37. Creating Multiple Pricing Plans

  38. Creating Sales Tax Profiles and Jurisdictions

  39. Customizing Notifications

  40. Cyph Integration

  41. Deleting a Patient (archive)

  42. Deleting or Replacing a Payment Method

  43. Deposit Report

  44. Disabling Autopay for Patients Paying by Check/Cash

  45. Discounts (negative charge items)

  46. Disputed Charge

  47. Downloading Employer Invoices

  48. Editing a Patient's Phone Number, Email, Address or Date of Birth

  49. Editing an Issued Invoice

  50. Elation Integration

  51. Emailing, printing or sending an invoice

  52. Employee Divisions

  53. Employer Account Setup

  54. Employer Invoice Settings

  55. Employer Invoices Report

  56. Employer Plans

  57. Employer Portal: Adding New Employees & Dependents

  58. Employer Portal: Setting up your account

  59. Employer Portal: Un-enrolling an Employee

  60. Employer Portal: Viewing and Paying Invoices

  61. Ending a Membership

  62. Four-Tier Pricing

  63. Group Membership Pricing Setup

  64. How Can I View a Statement of Credit Card/ACH/Hint Processing Fees?

  65. How do I download a report with patient email address?

  66. How do I edit the membership name and description on invoices?

  67. How Do I Mark an Invoice as Paid by Check/Cash?

  68. How Do I Override The Bank Account Verification?

  69. How Do I Resolve Elation Sync Errors?

  70. How Long Does It Take For An ACH Payment To Finish Clearing?

  71. How To Apply A Partial Refund

  72. How to I see my cash payments?

  73. How To Issue A Membership Invoice In Advance Of Due Date

  74. How to prevent a child from signing up for a membership without an adult

  75. How/When Do I Get Paid?

  76. Importing Membership Data

  77. Importing/Upload Patient Data

  78. Instant Bank Account Verification Process

  79. Invoice Payment Statuses & Payment History

  80. Invoice Revisions

  81. Iora Integration

  82. Is there an easy way to print mailing labels?

  83. Liberty Direct Transition

  84. Limit Online Signup by Zip Code

  85. Mailgun Integration

  86. Marking An Invoice As Bad Debt

  87. MDHQ Integration

  88. MDScripts Integration

  89. Membership Coupons

  90. Membership Reports

  91. Membership Statuses

  92. Merging a patient record (merge duplicate)

  93. Multiple Plans for Employers

  94. Notifications: Choosing Which Notifications Your Patients Receive

  95. Notifications: Choosing Which Notifications Your Practice Receives

  96. Notifications: Settings Overview

  97. Online Signup - From the Patient's Perspective

  98. Online Signup Form

  99. Online Signup Form for Multiple Pricing Plans

  100. Optional Payment Source Collection From Online Signup

  101. Orchestra One Integration

  102. Overriding Default Membership Rates

  103. Password Creation and Reset

  104. Patient IDs

  105. Patient Invoices Report

  106. Patient Statuses

  107. Paying Invoices

  108. Payment Source Statuses Explained

  109. Print/Email Patient Payment Summary (Invoice Summary)

  110. Prorating an Invoice

  111. Received Payments Report

  112. Refunding a Payment on a Invoice

  113. Reissuing a Membership Invoice whose due date has already passed (back billing)

  114. Removing a Patient from a Membership

  115. Removing The Primary Patient From A Membership

  116. Requesting Payment Info From Patients

  117. Sales Tax Reporting

  118. Salesforce Integration

  119. Scheduling Payment on an Issued Invoice

  120. Setting a contract length

  121. Setting Provider Panel Size Limits

  122. Setting up Invoicing Ahead of Time

  123. Spruce Health Integration

  124. Toggling Between Multiple Hint Accounts

  125. Turning On/Off Payment Options (American Express, ACH)

  126. Twine Integration

  127. Twistle Integration

  128. Uploading a roster of employees

  129. User Controls

  130. Viewing Emails a Patient has Recieved

  131. Voiding an invoice

  132. Why Are Some of My Deposits Slightly Off?

  133. Why can't I refund this charge?

  134. Why does this invoice say 'clearing'?

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