# Support Articles & Hint Tutorials

> Support Articles & Tutorials from the Hint Health Team

## Account Configuration

- [Create and Manage Your Password](https://support.hint.com/en/articles/3904736-create-and-manage-your-password.md): Forgot password
- [Billing for Hint Invoices](https://support.hint.com/en/articles/3952922-billing-for-hint-invoices.md)
- [Pre-Configured Charge Items](https://support.hint.com/en/articles/2138206-pre-configured-charge-items.md)
- [Add and Apply Credits](https://support.hint.com/en/articles/2138201-add-and-apply-credits.md)
- [Create Sales Tax Profiles and Jurisdictions](https://support.hint.com/en/articles/2138145-create-sales-tax-profiles-and-jurisdictions.md): Please note that access to this feature requires a subscription to our Pro or Scale tier. You can inquire by contacting support@hint.com.
- [Update your practice's patient contact email](https://support.hint.com/en/articles/9467119-update-your-practice-s-patient-contact-email.md)
- [Language Preferences](https://support.hint.com/en/articles/10561946-language-preferences.md)
- [Contact Hint Support](https://support.hint.com/en/articles/10622915-contact-hint-support.md): If you can't find what you are looking for in our help center articles, please contact our Support team
- [Customer Training](https://support.hint.com/en/articles/11066913-customer-training.md): Discover the various training opportunities that are available for you to learn how to use Hint & optimize your workflows in your practice!

## Patients

- [Patient IDs](https://support.hint.com/en/articles/2138176-patient-ids.md)
- [Add a Patient](https://support.hint.com/en/articles/2138194-add-a-patient.md): create a patient chart, add patient
- [Edit a Patient's Phone Number, Email, Address, or Date of Birth](https://support.hint.com/en/articles/2138148-edit-a-patient-s-phone-number-email-address-or-date-of-birth.md)
- [Emergency Contact](https://support.hint.com/en/articles/10305866-emergency-contact.md)
- [Add a Social Security Number](https://support.hint.com/en/articles/2138187-add-a-social-security-number.md)
- [How to Set or Change a Patient Profile Photo](https://support.hint.com/en/articles/8892144-how-to-set-or-change-a-patient-profile-photo.md): How to upload a patient profile photo in Hint
- [Merge a Patient Record \(Merge Duplicate\)](https://support.hint.com/en/articles/2138168-merge-a-patient-record-merge-duplicate.md)
- [Unmerge a patient record \(restore archived record\)](https://support.hint.com/en/articles/10030479-unmerge-a-patient-record-restore-archived-record.md)
- [Delete \(Archive\) a Patient](https://support.hint.com/en/articles/2138175-delete-archive-a-patient.md): delete patients, archive patients
- [Add Notes and Flag Patient Files](https://support.hint.com/en/articles/2484776-add-notes-and-flag-patient-files.md): patient, note, flagging, flag
- [Assign or Change a Provider for a Patient](https://support.hint.com/en/articles/2138192-assign-or-change-a-provider-for-a-patient.md)
- [Manage Patient Agreements](https://support.hint.com/en/articles/2165185-manage-patient-agreements.md): agreements, contracts, patient agreement, member agreement, member contract, plan, location, employer
- [Sample Patient Agreement](https://support.hint.com/en/articles/4045458-sample-patient-agreement.md): Patient agreement, patient contract, membership agreement
- [ePHI Waivers & How to Manually Accept ePHI Waiver](https://support.hint.com/en/articles/8732491-ephi-waivers-how-to-manually-accept-ephi-waiver.md): What is an ePHI waiver and How to Manually Accept ePHI Waiver
- [View Patient Contract Acceptance Details](https://support.hint.com/en/articles/2173782-view-patient-contract-acceptance-details.md): disputes, disputed, contract details, accepted by, e-signature, audit
- [Send Request for Signature](https://support.hint.com/en/articles/2173775-send-request-for-signature.md): patient contract, member contract, patient agreement, member agreement, e-signature, request to sign new agreement
- [Check a Patient's Employment Status](https://support.hint.com/en/articles/4004485-check-a-patient-s-employment-status.md)
- [View Emails a Patient Has Received](https://support.hint.com/en/articles/2138171-view-emails-a-patient-has-received.md)
- [View Change History](https://support.hint.com/en/articles/9105478-view-change-history.md): Ability to see change history on patient demos, memberships, payment options and customer invoices
- [Uploading a Signed Agreement to a Patient Record](https://support.hint.com/en/articles/2327798-uploading-a-signed-agreement-to-a-patient-record.md): patient agreement, upload, new member, membership, signed agreement
- [Send EPHI Waiver to Patient](https://support.hint.com/en/articles/8284800-send-ephi-waiver-to-patient.md): How to Send EPHI Waiver to Patient

## Notifications

- [Notifications: Settings Overview](https://support.hint.com/en/articles/2138155-notifications-settings-overview.md)
- [Customize Patient Email Notifications](https://support.hint.com/en/articles/2138205-customize-patient-email-notifications.md)
- [Send a Custom Notification](https://support.hint.com/en/articles/3864748-send-a-custom-notification.md): Sending a custom email to your patients.
- [Notifications Sent to Practice Users](https://support.hint.com/en/articles/2138143-notifications-sent-to-practice-users.md)
- [Abandoned Signup Notifications](https://support.hint.com/en/articles/4154216-abandoned-signup-notifications.md): An automated nurture campaign for members who don't complete the signup form to encourage their enrollment.
- [Automated Patient Birthday Notification](https://support.hint.com/en/articles/7151344-automated-patient-birthday-notification.md): Wish your patients a happy birthday with an automated email
- [Daily Summary of Terminations](https://support.hint.com/en/articles/4089221-daily-summary-of-terminations.md)
- [Send All Active Members a Request to Sign a New Agreement](https://support.hint.com/en/articles/8602376-send-all-active-members-a-request-to-sign-a-new-agreement.md): How to send all of your active members a request to sign new document\(s\)
- [How to add Employer/Sponsor name to Employer Notifications](https://support.hint.com/en/articles/10860541-how-to-add-employer-sponsor-name-to-employer-notifications.md): Customize Employer/Sponsor notifications

## Packages

- [Packages](https://support.hint.com/en/articles/14462906-packages.md): Selling standalone pre-paid bundles of services and products and tracking utilization overtime
- [Package Revenue & Accounting](https://support.hint.com/en/articles/14462938-package-revenue-accounting.md): How Hint supports reporting and tracking of Package revenue, with options for deferred revenue or cash basis revenue recognition.

## Online Signup

- [Update an Online Sign Up Link to Reflect New Plan Pricing](https://support.hint.com/en/articles/5520620-update-an-online-sign-up-link-to-reflect-new-plan-pricing.md)
- [Add Custom Javascript to Online Signup](https://support.hint.com/en/articles/5491683-add-custom-javascript-to-online-signup.md): Google Analytics, Facebook Pixel, Chat Widget
- [Track Online Signup By Source](https://support.hint.com/en/articles/4837031-track-online-signup-by-source.md): Customize online signup links and track enrollments by lead source. This feature requires a Growth tier subscription. support@hint.com
- [Set Up a One-time Charge Checkout Page](https://support.hint.com/en/articles/3829271-set-up-a-one-time-charge-checkout-page.md)
- [Enable Patients to Select a Future Start Date from the Online Enrollment Form](https://support.hint.com/en/articles/2896086-enable-patients-to-select-a-future-start-date-from-the-online-enrollment-form.md): Online signup settings, configurations, future start dates, online enrollment
- [Enabling e-signatures on patient agreements](https://support.hint.com/en/articles/2173754-enabling-e-signatures-on-patient-agreements.md): e-signature, online signup, patient signed contract
- [Limit/Restrict Online Signups by Zip Code](https://support.hint.com/en/articles/2138190-limit-restrict-online-signups-by-zip-code.md)
- [Add a Non-Member Payer on Online Signup](https://support.hint.com/en/articles/2138107-add-a-non-member-payer-on-online-signup.md)
- [Online Signup - From the Patient's Perspective](https://support.hint.com/en/articles/2138105-online-signup-from-the-patient-s-perspective.md)
- [Custom Enrollment Links](https://support.hint.com/en/articles/8895468-custom-enrollment-links.md): How to create a custom enrollment link / custom URL
- [Marketing Attribution & Analytics](https://support.hint.com/en/articles/10507080-marketing-attribution-analytics.md): Hint offers a variety of features that make it even easier for practices to track and optimize their online lead generation efforts.
- [Waitlist](https://support.hint.com/en/articles/11564236-waitlist.md): We do not support the ability for Hint to create a waitlist for you automatically; however, we have included a workaround in this article.
- [One-time Charge Checkout Page to Appointment Scheduling Redirect](https://support.hint.com/en/articles/12023036-one-time-charge-checkout-page-to-appointment-scheduling-redirect.md): Learn how you can set up an Express Checkout page for a patient to sign up, pay, and then schedule an appointment all in one workflow!
- [Membership Online Signup Page to Appointment Scheduling Redirect](https://support.hint.com/en/articles/12061961-membership-online-signup-page-to-appointment-scheduling-redirect.md): Learn how you set up a redirect for a patient signing up for a membership plan to schedule an appointment all in one workflow!

## Invoices

- [Video: Create a Patient Invoice](https://support.hint.com/en/articles/4004490-video-create-a-patient-invoice.md)
- [Create and Issue Invoices](https://support.hint.com/en/articles/2138121-create-and-issue-invoices.md)
- [Use the Add Charge Button to Create a One-Off Charge](https://support.hint.com/en/articles/5924848-use-the-add-charge-button-to-create-a-one-off-charge.md): Quickly add charges to patient and employer invoices using coverage rules
- [Create a Single Prorated Membership Invoice](https://support.hint.com/en/articles/2290998-create-a-single-prorated-membership-invoice.md)
- [Membership Savings Banner](https://support.hint.com/en/articles/6020869-membership-savings-banner.md): Membership savings banner on employer and patient invoices
- [How do I edit the membership charge name and description on invoices?](https://support.hint.com/en/articles/2173726-how-do-i-edit-the-membership-charge-name-and-description-on-invoices.md)
- [How to Use the Charge Importer](https://support.hint.com/en/articles/5965272-how-to-use-the-charge-importer.md): Bulk import charges from another system directly into Hint with ease
- [Print Patient Invoice Summary](https://support.hint.com/en/articles/2173725-print-patient-invoice-summary.md): How to download a patient's account statement \(payments summary\)
- [Add a Charge to a Patient or Employer](https://support.hint.com/en/articles/5749599-add-a-charge-to-a-patient-or-employer.md): Charge routing allows you to add charge items to a patient or employer invoice directly from your patient list
- [Cancel a Scheduled Payment](https://support.hint.com/en/articles/3377483-cancel-a-scheduled-payment.md): If a payment is scheduled, or has failed previously and is set to keep retrying, you can stop all future attempts
- [Disable Autopay for Patients Paying by Check/Cash](https://support.hint.com/en/articles/2173742-disable-autopay-for-patients-paying-by-check-cash.md)
- [Prorate a Membership Invoice](https://support.hint.com/en/articles/2173720-prorate-a-membership-invoice.md): How to prorate a membership invoice that has already been issued
- [Change the Payer on an Invoice](https://support.hint.com/en/articles/2173718-change-the-payer-on-an-invoice.md): incorrect payer on an invoice, invoice goes to incorrect patient
- [Revise an Invoice](https://support.hint.com/en/articles/2173715-revise-an-invoice.md)
- [Process Invoices](https://support.hint.com/en/articles/2173709-process-invoices.md)
- [Void a Patient Invoice](https://support.hint.com/en/articles/2173713-void-a-patient-invoice.md): How to void or cancel a patient invoice
- [Edit an Issued Invoice](https://support.hint.com/en/articles/2173712-edit-an-issued-invoice.md)
- [Mark An Invoice As Bad Debt](https://support.hint.com/en/articles/2173711-mark-an-invoice-as-bad-debt.md): Explains how to mark invoices as bad debt in Hint, what happens \(status changes, revenue reports unaffected\), and where to view them in reports.
- [Why does this invoice say 'clearing'?](https://support.hint.com/en/articles/2173710-why-does-this-invoice-say-clearing.md)
- [Is there an easy way to print mailing labels?](https://support.hint.com/en/articles/2138208-is-there-an-easy-way-to-print-mailing-labels.md)
- [Can I stop an ACH \(bank transfer\) payment from processing?](https://support.hint.com/en/articles/2138199-can-i-stop-an-ach-bank-transfer-payment-from-processing.md)
- [How To Issue A Membership Invoice In Advance Of Due Date](https://support.hint.com/en/articles/2138184-how-to-issue-a-membership-invoice-in-advance-of-due-date.md)
- [Add a One-Time Charge for a Patient](https://support.hint.com/en/articles/2138177-add-a-one-time-charge-for-a-patient.md)
- [How Do I Mark an Invoice as Paid by Check/Cash?](https://support.hint.com/en/articles/2138163-how-do-i-mark-an-invoice-as-paid-by-check-cash.md)
- [Email or Print a Patient Invoice](https://support.hint.com/en/articles/2138162-email-or-print-a-patient-invoice.md): Emailing, printing or sending an invoice
- [Schedule Payment on an Issued Invoice](https://support.hint.com/en/articles/2138120-schedule-payment-on-an-issued-invoice.md)
- [Invoice Payment Statuses & Payment History](https://support.hint.com/en/articles/2138119-invoice-payment-statuses-payment-history.md)
- [How to Create a Superbill](https://support.hint.com/en/articles/8880551-how-to-create-a-superbill.md): Create a superbill for a patient in Hint
- [Delete a Patient Invoice](https://support.hint.com/en/articles/9221893-delete-a-patient-invoice.md): How to delete a patient invoice
- [Bulk Process Payments on the Patient Invoice Report](https://support.hint.com/en/articles/9768623-bulk-process-payments-on-the-patient-invoice-report.md): payment, pay, invoice, outstanding, retrying past due invoices
- [Failed Charge Retry Schedule & Notification Schedule](https://support.hint.com/en/articles/2715848-failed-charge-retry-schedule-notification-schedule.md): charge fail, email, patient, attempt, dunning, collections notifications

## Reports & Deposits

- [Practice Pulse](https://support.hint.com/en/articles/5100366-practice-pulse.md)
- [Advanced Data Reports](https://support.hint.com/en/articles/10561918-advanced-data-reports.md): An inventory of Hint's advanced data reports, their descriptions, and their use cases
- [Deferred & Recognized Revenue Report](https://support.hint.com/en/articles/4173323-deferred-recognized-revenue-report.md)
- [Hint Dashboard Report](https://support.hint.com/en/articles/4596035-hint-dashboard-report.md)
- [Stripe - How to respond to disputed charges](https://support.hint.com/en/articles/2173724-stripe-how-to-respond-to-disputed-charges.md)
- [How do I see my cash payments?](https://support.hint.com/en/articles/2173721-how-do-i-see-my-cash-payments.md)
- [Abandonment Tracking for Online Signup \(Signup Attempts\)](https://support.hint.com/en/articles/2173716-abandonment-tracking-for-online-signup-signup-attempts.md)
- [Patient Invoices Report](https://support.hint.com/en/articles/2138198-patient-invoices-report.md): Monitor patient invoices at a glance—view invoice statuses, track payments, and manage collections. Filter by date range, invoice status, autopay, and failed payments to prioritize follow-up.
- [How Can I View a Statement of Credit Card/ACH/Hint Processing Fees?](https://support.hint.com/en/articles/2138196-how-can-i-view-a-statement-of-credit-card-ach-hint-processing-fees.md)
- [Received Payments Report](https://support.hint.com/en/articles/2138195-received-payments-report.md)
- [How/When Do I Get Paid?](https://support.hint.com/en/articles/2138186-how-when-do-i-get-paid.md)
- [Billed Revenue Report](https://support.hint.com/en/articles/2138182-billed-revenue-report.md)
- [Employer Invoices Report](https://support.hint.com/en/articles/2138178-employer-invoices-report.md)
- [Sales Tax Reporting](https://support.hint.com/en/articles/2138161-sales-tax-reporting.md): Please note that access to this feature requires a subscription to our Growth tier. You can inquire by contacting support@hint.com.
- [Why Are Some of My Deposits Slightly Off?](https://support.hint.com/en/articles/2138158-why-are-some-of-my-deposits-slightly-off.md)
- [Memberships Report](https://support.hint.com/en/articles/2138157-memberships-report.md)
- [Coupon Reporting](https://support.hint.com/en/articles/10543537-coupon-reporting.md)
- [Cancellation Reason Reporting](https://support.hint.com/en/articles/10543566-cancellation-reason-reporting.md)
- [Lead Source Reporting](https://support.hint.com/en/articles/10543582-lead-source-reporting.md)
- [Reconciling Reports](https://support.hint.com/en/articles/11558263-reconciling-reports.md): If you need to reconcile your reports, you can follow the formula included in this article.
- [Membership Revenue Forecast](https://support.hint.com/en/articles/11996442-membership-revenue-forecast.md)
- [Accounts Receivables Report](https://support.hint.com/en/articles/11996467-accounts-receivables-report.md)
- [Standard Reports](https://support.hint.com/en/articles/12150304-standard-reports.md): An inventory of Hint's standard reports, their descriptions, and their use cases
- [Package Sales Report](https://support.hint.com/en/articles/15450821-package-sales-report.md): View all patient packages across your practice in a single report with filters and CSV export.
- [Advanced: Eligibility Autosync Monitoring Report](https://support.hint.com/en/articles/15879942-advanced-eligibility-autosync-monitoring-report.md): Monitor Autosync upload results

## Employers

- [Employee Uploads: Uploading an employee roster](https://support.hint.com/en/articles/2138172-employee-uploads-uploading-an-employee-roster.md): Please note that access to this feature requires a subscription to our Growth tier. You can inquire by contacting support@hint.com.
- [Employee Uploads: Reviewing uploaded employee files](https://support.hint.com/en/articles/5563926-employee-uploads-reviewing-uploaded-employee-files.md): Please note that access to this feature requires a subscription to our Growth tier. You can inquire by contacting support@hint.com.
- [Employee Uploads: Understanding and Resolving Errors and Warnings](https://support.hint.com/en/articles/3476109-employee-uploads-understanding-and-resolving-errors-and-warnings.md): Please note that access to this feature requires a subscription to our Growth tier. You can inquire by contacting support@hint.com.
- [Employee Uploads: Enrollment and Billing Logic](https://support.hint.com/en/articles/5462005-employee-uploads-enrollment-and-billing-logic.md): Please note that access to this feature requires a subscription to our Growth tier. You can inquire by contacting support@hint.com.
- [Employee Uploads: End Date Logic](https://support.hint.com/en/articles/4333602-employee-uploads-end-date-logic.md): Please note that access to this feature requires a subscription to our Growth tier. You can inquire by contacting support@hint.com.
- [Employee Uploads: Duplicate Patients in a File](https://support.hint.com/en/articles/4049209-employee-uploads-duplicate-patients-in-a-file.md): Please note that access to this feature requires a subscription to our Growth tier. You can inquire by contacting support@hint.com.
- [Employee Uploads: Eligibility Management](https://support.hint.com/en/articles/10948477-employee-uploads-eligibility-management.md): Please note that access to this feature requires a subscription to our Growth tier. You can inquire by contacting support@hint.com.
- [Employee Uploads: Eligibility AutoSync \(EAS\) File Feed Setup & Configuration](https://support.hint.com/en/articles/2403529-employee-uploads-eligibility-autosync-eas-file-feed-setup-configuration.md): Please note that access to this feature requires a subscription to our Growth tier. You can inquire by contacting support@hint.com.
- [Employee Uploads: Eligibility AutoSync \(EAS\) Best Practices for Open Enrollment & File Provider Changes](https://support.hint.com/en/articles/12622751-employee-uploads-eligibility-autosync-eas-best-practices-for-open-enrollment-file-provider-changes.md)
- [Employee Uploads: Eligibility AutoSync \(EAS\) Changing File Providers](https://support.hint.com/en/articles/12624513-employee-uploads-eligibility-autosync-eas-changing-file-providers.md)
- [Employee Uploads: Eligibility AutoSync \(EAS\) External IDs Explained](https://support.hint.com/en/articles/14745737-employee-uploads-eligibility-autosync-eas-external-ids-explained.md): Do dependents need a unique external ID? The short answer is, Yes.
- [Employee Uploads: Eligibility AutoSync \(EAS\) FAQ](https://support.hint.com/en/articles/14762058-employee-uploads-eligibility-autosync-eas-faq.md)

## Hint Marketplace

- [Hint Marketplace: Overview](https://support.hint.com/en/articles/14424681-hint-marketplace-overview.md): Learn how Marketplace works, including partner types, status tags, and how to get started
- [Hint Bookkeeping: Getting Started](https://support.hint.com/en/articles/14436272-hint-bookkeeping-getting-started.md)
- [Hint Bookkeeping: Managing Accounts & View Reports](https://support.hint.com/en/articles/15707488-hint-bookkeeping-managing-accounts-view-reports.md)
- [Hint Campaigns](https://support.hint.com/en/articles/14692664-hint-campaigns.md): Hint Campaigns is a HIPAA-compliant tool for sending automated email workflows and manual broadcasts to your patients — built natively inside Hint.
- [Guava Health Integration](https://support.hint.com/en/articles/15714999-guava-health-integration.md): Bring your patients' labs, records, and wearable data into one longitudinal view alongside Hint, with AI summaries and a patient app.
- [Junction Labs](https://support.hint.com/en/articles/14488439-junction-labs.md): Junction is built directly into Hint, so your team can order labs inside the workflow you already use. Start with the basics, then choose the setup path that matches your practice: the fastest defa...
- [Hint Supplies](https://support.hint.com/en/articles/13414456-hint-supplies.md)
- [Hint Spend Management](https://support.hint.com/en/articles/14903743-hint-spend-management.md): Manage your practice's business spending in one place, included with your Hint subscription.
- [Vivlio Health](https://support.hint.com/en/articles/15714919-vivlio-health.md): Retrieve external medical records and import them directly into Hint

## Integrations & Partners

- [Athenahealth: Authorize and Configure the Integration](https://support.hint.com/en/articles/5971619-athenahealth-authorize-and-configure-the-integration.md): Final steps to set up your athenahealth integration
- [RubiconMD](https://support.hint.com/en/articles/5743284-rubiconmd.md): Claim your RubiconMD discount for eConsults with specialists
- [Workflow Automation with Spruce](https://support.hint.com/en/articles/5491993-workflow-automation-with-spruce.md): Tips & tricks for getting the most out of your Spruce integration
- [Elation Patient Sync](https://support.hint.com/en/articles/5708819-elation-patient-sync.md): This is a guide to the Hint\<\>Elation integration. Understand how to set up the integration, what patient information is synced with Elation, and get answers to frequently asked questions.
- [Athenahealth: Configuring & Activating the Integration](https://support.hint.com/en/articles/5380183-athenahealth-configuring-activating-the-integration.md): Athena Health Integration setup
- [Athenahealth Integration Overview](https://support.hint.com/en/articles/5380070-athenahealth-integration-overview.md): Athena Health Integration, EMR integrations
- [Akute Health - EMR integration](https://support.hint.com/en/articles/4968520-akute-health-emr-integration.md): Hint and Akute Health work together to give direct care practices a seamless way to keep their patient records, membership details, and billing information up to date across both platforms.
- [Northwind Pharmaceuticals](https://support.hint.com/en/articles/4837054-northwind-pharmaceuticals.md)
- [Sling Health](https://support.hint.com/en/articles/3341206-sling-health.md): Integrations, Sling, Slight Health, Hint Connect
- [QuickBooks Online Deposit Sync](https://support.hint.com/en/articles/2641836-quickbooks-online-deposit-sync.md): quickbooks, bookkeeping, integration, billing
- [QuickBooks FAQ](https://support.hint.com/en/articles/2641979-quickbooks-faq.md): QuickBooks, QuickBooks Online, QuickBooks questions
- [FlexScanMD Integration](https://support.hint.com/en/articles/2580704-flexscanmd-integration.md): FlexScan, FlexScanMD and Hint integration, how it pairs with Elation
- [KPI Ninja Integration](https://support.hint.com/en/articles/2347602-kpi-ninja-integration.md): KPI Ninja is a software technology company that accelerates the achievement of strategic goals through a better means of managing the KPI's
- [Salesforce Integration](https://support.hint.com/en/articles/2138189-salesforce-integration.md)
- [MDScripts Integration](https://support.hint.com/en/articles/2138188-mdscripts-integration.md)
- [Cerbo by MD HQ Integration](https://support.hint.com/en/articles/2138135-cerbo-by-md-hq-integration.md)
- [Orchestra One Integration](https://support.hint.com/en/articles/2138130-orchestra-one-integration.md)
- [Spruce Health Integration](https://support.hint.com/en/articles/2138128-spruce-health-integration.md)
- [Dock Health Task Management + Workflow Automation](https://support.hint.com/en/articles/8471353-dock-health-task-management-workflow-automation.md): Hint and Dock Health’s task-management and workflow automation drives administrative and billing efficiencies and revenue opportunities
- [Linking Providers to Elation](https://support.hint.com/en/articles/9845634-linking-providers-to-elation.md)
- [Keragon Integration- Healthcare Automation Software](https://support.hint.com/en/articles/10150346-keragon-integration-healthcare-automation-software.md): Hint and Keragon work together to allow direct care practices to instantly connect all their healthcare software apps to build HIPAA-compliant automations, without code.
- [Health Compiler Integration](https://support.hint.com/en/articles/10515385-health-compiler-integration.md): Patient Analytics for Employers
- [PractOS Integration](https://support.hint.com/en/articles/11003943-practos-integration.md): PractOS, CRM
- [Ultralight Integration](https://support.hint.com/en/articles/11943051-ultralight-integration.md): EMR integration with Hint Core

## Import & Export Patient Data

- [Download Your Patient List](https://support.hint.com/en/articles/3546242-download-your-patient-list.md): download patient list, export data
- [How to Upload Patient Data](https://support.hint.com/en/articles/2138101-how-to-upload-patient-data.md): How to update and import patient data
- [How do I download a report with patient email address?](https://support.hint.com/en/articles/2138100-how-do-i-download-a-report-with-patient-email-address.md): export patient demographics, download patient list
- [Import Membership Data](https://support.hint.com/en/articles/2138099-import-membership-data.md)
- [Share Member Clinical Data through the Patient Portal](https://support.hint.com/en/articles/9621225-share-member-clinical-data-through-the-patient-portal.md): Patient Portal, Clinical
- [How to Access Patient Medication History in Dosespot](https://support.hint.com/en/articles/9623390-how-to-access-patient-medication-history-in-dosespot.md)
- [CCDA Import](https://support.hint.com/en/articles/11333334-ccda-import.md): CCDA stands for Consolidated Clinical Document Architecture. It is a standard for exchanging clinical documents
- [Core Migration to Hint](https://support.hint.com/en/articles/11683793-core-migration-to-hint.md): This document provides an overview of what to expect during your onboarding journey and ensures we stay on track as you ramp up with Hint.
- [Data Exporter](https://support.hint.com/en/articles/11996243-data-exporter.md)

## Best Practices

- [Contract with Small Businesses](https://support.hint.com/en/articles/4148240-contract-with-small-businesses.md)
- [Membership Pricing Changes \(Best Practices\)](https://support.hint.com/en/articles/6399256-membership-pricing-changes-best-practices.md)
- [Covered Services](https://support.hint.com/en/articles/4088680-covered-services.md): Here's what most practices included in a DPC membership
- [Save Hint as Icon to your Apple iPhone/iPad](https://support.hint.com/en/articles/8732362-save-hint-as-icon-to-your-apple-iphone-ipad.md): Save Hint as an Icon to Your Phone or Tablet for Easy Access
- [How to Update Your Branding In Your Hint Account](https://support.hint.com/en/articles/8772433-how-to-update-your-branding-in-your-hint-account.md)
- [Global Search](https://support.hint.com/en/articles/9106014-global-search.md): search the platform for patients, patient invoices, sponsors, and sponsor invoices

## Commissions

- [Configure Commissions in Hint](https://support.hint.com/en/articles/4199531-configure-commissions-in-hint.md)
- [Create Employer Deals](https://support.hint.com/en/articles/4199558-create-employer-deals.md): A deal represents the relationship between a broker and their commission.
- [Assign a Broker to a Patient's Membership](https://support.hint.com/en/articles/4207853-assign-a-broker-to-a-patient-s-membership.md)
- [Pay Broker Accounts & Adjust Statements](https://support.hint.com/en/articles/4208259-pay-broker-accounts-adjust-statements.md)
- [Commissions Glossary](https://support.hint.com/en/articles/4208916-commissions-glossary.md)
- [Commissions FAQ](https://support.hint.com/en/articles/4208884-commissions-faq.md)

## Utilization Tracking

- [Quantity-Based Coverage Rule](https://support.hint.com/en/articles/6681298-quantity-based-coverage-rule.md): Limit the quantity of a service within a time period, visit tracking, utilization tracking
- [Engagement Tracking](https://support.hint.com/en/articles/9675556-engagement-tracking.md): This feature requires a subscription to the Scale plan. For more information see https://www.hint.com/pricing

## Hint Connect

- [Add Ancillary Charges for Hint Connect Members](https://support.hint.com/en/articles/10309983-add-ancillary-charges-for-hint-connect-members.md): How to add ancillary charges for Hint Connect sponsored members
- [Locate Employer Health Plan Information for Hint Connect Members](https://support.hint.com/en/articles/10309989-locate-employer-health-plan-information-for-hint-connect-members.md): How to reference health plan, referral and reimbursement information for Hint Connect sponsored members
- [Hint Connect Onboarding for Freemium Affiliates](https://support.hint.com/en/articles/10642754-hint-connect-onboarding-for-freemium-affiliates.md)

## DPC Networks

- [DPC Networks: Setting up a new affiliate provider](https://support.hint.com/en/articles/3945196-dpc-networks-setting-up-a-new-affiliate-provider.md)
- [DPC Networks: Affiliate Provider Account](https://support.hint.com/en/articles/2806217-dpc-networks-affiliate-provider-account.md): Synced charts from affiliate network to affiliate provider's Hint account. Add invoice adjustments.
- [DPC Network: How to Manage Affiliate Users](https://support.hint.com/en/articles/3655729-dpc-network-how-to-manage-affiliate-users.md)
- [DPC Networks: How to Edit an Affiliate Invoice](https://support.hint.com/en/articles/3436485-dpc-networks-how-to-edit-an-affiliate-invoice.md)
- [DPC Networks: Paying Affiliate Invoices](https://support.hint.com/en/articles/4819304-dpc-networks-paying-affiliate-invoices.md): review and approve affiliate invoices, pay affiliates
- [Affiliate Account: Receiving Payment](https://support.hint.com/en/articles/4891557-affiliate-account-receiving-payment.md): affiliate payments, getting paid by a DPC network
- [DPC Networks: Viewing Monthly Affiliate Enrollment Changes](https://support.hint.com/en/articles/3655742-dpc-networks-viewing-monthly-affiliate-enrollment-changes.md)
- [DPC Networks: Syncing a Patient Chart to an Affiliate Clinic](https://support.hint.com/en/articles/3434739-dpc-networks-syncing-a-patient-chart-to-an-affiliate-clinic.md)
- [Affiliate Account: Passing Ancillary Charges To The Network](https://support.hint.com/en/articles/7985080-affiliate-account-passing-ancillary-charges-to-the-network.md): How to pass charges to the DPC Network

## API Partner Support

- [Collecting ACH Info on a Custom Signup Form](https://support.hint.com/en/articles/4623970-collecting-ach-info-on-a-custom-signup-form.md)

## Working with Cost-Sharing Entities

- [Working with Cost-Sharing Entities: FAQs](https://support.hint.com/en/articles/2459594-working-with-cost-sharing-entities-faqs.md): Sedera Health, Zion Health questions
- [Cost-Sharing Patient Enrollment Flow](https://support.hint.com/en/articles/2286551-cost-sharing-patient-enrollment-flow.md): Sedera Enrollment, Zion Enrollment
- [Send Cost-Sharing Enrollment Forms to Existing Patients](https://support.hint.com/en/articles/2466448-send-cost-sharing-enrollment-forms-to-existing-patients.md): Sedera Health, Zion Health Enrollment