Feature Requests

The default filter was updated to Active patients under the patient list, however this is adding clicks to our team's workflow each time they are searching for and accessing patient data in Hint. We would like the option to choose what the default filter is on the patient list by account or user.

We’re comfortable with how to process and prorate invoices, but we’re wondering if there’s a way to customize the refund functionality a bit further. Specifically, when a patient ends their membership mid-term, our practice retains 10% of the refund to cover administrative and overhead costs. Right now, we handle this manually and try to stay as close as possible to that 10%—never going over. With recent changes in how our healthcare system handles check refunds, we now need to provide a copy of the invoice showing the exact refund amount. It would be ideal if Hint could automate or build in this 10% retention into the refund process for patients who paid by card or check.

Remove the option to "pay outstanding invoices". Make it required that the patients pays all outstanding invoices.

When a patient updates a payent method - pay the outstanding oldest invoice first

When uploading a new payment method show oldest to newest outstanding invoices for patient to pay

When we pull our reports out of Elation monthly, it would be incredibly helpful if the tags could be changed differently. When a patient becomes INACTIVE, could the ACTIVE tag change to INACTIVE but the "John Soules Foods" tag remain? It makes it much easier to pull our claims. This process is time-consuming and we want it to be accurate.

It would be helpful to have a notification that goes out immediately when a patient terminates/schedules termination on their membership via the patient portal Click to Cancel functionality. At this point there is not an efficient way to identify these cases until 24 hours after their membership has officially terminated.

A practice user can add a patient's Amex card as their payment source even when the "Amex" setting is turned off in Hint Core > Admin > Online Signup > Global Settings. Allow for this setting to block Amex cards from being uploaded by practice users, when this setting is turned off.

Fowler Medical Group members are contractually obligated to give the practice 30 days notice if they'd like to cancel their membership. With the new Click to Cancel feature, FMG is concerned about members bypassing the required 30 day cancellation notice period. It would be ideal if the Click to Cancel feature could enforce custom cancellation periods like 30 days notice.

We have several employers who have multiple administrators, however only one of them would be paying the invoice. We have been requested to only send the invoices to one administrator.