Feature Requests

Ability to export or populate a list of patients seen within a specific time frame, e.g. Sept 1- 15.

When pulling reporting the data is only accurate as of the day before. When pulling finical reporting it would be beneficial to have live data to ensure that payment update made today are being captured.

The Stripe integration in our CRM (Go High Level) helps us track recurring revenue and return on ad spend.

Would like to have a report that rolls up all profile issues so they can be reviewed and addressed in a single report. (ie. unsynced integration, no email address, unsubscribed, bounced, invalid email, no ePHI waiver)

A report that shows membership retention and average membership lifetime would be a helpful metric for practice analytics.

I would like to be able to call up a list of currently active patients who were transferred from Provider A to Provider B within a date range. I don't want to include any patients who are not currently active in this list.

I want a report where I can set a custom date range and see providers' active patients at beginning/end of said date range. Ideally, Hint would improve the Member Analytics in the Reports Dashboard so users can filter for active patients broken out by provider for a specific date range (for example 08/01/25-08/05/25), or create this as an Advanced Report.

It would be helpful to have a report that tracks rate and plan changes within a patient membership to be able to better associate revenue growth associated with plan and pricing adjustments.