Feature Requests

When you click "view" on the membership in a patient chart, you can't see other family members on the membership unless you click "edit". Can we add that to "view"?

The coupon duration dropdown currently goes up to 12 months. When a practice wants to discount an annual membership, the coupon amount is divided across 12 months. Staff then have to work out how many months to set as the duration so the total discount doesn't go over or under the amount they meant to give. An annual option in the duration dropdown (for example, 1 year, 2 years) would let practices apply the discount directly to annual memberships and payment periods without that extra math.

The system should disable the email and sms if the ePHI waiver is not accepted by the patient. Otherwise, providers and staff could follow normal procedures and unknowingly breach patients' wishes. As far as I understand, if someone doesn’t accept it, I can’t remove their number or email from demographics to try to keep this from happening since Clinical allows you to send emails and texts, regardless of a signed ePHI waiver.

Similar to employer Enrollment settings, ie choosing an enrollment and termination cutoff date, there is a need downstream for networks to be able to do the same for affiliates. In many cases, contract are set up to pay the affiliate in full for the first and last month that a patient is with the downstream practice. The logic in Hint today only has the practice paid out automatically for the first month and no payment is made for the last month of service. This means manual adjustments need to be made each time a patient is termed with an affiliate. Contracts differ for different networks and it would be ideal to have settings in Hint that could manage the various contract set-ups similar to the employer set-up in Hint.

Would like the ability to copy an existing coverage plan, similar to the workflow for creating new membership plans. This would streamline the process for creating new coverage plans if the rules in place are similar to those that already exist in an existing plan.

There have been some instances where a billing period on a membership has been updated, but the user missed updating the next bill date so the patient was not charged for a period of months. It would be nice if the system automatically adjusted the next bill due date accordingly on a membership when changing the billing period.

Either in the plan upload file or an in-app plan setting. None of Planstin's Healthshare plans should freeze age at start date. This setting is enabled on all plans by default, and a Hinter needs to change each plan's setting in forest.

We have Healthshare plans that have no age maximum. We would like to set the plans' highest age band to 65-200 in the upload file when creating the plan. Or, would like an in-app plan setting to remove the maximum age from the plans.

When changing the lead source for the primary membership holder, automatically update all the dependents' lead sources as well - this will cut down on time for Health Access Solutions so they don't have to update each member independently.

As of right now it seems that passthrough fees for memberships are automatically assigned to the memberships category, rather than a separate category that they can map with a QBO account. Practices would like to be able to map this to a separate category. We do have a "transaction fee" revenue category for the QBO integration, but it doesn't appear this applies to pass through fees, only fees taken on by the practice.