Feature Requests

Rather than filtering the report for 'Cash/Check/Other' or 'All External Payments', Specialdocs would like to filter the Received Payments Report specifically for check payments

There is not currently a way to filter the Received Payments Report for refunds. Users need to export the report, then filter the 'Type' column in the report for 'Refund'.

The Sponsor Invoices Report includes companies' total member count, but they’d like the member count to be broken down by # of employees & # of dependents. They charge employers based on employees, not dependents, so they only care about employee counts.

Kavira Health uses the Memberships Report to export active membership owners' information from Hint & upload it into Flodesk. They would like to be able to include members' sponsor name in their exports

Ability to add file attachments when customizing custom notifications.

Since Hint doesn’t make signing an agreement a forced action for additional members on a membership plan, we wanted to choose not to confirm the membership until the forms had been signed - it doesn’t make sense to start accepting their money if they don’t know what the expectations of providing care are. However, when one member on a group enrollment completes theirs (the payer is required to sign the agreement) and others don’t, we have to confirm the whole membership before the other members in the household have signed their patient agreement. Please make it required for patients signing up together to all sign the patient agreement when signing up.

Would like to make reporting available for company admins. There are companies that are expanding the access to DPC for their employees, but they would like to be involved in who and where their employees are receiving care from. Allowing company admins access to patient exports with location and provider assignment included would allow the employer to track this accordingly.

With the upcoming Click to Cancel feature, Fowler Medical Group is concerned about members bypassing their 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.

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.