Feature Requests

Our practice requires 30 days notice prior to cancellation of any plan. This time is essential to allow us to transition patients from an active treatment plan to a maintenance plan they can perform on their own so they don't lose the progress they made with us. Need to allow us to configure the cancellation of plan to require a lead time prior to a cancellation becoming effective.

Allow different settings such as zip code and age for exceptions made for employer clients

Can we create a schedule for the phone to be forwarded to members of the practice? It would be a type of call schedule for staff or physicians to take phone responsibilities on different days

It can be confusing to have a voided invoice after payment and refund show that a balance is still due. This may help remove some confusion if we add the ability to have a $0 balance after this use case.

Report does not exist in Hint today.

All of our Marshall Success Initial Memberships roll into Marshall Success Next Memberships after 3 months. Because the Plan Change feature just changes the member's plan, this makes it hard to quantify how the memberships changed week to week

Display to a Hint user a list of recently viewed patients so they can click back to a chart they were recently working on.

We designate reps to follow up with potential new members with phone calls and texts if they abandon a sign up. I know automatic emails go out, but we'd like to take a more hands-on approach in the process to hopefully convert more members. We'd be able to act more quickly if we were notified about this.

Would like the ability to archive locations, rather then delete them. Would like to maintain a history of locations, even after their closer.