Knowledge Center Guide
Carrier Setup and Production Readiness
Carrier setup wizard, production readiness, go-live checklist, member portal security, payment security, UX studio, help center, and support controls.
Admin path: HCSM CRM → Operations / System & Configuration
How it works
Workflow overview
- Walk through carrier setup for profile, branding, programs/rates, MRA rules, card design, provider lookup, payments, disclosures, guidelines, emails, portal pages, security, and launch readiness.
- Review production readiness for HTTPS, secure cookies, MFA, session timeout, private storage, hosted/tokenized payments, no raw card storage, backups, demo isolation, updates, and rollback.
- Use Carrier UX Studio, theme presets, member help center, onboarding tour, support center, accessibility/language labels, and mobile preview to prepare member-facing experience.
- Export production readiness and carrier setup packets for launch review.
Included controls
What administrators can manage
Use these controls as the starting checklist for this module. The exact visible tools can vary by package branch, permissions, feature toggles, and production/demo role settings.
Carrier Setup WizardFeature entitlements and update ringsGo-Live ChecklistMember Portal SecurityPayment SecurityCarrier UX Studio and mobile preview
These are administrative workflow tools, not legal, clinical, payer, insurance, payment-processing, cybersecurity, IRS, state, HCSM regulatory, or HIPAA certification.
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