Knowledge Center Guide
Document Signer, Contracting and Training
Contracting pipeline, Document Signer, contracts, E&O, licenses, onboarding requests, LMS certification, training materials, and compliance handoff.
Admin path: HCSM CRM → Contracting & Onboarding / Training
How it works
Workflow overview
- Use the contracting pipeline to track contracting status, owners, pending items, and next steps.
- Collect and maintain contracts, E&O, licenses, certifications, NPNs, acknowledgments, and document requests.
- Route documents through Document Signer and move completed agents into onboarding and training handoff.
- Use LMS Certification Center, education center, materials, quizzes, certificates, and compliance records to track readiness.
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.
Contracting pipelineDocument SignerContracts / E&O / licensesOnboarding requestsLMS certification centerEducation center and compliance handoff
These are administrative workflow tools, not legal, clinical, payer, insurance, payment-processing, cybersecurity, IRS, state, HCSM regulatory, or HIPAA certification.
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