Platform features
These pages are built with WPBakery rows, columns, text blocks, images, toggles, and reusable sales buttons so your team can edit the content visually while presenting the latest v1.36.143 WordPress plugin feature set.
Feature category
01
Daily command, executive overview, alerts, quick actions, global CRM search, record timelines, evidence, and support shortcuts.
02
Command pinned first, alphabetical sections, collapsible categories and subgroup rows, filter search, and resizable menu width.
03
Agent profiles, agency hierarchy, portal access, customers/members, customer documents, imports, data quality, PURLs, and lead rules.
04
Contracting pipeline, document signer, contracts, E&O, licenses, onboarding requests, and training handoff.
05
LMS certification center, certifications, education center, materials, quiz attempts, certificates, and compliance tracking.
06
Email marketing, campaigns, communications, notification center, member help center, support center, onboarding tour, and accessibility/language labels.
Feature category
07
Enrollment dashboard, guided wizard, applications/review queue, activation, program/rate versioning, Enrollment PURLs, state disclosures, document packages, payments, and commissions.
08
Membership activation, MRA and contributions, member payments, mobile preview, membership card studio, discounts, provider lookup, advance opinions, card delivery log, and secure messages.
09
Billing schedules, invoices, failed payment workflows, reinstatement workflows, membership changes, receipts, hosted checkout/make-payment links, and billing settings.
10
Provider registration, verification, member status lookup, provider medical need submissions, document uploads, advance opinions, remittance/EOS, and secure messages.
11
Default provider locator source, member-facing provider lookup shortcut, network instructions, and quick-add verified provider records.
12
Intake queue, triage, document requirements, need line items and MRA, guideline rules, negotiation, EOS builder, committee packets, appeals/grievances, FWA/anomaly scoring, SLA, and settings.
Feature category
13
Risk analysis, control library, access reviews, vendors/BAAs, privacy authorizations, breach war-room, privacy SLA, DLP/PHI rules, hosting checks, retention, and audit exports.
14
Security monitoring, event stream, suspicious alerts, portal session controls, export lockdown, backup verification, PHI classification monitoring, production mode settings, and security policy engine.
15
Nonprofit dashboard, organization profile, board portal, governance approvals, policies, Form 990 workpapers, state registration map, public disclosure center, fundraising, restricted funds, donor lifecycle, grants, programs, volunteers, and HCSM operations.
16
Reports dashboard, report builder, scheduled reports, corporate analytics, executive scorecards, board packets, regulatory packets, state reporting, HIPAA evidence, medical need packets, nonprofit packets, finance packets, approvals, and scheduled delivery.
17
Corporate operations framework, case management, workflow engine, evidence vault, performance and background jobs, production readiness, payment security, go-live checklist, carrier UX studio, theme presets, and mobile preview.
18
Carrier setup wizard, feature entitlements, update rings, customer install health, support access tokens, license/update controls, update package uploads, automatic update, rollback snapshots, version guards, and forced update checks.
Use the Knowledge Center for screenshot-based explanations of the main modules and how they work.
Latest system update
This block summarizes the uploaded enterprise white-label build and highlights the new live chat, HCSM operating system, launch, customer packaging, portal, compliance, integration, and admin usability additions.
Updated for v1.36.185
Native live chat was expanded from a simple widget into a full communications system with desktop inbox, public bubble, mobile app, sessionless API app, push alerts, SMS/Twilio/webhooks, AI assistant, away replies, delete/bulk delete controls, badge sync, and reliability repairs.
The operating-system modules add workflow templates, lifecycle engines, guideline rules, unified timeline, data quality, notifications, support tickets, business depth, portals, compliance governance, and enterprise scale controls.
Launch lockdown, feature visibility audit, public page verification, smoke tests, notification tests, live chat end-to-end testing, contribution payment readiness, security/PHI gates, backup gates, and QA signoff support go-live review.
Sales/customer launch tools, starter templates, demo data, edition comparison, package builder, welcome emails, checkout/license automation, customer factory, customer success registry, update channels, package evidence, and backup/migration evidence support reseller operations.
System-wide Page Guide boxes, searchable feature descriptions, PHI-sensitive reminders, membership card studio editing, color scheme sync, live preview, active menu section persistence, and table readability improvements reduce training time.
Command-first classic left navigation; Global tool search, saved views, favorites and recent items
Edit saved membership card templates instead of rebuilding from scratch; Live browser preview updates while admins type member data
Enterprise operator inbox with priority, tags, internal notes and quick replies; Desktop alert monitor and synchronized unread/read state
Polished floating public live chat widget experience; Persistent visitor chat sessions in browser
Phone-friendly API mobile app works without sharing desktop wp-admin login cookies; Token-authenticated queue, thread, reply, read, close, delete and badge endpoints
Operator availability controls for Available, Away and Business Hours; Away auto-reply message with optional delay and once-per-chat behavior
Cleaner hierarchy table so names do not stack one word per line; Agent code and email moved into secondary line under hierarchy name
Workflow Template Registry for repeatable operating processes; Member Lifecycle Engine and Medical Need Lifecycle Stages
EOS / Sharing Builder for Explanation of Sharing workflows; Sharing Fund Ledger and contribution/payment evidence
Member Self-Service Portal 2.0, Provider Self-Service Portal 2.0 and Agent / Agency Self-Service Portal; Portal Tickets & Secure Messages with notification preferences
PHI Access & Audit Center and Export Control Center; Incident / Breach Response Center and Vendor / BAA Risk Register
API & Webhook Center and Import / Export Control Center; Accounting Export Center and Payment Gateway Hardening Center
Register API scopes, endpoint ownership and secrets handling; Track outbound/inbound webhook events and approval evidence
Track controlled data movement, CSV templates and background exports; Capture validation errors, approval evidence and PHI-sensitive export review
Track QuickBooks/general-ledger exports, contribution receipts and commission expenses; Review sharing payments, refunds, adjustments and reconciliation evidence
Track edition selection, branding, license generation and package building; Assign update channels, default portal pages, initial admins and training handoff
Plain-English Page Guide boxes across CRM admin pages; Used-for guidance explaining when and why each tool is used
Production Launch Mode and Feature Visibility Audit; HCSM Launch Wizard and Launch Readiness Score
Sales & Customer Launch Dashboard and Starter Template Installer; Demo Data Generator and Edition Comparison
Operational Proof Dashboard documents launch readiness evidence; Notification Delivery Test Center and Live Chat End-to-End Test
Track backup proof and database migrations; Record schema validation, import validation and export validation
Claims and medical need intake, triage, eligibility and guideline review; Provider portal registration, verification and member status lookup
This feature update describes administrative workflow tools. It is not legal, clinical, payer, insurance, payment-processing, EDI clearinghouse, cybersecurity, IRS, state, HCSM regulatory, or HIPAA certification.
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