Full Knowledge Center

Feature guides with system screenshots and workflow explanations.

Use the Knowledge Center to help buyers, staff, and implementation teams understand the HCSM Administration WordPress plugin. Each guide includes a screenshot, what the module does, and how the workflow operates.

Updated for v1.36.143

HCSM command center and navigation screenshot

How to use this center

Pick a module, view the screenshot, then follow the workflow steps.

These pages are WPBakery-editable, so you can replace screenshots, add videos, link to training pages, or customize the content for your implementation process.

Getting Started and Navigation

Command Center, classic left menu, global search, timelines, and saved views.

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HealthShare Enrollment Pro 2.0

Guided enrollment, application review, program/rate versioning, disclosures, PURLs, and document packets.

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Member Portal Pro and Contribution Billing

Activation, member portal, MRA, monthly contribution billing, cards, discounts, provider lookup, and secure member service.

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Claims and Medical Needs Operations

Intake, triage, document requirements, guideline rules, pricing, EOS, appeals, FWA, SLA, and packets.

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Providers, EDI and First Health

Provider portal, registration, verification, member status lookup, EDI readiness tracking, remittance/EOS, and First Health lookup.

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HIPAA, Privacy and Production Security

HIPAA-oriented readiness, risk analysis, controls, access reviews, vendor/BAA tracking, breach response, production lockdown, and evidence exports.

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Nonprofit and HCSM Governance

Nonprofit executive administration, board portal, governance approvals, Form 990 workpapers, state registration, donors, funds, grants, programs, and HCSM operations.

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Reports, Analytics and Evidence Packets

Executive dashboards, report builder, scheduled reports, board packets, regulatory packets, evidence packets, approvals, and scheduled delivery.

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Licensing, Updates and Rollback

Serial activation, update server, package uploads, SHA-256 checksums, automatic updates, rollback snapshots, demo-channel checks, and forced update checks.

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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.

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Document Signer, Contracting and Training

Contracting pipeline, Document Signer, contracts, E&O, licenses, onboarding requests, LMS certification, training materials, and compliance handoff.

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Agents, Agencies, PURLs and Lead Distribution

Agent/agency records, hierarchy, portal access, Enrollment PURLs, recruiting sites, lead distribution, data quality, and imports/exports.

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v1.36.185 Knowledge Center

Feature screenshots and workflow explanations from the latest system package.

Each card includes a system screenshot, where the feature lives, and a plain-English explanation of what administrators can do with it.

Command / System & Configuration

Command Center & Navigation Manager

Admin path: HCSM CRM -> Command Center / Enterprise Navigation Manager

Command-first classic left navigation
Global tool search, saved views, favorites and recent items
Active menu section persistence after page loads
Resizable admin menu with collapsed parent/subgroup sections

Membership / Member Portal

Membership Card Builder & Studio Pro

Admin path: HCSM CRM -> Membership Card Builder / Card Studio Pro

Edit saved membership card templates instead of rebuilding from scratch
Live browser preview updates while admins type member data
Use Website Scheme and Apply Website Scheme to all templates
Full color controls for front, back, shell, border, text, accent and logo areas

Communications

Native Live Chat Command Inbox

Admin path: HCSM CRM -> Communications -> Live Chat Inbox

Enterprise operator inbox with priority, tags, internal notes and quick replies
Desktop alert monitor and synchronized unread/read state
Delete chat, bulk delete, selected-chat persistence and failsafe deletion repair
Pinned composer and scroll-safe message history so replies do not overlap

Public Website / Communications

Public Live Chat Widget & Native Bubble

Admin path: Public pages -> Auto-rendered native live chat bubble

Polished floating public live chat widget experience
Persistent visitor chat sessions in browser
Native CRM widget replaces legacy C&S shortcode aliases
Public first-message display is optimistic so visitors see their message immediately

Communications / Mobile App

Sessionless API Mobile Chat App

Admin path: HCSM CRM -> Communications -> Live Chat API Mobile App

Phone-friendly API mobile app works without sharing desktop wp-admin login cookies
Token-authenticated queue, thread, reply, read, close, delete and badge endpoints
Notification click URLs reopen the app with token fallback when needed
Push delivery cooldown prevents duplicate notification stacks for the same chat

Communications / AI Assistant

AI Live Chat Assistant & Away Auto Reply

Admin path: HCSM CRM -> Communications -> AI Live Chat Assistant

Operator availability controls for Available, Away and Business Hours
Away auto-reply message with optional delay and once-per-chat behavior
Suggested Reply buttons in desktop and mobile inboxes
Local CRM knowledge base with optional OpenAI-compatible provider and PHI redaction

Agents / Agencies

Agents / Agencies Hierarchy Readability

Admin path: HCSM CRM -> Agents / Agencies -> Hierarchy

Cleaner hierarchy table so names do not stack one word per line
Agent code and email moved into secondary line under hierarchy name
Scroll-safe table wrapper keeps wide data inside the CRM content area
Counts, contributions, commissions and hierarchy expand/collapse remain available

Command / Membership / Medical Needs / System

HCSM Operating System Core

Admin path: HCSM CRM -> HCSM Operations Command Center

Workflow Template Registry for repeatable operating processes
Member Lifecycle Engine and Medical Need Lifecycle Stages
Guideline Rules Manager and Unified Profile Timeline
Data Quality Center, Notification Command Center, Support Ticket Center and Implementation Wizard

Operations

HCSM Business Depth Dashboard

Admin path: HCSM CRM -> HCSM Business Depth Dashboard

EOS / Sharing Builder for Explanation of Sharing workflows
Sharing Fund Ledger and contribution/payment evidence
Provider Operations Center and Agent Commission Engine
State Disclosure & Regulatory Center, Secure Document Request Center and Operations Packet Builder

Portal Operations

Portal Self-Service Expansion

Admin path: HCSM CRM -> Portal Self-Service Dashboard

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
Portal Page Installer and public shortcodes for member/provider/agent/support intake
Self-Service Knowledge Base for recurring portal questions

Compliance / Security

Compliance, Governance & Security Center

Admin path: HCSM CRM -> HCSM Compliance Governance Dashboard

PHI Access & Audit Center and Export Control Center
Incident / Breach Response Center and Vendor / BAA Risk Register
Policy & Retention Center, Board Governance Center and Regulatory Packet Center
Security Operations Center and Compliance Evidence Vault

System / Enterprise Scale

Enterprise Scale, Integrations & Data Control

Admin path: HCSM CRM -> HCSM Enterprise Scale Dashboard

API & Webhook Center and Import / Export Control Center
Accounting Export Center and Payment Gateway Hardening Center
Integration Health Monitor, White-Label Customer Factory and Customer Success Registry
Backup / Migration Evidence Center with snapshot JSON export

Integrations

API & Webhook Center

Admin path: HCSM CRM -> API & Webhook Center

Register API scopes, endpoint ownership and secrets handling
Track outbound/inbound webhook events and approval evidence
Review replay risks, endpoint owners and integration ownership
Export enterprise-scale snapshot JSON for implementation records

Data Control

Import / Export Control Center

Admin path: HCSM CRM -> Import / Export Control Center

Track controlled data movement, CSV templates and background exports
Capture validation errors, approval evidence and PHI-sensitive export review
Set download expiration and monitor export history
Use evidence records for operational and advisor review

Finance / Integrations

Accounting Export & Payment Gateway Hardening

Admin path: HCSM CRM -> Accounting Export Center / Payment Gateway Hardening Center

Track QuickBooks/general-ledger exports, contribution receipts and commission expenses
Review sharing payments, refunds, adjustments and reconciliation evidence
Monitor tokenization, failed-payment rules, grace periods and receipts
Keep payment handling PCI-safe by avoiding raw card storage

White Label / Customer Success

White-Label Customer Factory & Success Registry

Admin path: HCSM CRM -> White-Label Customer Factory / Customer Success Registry

Track edition selection, branding, license generation and package building
Assign update channels, default portal pages, initial admins and training handoff
Customer Success Registry tracks install health, support plan, renewal date and current version
Useful for white-label reseller support controls and package delivery evidence

System & Configuration

System-Wide Feature Descriptions & User Guidance

Admin path: HCSM CRM -> System Feature Descriptions

Plain-English Page Guide boxes across CRM admin pages
Used-for guidance explaining when and why each tool is used
Basic how-to-start steps on each CRM page
Searchable System Feature Descriptions page integrated with the navigation registry

Launch Readiness

Production Launch Lockdown

Admin path: HCSM CRM -> Production Launch Mode / HCSM Launch Wizard

Production Launch Mode and Feature Visibility Audit
HCSM Launch Wizard and Launch Readiness Score
One-Click HCSM Smoke Test and Public Page Installer & Verifier
Known Limitations and Production Build Manifest for release evidence

Sales / Launch

Sales & Customer Launch Package Builder

Admin path: HCSM CRM -> Sales & Customer Launch Dashboard

Sales & Customer Launch Dashboard and Starter Template Installer
Demo Data Generator and Edition Comparison
Customer Launch Package Builder and Welcome Email Generator
Checkout & License Automation plus sales readiness snapshot JSON export

Operational Proof

Operational Proof & Go-Live Gates

Admin path: HCSM CRM -> Operational Proof Dashboard

Operational Proof Dashboard documents launch readiness evidence
Notification Delivery Test Center and Live Chat End-to-End Test
Contribution Payment Readiness and Security & PHI Go-Live Gate
Backup / Rollback Gate, Production QA Signoff and PHI-safe manifest export

Enterprise Scale / Backup

Backup / Migration Evidence Center

Admin path: HCSM CRM -> Backup / Migration Evidence Center

Track backup proof and database migrations
Record schema validation, import validation and export validation
Retain rollback package evidence and restore notes
Sign off on migration readiness before customer launch

Medical Needs / Providers

Claims, Provider Portal & EDI Operations

Admin path: HCSM CRM -> Claims / Provider Portal / EDI Tracking

Claims and medical need intake, triage, eligibility and guideline review
Provider portal registration, verification and member status lookup
EDI readiness tracking, remittance/EOS and payment/share queues
Appeals, explanations, status history, audit trail and analytics/FWA