Knowledge Center Guide
Member Portal Pro and Contribution Billing
Activation, member portal, MRA, monthly contribution billing, cards, discounts, provider lookup, and secure member service.
Admin path: HCSM CRM → Members & Portals / Finance
How it works
Workflow overview
- Move approved enrollments through membership activation and portal account creation.
- Configure MRA, contribution schedules, invoices, hosted payment links, receipts, and failed-payment workflows.
- Publish member cards, discounts, provider lookup, help center, onboarding tour, and mobile-first portal experiences.
- Track medical needs, secure documents, missing document requests, EOS records, appeals, and member messages.
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.
Membership activation workflowMRA and contribution displayContribution billing schedules and invoicesMembership Card Studio ProDiscount Programs ProSecure member documents and messages
These are administrative workflow tools, not legal, clinical, payer, insurance, payment-processing, cybersecurity, IRS, state, HCSM regulatory, or HIPAA certification.
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