Screenshots – HCSM Administration

Software screenshots

See the HCSM Administration WordPress plugin in action.

The gallery now includes the original plugin screenshots plus Knowledge Center screenshot assets covering the latest v1.36.143 modules.

HCSM WordPress plugin dashboard screenshot

WordPress plugin HCSM dashboardPlans, rates, enrollment, applications, members, reports, and settings.

HCSM WordPress plugin enrollment screenshot

Public enrollment wizardGuided enrollment flow with member, plan, review, contribution, and payment steps.

HCSM command center and navigation screenshot

Command Center and navigationCommand-first classic left menu, global search, saved views, timelines, and evidence.

HealthShare Enrollment Pro 2.0Enrollment dashboard, review queue, PURLs, disclosures, and document packages.

Member portal and contribution billing screenshot

Member Portal ProMembership activation, MRA, contribution billing, member cards, discounts, and secure service.

Medical needs and claims operations screenshot

Medical Needs / Claims OperationsIntake, triage, rules, EOS, appeals, FWA, SLA, and analytics.

Provider Portal and EDIProvider registration, verification, member status lookup, submissions, EDI readiness, and First Health locator.

HIPAA and production securityRisk center, privacy/breach workflows, production lockdown, export controls, and PHI monitoring.

Nonprofit executive administration screenshot

Nonprofit and HCSM operationsBoard portal, governance approvals, Form 990 workpapers, fundraising, funds, and HCSM operations.

Reports and packetsCorporate reports, analytics, board/regulatory/HIPAA/medical need/nonprofit/finance packets.

Licensing and updatesSerial activation, update server, package uploads, rollback, semantic version sorting, and forced update checks.

Carrier setup and production readinessSetup wizard, go-live checklist, security controls, UX studio, help center, and mobile preview.

Use the screenshots in training and sales pages.

All image blocks are WPBakery-editable and can be replaced with live screenshots from your installed system.

Open Knowledge Center

v1.36.185 system screenshots

Screenshots for the new feature areas.

Use these visuals for sales, training, onboarding, and the Knowledge Center. You can replace any image in WPBakery later with live production screenshots.

Command Center & Navigation ManagerCommand-first classic left navigation; Global tool search, saved views, favorites and recent items

Membership Card Builder & Studio ProEdit saved membership card templates instead of rebuilding from scratch; Live browser preview updates while admins type member data

Native Live Chat Command InboxEnterprise operator inbox with priority, tags, internal notes and quick replies; Desktop alert monitor and synchronized unread/read state

Public Live Chat Widget & Native BubblePolished floating public live chat widget experience; Persistent visitor chat sessions in browser

Sessionless API Mobile Chat AppPhone-friendly API mobile app works without sharing desktop wp-admin login cookies; Token-authenticated queue, thread, reply, read, close, delete and badge endpoints

AI Live Chat Assistant & Away Auto ReplyOperator availability controls for Available, Away and Business Hours; Away auto-reply message with optional delay and once-per-chat behavior

Agents / Agencies Hierarchy ReadabilityCleaner hierarchy table so names do not stack one word per line; Agent code and email moved into secondary line under hierarchy name

HCSM Operating System CoreWorkflow Template Registry for repeatable operating processes; Member Lifecycle Engine and Medical Need Lifecycle Stages

HCSM Business Depth DashboardEOS / Sharing Builder for Explanation of Sharing workflows; Sharing Fund Ledger and contribution/payment evidence

Portal Self-Service ExpansionMember Self-Service Portal 2.0, Provider Self-Service Portal 2.0 and Agent / Agency Self-Service Portal; Portal Tickets & Secure Messages with notification preferences

Compliance, Governance & Security CenterPHI Access & Audit Center and Export Control Center; Incident / Breach Response Center and Vendor / BAA Risk Register

Enterprise Scale, Integrations & Data ControlAPI & Webhook Center and Import / Export Control Center; Accounting Export Center and Payment Gateway Hardening Center

API & Webhook CenterRegister API scopes, endpoint ownership and secrets handling; Track outbound/inbound webhook events and approval evidence

Import / Export Control CenterTrack controlled data movement, CSV templates and background exports; Capture validation errors, approval evidence and PHI-sensitive export review

Accounting Export & Payment Gateway HardeningTrack QuickBooks/general-ledger exports, contribution receipts and commission expenses; Review sharing payments, refunds, adjustments and reconciliation evidence

White-Label Customer Factory & Success RegistryTrack edition selection, branding, license generation and package building; Assign update channels, default portal pages, initial admins and training handoff

System-Wide Feature Descriptions & User GuidancePlain-English Page Guide boxes across CRM admin pages; Used-for guidance explaining when and why each tool is used

Production Launch LockdownProduction Launch Mode and Feature Visibility Audit; HCSM Launch Wizard and Launch Readiness Score

Sales & Customer Launch Package BuilderSales & Customer Launch Dashboard and Starter Template Installer; Demo Data Generator and Edition Comparison

Operational Proof & Go-Live GatesOperational Proof Dashboard documents launch readiness evidence; Notification Delivery Test Center and Live Chat End-to-End Test

Backup / Migration Evidence CenterTrack backup proof and database migrations; Record schema validation, import validation and export validation

Claims, Provider Portal & EDI OperationsClaims and medical need intake, triage, eligibility and guideline review; Provider portal registration, verification and member status lookup