Latest uploaded system version
This page adds the newest HCSM Administration features from the uploaded enterprise white-label package while keeping the existing website design and layout. It is safe to edit in WPBakery.
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.
v1.36.185 Knowledge Center
Each card includes a system screenshot, where the feature lives, and a plain-English explanation of what administrators can do with it.
Admin path: HCSM CRM -> Command Center / Enterprise Navigation Manager
Admin path: HCSM CRM -> Membership Card Builder / Card Studio Pro
Admin path: HCSM CRM -> Communications -> Live Chat Inbox
Admin path: Public pages -> Auto-rendered native live chat bubble
Admin path: HCSM CRM -> Communications -> Live Chat API Mobile App
Admin path: HCSM CRM -> Communications -> AI Live Chat Assistant
Admin path: HCSM CRM -> Agents / Agencies -> Hierarchy
Admin path: HCSM CRM -> HCSM Operations Command Center
Admin path: HCSM CRM -> HCSM Business Depth Dashboard
Admin path: HCSM CRM -> Portal Self-Service Dashboard
Admin path: HCSM CRM -> HCSM Compliance Governance Dashboard
Admin path: HCSM CRM -> HCSM Enterprise Scale Dashboard
Admin path: HCSM CRM -> API & Webhook Center
Admin path: HCSM CRM -> Import / Export Control Center
Admin path: HCSM CRM -> Accounting Export Center / Payment Gateway Hardening Center
Admin path: HCSM CRM -> White-Label Customer Factory / Customer Success Registry
Admin path: HCSM CRM -> System Feature Descriptions
Admin path: HCSM CRM -> Production Launch Mode / HCSM Launch Wizard
Admin path: HCSM CRM -> Sales & Customer Launch Dashboard
Admin path: HCSM CRM -> Operational Proof Dashboard
Admin path: HCSM CRM -> Backup / Migration Evidence Center
Admin path: HCSM CRM -> Claims / Provider Portal / EDI Tracking
v1.36.185 system screenshots
Use these visuals for sales, training, onboarding, and the Knowledge Center. You can replace any image in WPBakery later with live production screenshots.
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