Platform Configuration
These settings apply to all tenants. Changes take effect immediately.
Enable or disable modules platform-wide. Tenant-level overrides can still be set per tenant and will take precedence over these defaults.
Core analytics and overview
Claims queue, adjudication engine, appeals
EDI 837/835/270/278 integrations — partner connections, inbox/outbox, realtime eligibility, authorization review, DLQ, routing rules
Leads, contacts, call logging, scoring
Member records, dependents, documents
Admin-side provider directory — invite, approve, suspend, archive, and impersonate provider accounts
Campaigns, templates, sequences, lists
SMS campaigns, conversations, broadcasts
Funnels, ad platforms, campaigns overview
Shared asset library for marketing creatives, documents, and templates
Payment processing, reconciliation, exports
Tenant fee schedule management plus CPT and ICD-10 directories used by the adjudication engine
Scenario modeling, demographics, valuations
Self-service portal for members
Self-service portal for providers — onboarding, claims submission, batch 837 upload, remits, eligibility, authorizations, secure messaging
Nationwide facility directory + care-navigation concierge. Gates the /facilities admin route, the portal /portal/concierge route, the per-member concierge card, and the Settings → Member Concierge admin controls.
Tenant-curated in-network facility directory with custom tiers and per-contract metadata. Gates the Settings → Network page and the in-network controls on /facilities and /portal/facilities.
Tenant-level settings and configuration
Public enrollment wizard
Custom workflow pipelines
HIPAA audit trail