MedPlan
Neighborhood Health Systems
R
Rudy
Founder
Organization, visualized

Here's MedPlan as one org 馃┖

The whole operation on one map: platform, people, providers and members. Tap any node to open it up and see how the pieces connect before we rebuild.

Organization map tap a node to expand & open details
    Drag to pan 路 scroll or pinch to zoom
    Feature & CRM breakdown the full admin surface, mapped for the rebuild

    The back office is a membership / medical-discount-plan business: plan members, the leads that become them, the provider network they get discounts at, corporate-group billing, payments & collections, and staff/agent accounts with commissions. It bundles a lightweight CRM on top of a recurring billing / AR engine. Top-level navigation splits into 6 groups and 38 admin pages.

    Source: read-only crawl of app.floridamedplan.com/admin 路 2026-11-12 路 no data written

    Data entities & live counts

    71,898
    Plan Members
    ViewMembers.cfm
    Observed
    5,533
    Leads
    ViewLeads.cfm
    Observed
    435
    Staff / Agent Users
    ViewUsers.cfm
    Observed
    209
    Facility Providers
    ViewFacilities.cfm
    Observed
    584
    Physician Providers
    ViewProviders.cfm
    Per org map 路 AJAX-loaded
    18
    Corporate Groups
    corpGroups.cfm
    Per org map 路 AJAX-loaded

    Members, Leads, Providers, Users and Facilities are jQuery / AJAX datagrids with server-side filter, sort and paging. The physician (584) and corporate-group (18) counts come from the org map, not the static HTML, so they are shown as unconfirmed.

    6 navigation groups & their pages

    Leads2
    View LeadsViewLeads.cfm
    Lead datagrid, 5,533 records. Filters: name, home phone, AgentID, StepNumber (pipeline stage), AddedDate range. A stepped pipeline (lead to member) with convert-to-member.
    Member WizardMemberCreate.cfm
    Multi-step guided new-member / lead-conversion flow.
    Members9
    View MembersViewMembers.cfm
    Master member datagrid, 71,898 records. Filters by MemberID, address type, process type; tracking-number lookup.
    Add MemberAddMember.cfm
    Full enrollment form: demographics, username/password, living + shipping addresses, assigned agent, mandatory plan, AutoPay, up to 4 family members, and ACH / card payment capture at enrollment.
    Update Member — the member 360 recordUpdateMember.cfm
    The account 360 view with ~60 editable fields and nine inner tabs (see below).
    View Active Plan TransactionsViewActivePlanTransactions.cfm
    Per-member active plan plus transaction ledger.
    Members w/o AgentsMembersAgents.cfm
    Data-quality list of unassigned members.
    Duplicate MembersDuplicateMembers.cfm
    Dedupe tool to find / merge duplicate members.
    Member ExportMemberReports.cfm
    CSV export of member data (standard field set).
    Member Extended ExportMemberReports_exportExtended.cfm
    Export with the extended field set.
    Karis Exportkarismembers.cfm
    Export feed to Karis, an external member-benefit / concierge-care partner.
    Providers5
    Physician ProvidersViewProviders.cfm
    Datagrid: Provider Name, Practice, Location, Office, Fax, Email, Specialty 1/2, Status.
    Add Physician ProviderAddProviders.cfm
    Full credentialing: License, DEA, NPI, UPIN, BoardCertification, Specialty 1/2, plus a provider-portal login.
    Facility ProvidersViewFacilities.cfm
    Facilities datagrid, 209 records.
    Add Facility ProviderAddFacility.cfm
    FacilityName, address, contacts, Services, TaxID, StoreID, Status.
    Corporate GroupscorpGroups.cfm
    CGID, name and member count per group. 18 groups (per org map; AJAX-loaded).
    Users4
    View UsersViewUsers.cfm
    435 internal staff / agent accounts.
    Add Contact / Add UserAddUser.cfm
    The role + commission model: usertype (role), CommissionLevel, Bonus, PaymentMethod / PaymentDetails, Start / End date, disabled flag.
    View Profile / Update UserUpdateUser.cfm
    Self-service profile edit.
    View My ClientsUsersClients.cfm
    An agent's assigned member book (agents are scoped to their own members).
    Reports14
    BalancesReportBalances.cfm
    Member account balances / AR.
    Collectionscollections.cfm
    AR / collections worklist: Member, phones, Last Charge, Last Payment, Balance, Status, Status Date, Last Comm.
    Cancellation Reportcancellations.cfm
    Churn / cancellations.
    CommissionsreportCommissions.cfm
    Agent commission accrual.
    Paid CommissionsreportCommissionsPaid.cfm
    Commission payout.
    Sales By AgentReport_Sales.cfm
    Agent sales performance.
    Invoice ReportsReportInvoices.cfm
    Invoicing.
    Payment ReportsReportPayments.cfm
    Payments received.
    Transfirst DetailTransFirstReporting.cfm
    TransFirst payment-gateway settlement detail.
    Paypal Reportingreporting.cfm
    PayPal transaction reporting.
    Coupon BookReport_PrintCoupons.cfm
    Printable member payment coupon books.
    Fulfillment ReportreportShipMail.cfm
    Card / kit shipping.
    eFulfillment ReporteFulfillmentReport.cfm
    Electronic fulfillment.
    Import FinancialsImportFinancials.cfm
    Bulk import of financial / payment data (write tool; not triggered in the crawl).
    Management6
    Send CampaigncampaignSend.cfm
    Mass SMS + Email campaign tool. Segment filters: Has Email, Has Mobile, Status, Status Date range, Zip; select-all or select-list of member IDs.
    Template ManagermessageTemplates.cfm
    Message template CRUD: Name, Type, Method (SMS / Email), Language, body.
    SMS LogsmsLog.cfm
    Outbound SMS history.
    SMS ResponsessmsResponses.cfm
    Inbound SMS replies (two-way texting).
    Document TaggerdocTag/
    Document tagging / management utility.
    Upload DirectorypdfUpdate.cfm
    PDF / document upload manager.

    The member 360 record 路 UpdateMember.cfm

    One record per member aggregates demographics, family members and ~60 editable fields, organized into nine inner tabs:
    NotesCommunicationFulfillment PlansTransactionsInvoices Changes (audit log)LabsProvider

    CRM capabilities

    Lead management & pipeline
    ViewLeads with a StepNumber stage field, agent assignment, date tracking, and a Member Wizard to convert leads to members. 5,533 active leads.
    Account / contact 360
    UpdateMember aggregates demographics, family members, Plans, Transactions, Invoices, Notes, Communication, Fulfillment, Labs, assigned Provider and a Changes audit log.
    Communications
    Two-way SMS (SMS Log + Responses), email, mass campaigns by segment, and reusable multi-language templates. Per-member Last Comm tracked in Collections.
    Scheduling / follow-up
    Status-date driven collections worklist and campaign scheduling by member status. No standalone calendar module observed.
    Reporting
    Deep billing / commission / sales / AR / cancellation / fulfillment report suite plus member exports (standard, extended, Karis).
    User / role management
    435 internal users with usertype roles, commission levels, bonus, payment method / details, start / end dates, disabled flag, and an agent My Clients book.
    Provider / facility / corporate data
    Physician directory with full credentialing (License / DEA / NPI / UPIN / BoardCertification / Specialty), facility directory with TaxID / StoreID / Services, and 18 corporate groups for group billing.

    Integrations & external services

    Payment & billing
    • TransFirst — credit-card payment gateway (settlement detail).
    • PayPal — alternate payment channel.
    • ACH — direct bank debit; account number/type and ACH names at enrollment, AutoPay recurring draft billing.
    Partner & data services
    • Karis — external member-benefit / concierge partner, fed via member export.
    • Melissa — address validation, referenced on forms.
    • Internal — SMS gateway (two-way), email sender, PDF / coupon generation, card / kit fulfillment.

    Tech surface

    ColdFusion (.cfm)CFID / CFTOKEN sessions Microsoft-IIS/10.0X-Powered-By: ASP.NET AWS ELBWAF / UA gate (plain curl = 403) jQuery UI tabsAJAX server-side datagrids No SPA frameworkLegacy monolith 路 one .cfm per feature
    Form login to index.cfm with a server session via ColdFusion cookies (~40 min idle timeout); separate member and provider portal logins. The rebuild is really a recurring billing / subscription + AR engine with a CRM shell, at 71,898 members with full transaction, invoice and plan history.

    Next: the Agent Portal

    One login where every licensed agent sees their book, their agency, and their clients, the layer that sits on top of this map once the new site lands.

    Planned 路 2026