Centralized MLM platform for managing healthcare business operations

When Epixel MLM Software stepped onto the scene, we identified the need for an all-in-one solution that can help the company manage reps, patients and clinic partnerships along with efficient operations management.

Performance tracking tools

The primary concern of the company being unable to track representative performance was addressed with a set of automated performance tracking tools. It analyzed representative performance over key areas like sales, referrals, team collaboration and training to assess their performance levels. The results were presented on a performance dashboard that could be viewed individually by the reps, their leaders and the organization’s admin.

Automated registration process for patients, reps, and clinics

A centralized registration module was designed for patients, reps, and clinics. Users were taken through an initial registration process customized for each user role with a mandatory KYC and documentation step. This ensures that the details of each user was responsibly documented for future reference.

Reps can select their compensation structure and activate their replicated website with preferred URLs during the onboarding process itself. Clinics are given a dashboard through which they can monitor service purchases, manage appointments and update order fulfillment details. The patient onboarding process has clear privacy disclosures and profile management features for ensuring security and compliance.

Ecommerce and service bookings

The ecommerce platform can handle the sale of physical healthcare products and paid medical services. Products and services are managed by the admin. Reps earn commissions on their product sales and service they promoted based on the organization’s compensation structure. Clinics have a separate portal to manage the status of the services and products they offer.

Commission and payment processing

Commissions were calculated based on a pre-configured compensation plan. The automated process deals with payouts on specified time periods without any delays or errors. Distributors can track their earnings on their earnings dashboard. Admin can custom build their compensation structure any time they choose.

The payment processing system was built with methods requested by the healthcare MLM company like bank wire transfers, Hyperwallet and crypto options. The checkout system was made flexible with NMI and CoinPayments and payment options such as cards, BTC and ETH. The system has a multi-currency feature with USD set as the base currency.

Shipping management with ShipStation API

The order fulfillment process was done with ShipStation integrated into the MLM platform with an API. Customers, reps and admins can easily track orders and delivery timelines with real-time shipping updates.

Replicated websites and digital marketing tools

An automated lead generation module funneled leads from various channels into the system’s CRM, where it was processed and segmented based on lead scoring techniques. The CRM then assigns the leads to sales teams.

Replicated websites were auto-generated during the rep onboarding process and reps can customize it fully to run their product and service promotions. Other promotional tools for reps included landing pages, ad banners, product catalogs and a campaign manager.

Reps could easily run campaigns and monitor their performance without the need for any technical support.

Rank analysis and earnings dashboard

Representatives and admins can track the rank progression with role-based dashboards. Admin can preconfigure rank rules that align with their compensation plan. Rank updates on leaderboards were implemented to create healthy competition among the representative teams.

Earnings dashboard established transparency with updated display of earnings, sales performance and payout information. The dashboard can be personalized for each representative with preferred metrics and filters.

Dual-language support and localization

The system features have been localized to support two regional languages, English and Spanish. Th default language has been set as English with Spanish support using Google Translate. This was created to help reps and patients from bilingual communities to use the system easily.

The prices, taxes and transactions were managed in USD and the system was built to meet regional preferences and market demands.

Migration of existing users

All healthcare data including that of patients, reps and clinics were transferred from the old system to the new without any interruptions to the ongoing business process. The data included data of earnings, ranks, and transactions.