Simplified Document Verification & Custom Membership Solutions

Industry

Credentialing & Employment Verification

Services Provided

Project Description

HealthShield Credentialing is a secure, subscription-based platform. We created a system specifically to smooth the document management process and resume creation that is used for employment verification purposes. It is integrated with Mailchimp tracking and customized dashboards, which gives a seamless digital experience to both employees and employers.

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Project Overview

As we know, credential verification of employees is a consuming process that generally needs a centralized system. HealthShield approaches us to make its vision true by simplifying the complex approach of credential verification in the employment sector. They need a modern solution to digitize this workflow. It provides employees with a platform where they submit credentials. Employers can easily use the interface to verify them with a secure subscription model.

Our expert developers built a custom membership-based platform on WordPress. It is perfectly integrated with MailChimp, enabling smooth engagement and tracking.

Challenges

  • To handle multiple membership levels with role-specific functionalities
  • We need to ensure an efficient and secure document uploading process for employees
  • To deliver to employers a simple, organized view of submitted documents
  • Need to develop a downloadable resume from user-submitted data
  • To keep user behavior tracking via Mailchimp for future communication and marketing

Key Features

Multi-Membership System

Our experts executed MemberPress to handle users for multiple levels. We customize it with every membership, which uses different features depending on user roles. Employees quickly upload documents so employers can verify and approve them.

Custom Employee Dashboard

We created an intuitive dashboard for employees so they can upload all their professional documents quickly by using Advanced Custom Fields (ACF). After that, the employer can review it properly.

Employer Verification Panel

Every employer can use a different interface to review, approve, or reject submitted documents by employees. It is published publicly on the site after approval and verification.

Automated Resume Generator

The top-notch feature is auto-generated resumes based on user input. Employees can download their resume and share a professionally formatted resume.

Mailchimp Integration

Now, every user sign-up is captured through Mailchimp. It enables the HealthShield team to maintain user lists, segment audiences, and automate email campaigns efficiently.

Technologies We Used

  • WordPress (CMS)
  • MemberPress (Membership System)
  • ACF – Advanced Custom Fields (for custom dashboards & data)
  • Mailchimp (Email integration & marketing automation)

The Result

  • It is now 60% faster in credential approval turnaround
  • It enhances the employer & employee communication workflow
  • The manual effort is reduced with auto-generated resumes
  • Higher engagement through Mailchimp email flows
  • Flexible infrastructure for adding new features and a membership layer.

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