CHCA™ Backend Scope

1. Dashboard Verification (Existing Features)

1.1 User Dashboard (Agent-Facing)

Description: Validate all existing items migrated from Essential Solutions are functional and aligned with CHCA branding.

Requirements:

  • Confirm all widgets, links, and tools are working as expected.
  • Ensure responsive design across devices (desktop, tablet, mobile).
  • Verify consistency in styling (colors, fonts, spacing).

Acceptance Criteria:

  • All existing modules load without errors.
  • No broken links or missing assets.
  • UI matches approved design mockups.

1.2 Admin Dashboard

Description: Validate all admin tools replicated from Essential Solutions.

Requirements:

  • Confirm data visibility (users, invoices, payments) is accurate.
  • Ensure filtering, search, and export functions work properly.
  • Confirm admin can manage user access and content.

Acceptance Criteria:

  • Admin can view and manage all active users.
  • Admin reports show accurate data.
  • Exported reports match dashboard totals.

2. New Features to Implement

2.1 Fee-Based Planning Invoicing

Description: Enable agents to generate and send branded invoices to clients for planning services. Admin dashboard must calculate commissions and revenue split.

Requirements:

  • Invoice creation form for agents (service selection, client details, fee selection from predefined table).
  • Branded invoice template (CHCA logo, styling).
  • Payment link integration (via payment gateway).
  • Admin calculation logic:
    • Agent receives 90% of collected fees.
    • CHCA retains 10%.
  • Monthly reporting for payouts (exportable).

Acceptance Criteria:

  • Agent can create and send an invoice successfully.
  • Client receives branded invoice with secure payment link.
  • Payment is recorded in dashboard.
  • Admin report shows correct 90%/10% split by agent and month.

2.2 Billing Page

Description: Provide a billing section within the user dashboard to manage setup fees, renewals, and payment methods.

Requirements:

  • Display initial setup fee ($499, or discounted $299 with code).
  • Display and manage annual renewal fee ($129, autopay).
  • Card on file management (update, replace, delete).
  • Payment history (setup, renewal, invoices).

Acceptance Criteria:

  • User can view billing history.
  • User can update payment method.
  • Annual renewals process automatically.
  • Failed payments trigger system alerts and dunning emails.

2.3 Testing Center

Description: Integrated exam module for certification completion.

Requirements:

  • Exam interface based on link with questions provided.
  • Multiple-choice question format, randomized order.
  • Score tracking with pass/fail threshold (85%).
  • Certificate generation upon passing.
  • Admin ability to manage exams (add/edit questions, view results).

Acceptance Criteria:

  • Users can launch exam from dashboard.
  • Exam delivers randomized questions.
  • Results show immediately after completion.
  • Passing users receive downloadable/printable certificate.
  • Admin can view individual and aggregate exam results.

3. General Development Notes

  • All new features must match CHCA’s branding guidelines (colors, typography, logos).
  • System must remain responsive and mobile-friendly.
  • All data must be securely stored and handled (PCI compliance for payments).
  • Cross-browser testing required (Chrome, Edge, Safari, Firefox).

4. Deliverables

  • Updated User Dashboard with billing page, invoicing system, and testing center.
  • Updated Admin Dashboard with reporting logic for invoicing, billing, and exam results.
  • Documentation of workflows for each new feature.
  • QA testing results prior to launch.