About the client
The client is a US healthcare compliance company that delivers mandatory training to dozens of medical practices. Every practice has its own staff, branding, and compliance requirements, and the client manages all of them centrally.
The challenge
The client’s training ran on a hosted, subscription LMS. Branding each practice’s portal needed custom scripts, reporting was limited, and the team wanted more control over its platform and costs. We started by joining a live demo of the existing system with the client’s LMS administrator and compliance lead, documenting every workflow, pain point, and feature gap before building anything.
What we delivered
- Moodle platform: set up, configured, and themed as the client’s own branded learning site
- Portal per client practice: each practice gets its own space with its logo and brand colors, and courses assigned at portal level reach every learner automatically
- Compliance course library: HIPAA Privacy, HIPAA Security, OSHA, Cybersecurity, Harassment Prevention, and Compliance & Ethics, built from narrated video lessons
- Standard course structure: overview, content, and a final quiz, with no skipping ahead through lessons
- Quizzes: pass marks, retake limits, and questions that can be bulk-imported from Excel
- Certificates: issued automatically on passing, downloadable by learners, and bulk-downloadable by admins
- User management: bulk user import from spreadsheets and custom profile fields such as state, location type, and specialty for state-specific training
- Email notifications: welcome, password reset, enrollment, and reminder emails
- Reporting: completion and certificate reports per practice, with export
- Mobile access through the Moodle app on iOS and Android
Technologies
- Platform: Moodle (PHP, MySQL)
- Front end: Custom Moodle theme with per-portal branding
- Content: Video lessons, quizzes, and automatic certificate templates
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