Setting up multiple pathways at once? Use Equip’s spreadsheet template to make the process fast and accurate. Contact the Equip team to import Pathways.
📁 Pathway Import Template
Download the Pathway Import Template.
Once downloaded, you’ll see Vocational Rehabilitation Pathways listed in the sheet.
Highlight the rows for the pathways your organization uses.
Leave unused pathways unhighlighted or delete them.
To Save The Template as an Excel:
Click the link above
Click File
Click Download
Click Microsoft Excel (.xlsx)
Open your new template
Delete any sample data
Enter your data
Click on the Name of the File at the top of the page (Equip-parthways-template)
Rename the file to your organization's name-pathways-template
Click Save
🎥 Watch & Follow Along
Watch the following video that steps through each cell of the Import Template linked above. Open up your template and follow along.
🧩 Complete Each Column
Required
pathway – The category of the service (e.g., Career Employment Services or Pre-ETS).
step – The step in the pathway (e.g., Job Readiness Training or Workplace Tour).
Optional
description – Add notes or context for the step.
code – Internal or billing code (often tied to reimbursement).
position – The step order (1 = first, 2 = second, etc.). If left blank, steps will appear in the order received.
price – Enter the billable amount (e.g., 100).
price_by – Define the unit: hour, service, or unit (day).
Equip Tip: Import your Pathways to get started for your Equip training. You can always go back and add more later—this is only the beginning!