Pathways help you organize participant services into clear, step-by-step workflows. Each pathway defines what services are provided and how they progress, while allowing your team to track each participant’s journey and manage billing in one place.
Pathways are designed to support both service delivery and operational needs, from documenting progress to generating invoices.
What Are Pathways?
In Equip, pathways are structured service workflows that guide participants through a defined set of steps. A single pathway can include:
One or multiple service steps
Optional billing details
Progress tracking for each participant
Pathways are created once and reused across participants, ensuring consistency while still allowing individualized tracking.
Pathways vs. Pathway Progress
Equip uses two closely related concepts:
Pathways
Pathways are the master definitions of your services. They define:
The name and purpose of the service
The steps involved
Optional billing and unit information
These are created and managed at the account level.
Pathway Progress
Pathway progress is created when a pathway is started for a specific participant. It tracks:
Which steps the participant has completed
Dates and progress details
Billing authorizations and service usage
Each participant has their own pathway progress record, even when using the same pathway.
What You Can Do With Pathways
Pathways give teams a centralized way to manage services and outcomes. With pathways, you can:
Create structured service workflows
Start pathways for individual participants
Track progress step by step
Manage billing authorizations tied to services
Generate invoices from completed work
Monitor participant journeys across multiple pathways
Who Can Access Pathways
Access to pathways depends on permissions and support scope.
Permissions Overview
Pathways access is controlled through role permissions in Settings → Permissions:
Viewer – View pathway progress (read-only)
Supporter – Start and update pathway progress for assigned participants
Administrator – Create and edit pathways, and manage progress for all participants
Only Administrators can create or edit pathways themselves. Supporters typically work with pathway progress from participant profiles.
Support Scope Matters
Even with the correct permissions, you can only access pathways for participants within your Support Scope:
Restricted – Only your own records
Designated – Participants you’re assigned to (recommended for support staff)
Full – All participants
Support staff must be added to a participant’s Support Team to access their pathway progress.
How Pathways Are Used Day to Day
In practice, teams typically use pathways in three ways:
Administrators create and maintain pathways that define services
Support staff start pathways and update progress from participant profiles
Billing teams manage authorizations and invoices tied to pathway progress
This separation ensures consistency in service delivery while allowing flexibility at the participant level.
When to Use Pathways
Pathways are ideal when you need to:
Deliver services in a consistent, repeatable way
Track progress over time
Tie service delivery to billing and authorizations
Report on participant engagement and completion
If your team provides structured services with defined steps, pathways help keep everything organized and auditable.
Next Steps
Once you understand pathways, you’re ready to:
Create pathways (Administrators)
Start pathways for participants
Track progress and manage authorizations
Generate invoices from completed services