Pathways organize services, milestones, or program requirements into trackable steps. They help CRPs, Higher Ed programs, and other organizations create a consistent structure for the work team members complete with participants, students, clients, members, or residents.
đ How It Works
A pathway is the overall workflow. A pathway step is one part of that workflow. After a pathway is set up in Pathway Library, team members can start that pathway from a participantâs profile and track progress across the included steps.
Create the pathway and its steps in Pathway Library.
Open a participantâs profile and go to Pathways.
Select Start Pathway.
Choose the pathway, case when applicable, pathway dates, included steps, supporters, and any custom field values.
Select Start Pathway to create the pathway progress record.
Update progress over time by adding step start dates, end dates, supporters, authorizations, or custom field values as your workflow requires.
â Benefits
Shared structure â team members follow the same pathway steps for similar work.
Progress visibility â teams can see what has started, what is in progress, and what is completed.
Segment flexibility â CRPs can track services and authorizations, while Higher Ed programs can track student milestones, supports, or program requirements.
Reporting context â pathway data can support operational, demographic, utilization, billing, and setup reports depending on the tools enabled for the account.
âď¸ Customization and Options
Single-step or multi-step pathways â choose the structure that matches the workflow.
Pathway dates â track dates such as receive date, meeting date, or account-specific pathway dates.
Supporters â assign team members to individual pathway steps.
Custom fields â collect additional pathway-level or step-level information.
Authorizations â when enabled, track authorization details and step-level units, rates, billed dates, and paid dates.
đĄ Best Practices
Use pathway names that match your organizationâs program language.
Keep step names clear and action-oriented.
Use dates consistently so reports reflect the workflow accurately.
Assign supporters when team member ownership matters for follow-up or reporting.
Review pathway setup before starting progress for a large group of people.
â FAQs
Who can use Pathways?
Pathways can support any enabled account that needs structured progress tracking, including CRPs and Higher Ed programs.
Does every pathway need multiple steps?
No. Use a single-step pathway when the work is simple, and use multiple steps when the workflow has meaningful phases.
Can a participant have the same pathway more than once?
A participant cannot start another copy of the same pathway while that pathway is already in progress. After the previous pathway progress is completed or closed, the pathway can be started again when appropriate.
Are authorizations required for Pathways?
No. Authorizations are available only when the account uses pathway authorization tools.
Why does my account use a different participant label?
Equip may show your organizationâs preferred term, such as Student, Client, Member, or Resident. Pathways still track progress for that participant record.
Related Articles
Setting Up Pathways
Creating Pathway and Pathway Step Custom Fields
Assigning Forms to Pathway Steps