Pathway Centralization brings a participant's pathway work into one place. A pathway progress page shows the participant's enrollment, step timeline, linked records, discharge activity, and closure status so teams can review the full service history without opening every module separately.
Use this article as a quick reference for what changes, how linking works, and how to roll it out with your team.
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Higher Ed Pathways Webinar
CRP Pathway Centralization Webinar
How It Works
Pathway progress page - Open a participant's pathway progress to review the pathway status, completion percentage, current step, pathway data fields, step timeline, and linked activity.
Linked Activity - Goals, notes, forms, assessments, and documents can be linked to a pathway enrollment or to a specific step. Each linked section shows counts, recent activity, and the pathway or step anchor.
Step timeline - Each enrolled step shows its status, start and end date range, supporter, discharge details, and step-level custom field values.
Discharge Step - Started steps can be discharged with a date, reason, notes, and optional end date handling.
Close Progress - A pathway enrollment can be closed after all in-progress steps are completed or discharged. Closed enrollments can be reopened with Reopen Progress when the user has permission.
Link Records To A Pathway Or Step
Linking connects records from other modules back to the service they support. Use pathway-level links for records that apply to the whole enrollment. Use step-level links for records tied to a specific phase of service.
Pathway-level examples - Overall employment goals, service agreements, broad intake documentation, or records that apply across the full pathway.
Step-level examples - Discovery assessment results, job development forms, job coaching notes, verification letters, or documents tied to one service phase.
Best rule - When a record belongs to a specific service phase, link it to the step. Step links make filtering and reporting more useful later.
Events and routines are not currently shown in the linking picker. Existing pathway-step connections for those records continue to work where already supported.
Discharge And Closure
Discharge and closure answer different questions.
Discharge is recorded on a step. Use it when a service ended, including services that stopped before completion or services where the discharge is documented later.
Closure is recorded on the pathway enrollment. Use it when the participant's time on that pathway is finished.
Close Progress is blocked while any step is still in progress. Complete or discharge the in-progress steps first.
Closed does not deactivate the participant profile. It only marks that pathway enrollment as finished.
Reporting And Filters
Pathway Progresses includes filters for pathways, steps, supporters, participants, groups, intake date, step start date, and status.
When Pathway Centralization is enabled, Pathway Progresses also includes Discharge Reason and Closed Pathways Only filters.
Linked record reports can include Pathway and Pathway Step columns for linked goals, notes, events, forms, and assessments when those reports support pathway link columns.
The Pathway Progress report can include enrollment status, closed date, discharge date, discharge reason, disposition, discharge notes, and pathway or step custom field values when Pathway Centralization is enabled.
Best Practices
Review discharge reasons in Account Settings before rollout so staff select consistent reasons.
Set a simple team rule: service notes, forms, assessments, and documents should be linked to the most specific step that applies.
Start with the pathways your team actively uses instead of reorganizing every historical pathway at once.
Use linked and unlinked filters in notes, forms, assessments, and documents to clean up recent records first.
Close enrollments only after active steps are completed or discharged, so the pathway history stays accurate.
FAQs
Does Pathway Centralization change existing pathways?
No. Existing pathways, steps, enrollments, dates, supporters, authorizations, and billing behavior stay in place. Pathway Centralization adds new ways to link, review, discharge, close, and report on pathway activity.
Which records can be linked to a pathway?
Goals, notes, forms, assessments, and documents can be linked to a pathway enrollment or a specific step.
Should I link to the pathway or the step?
Use the step when the record belongs to a specific service phase. Use the pathway when the record applies to the entire enrollment.
Can a discharged step still count as completed?
Yes. If the step has an end date, it still counts as completed. A discharge adds outcome context; it does not erase completed service delivery.
Can I close a pathway while a step is still active?
No. Complete or discharge in-progress steps before using Close Progress.
Does closing a pathway deactivate the participant?
No. Closing a pathway marks that enrollment as finished. The participant profile remains active unless you separately change the participant's profile status.