Equip

Learn how to set up pathways in Equip, including step-by-step instructions and a bulk import template to speed up account setup.

Setting Up Pathways

Learn How To organize participant services, track progress, and manage billing using Pathways in Equip.

Introduction to Pathways

Learn how to assign forms to pathway steps so they appear automatically during a participant's pathway progress.

Assigning Forms to Pathway Steps

Learn how to configure pathway date fields, timing goals, and reporting filters in Equip.

Configurable Pathway Dates

MaryGrace Flores

Pathways

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