Pathways
Create and manage step-by-step service workflows, including billing and progress tracking.
By MaryGrace and 1 other2 authors4 articles
Setting Up PathwaysLearn how to set up pathways in Equip, including step-by-step instructions and a bulk import template to speed up account setup.
Introduction to PathwaysLearn How To organize participant services, track progress, and manage billing using Pathways in Equip.
Assigning Forms to Pathway StepsLearn how to assign forms to pathway steps so they appear automatically during a participant's pathway progress.
Introduction to InvoicingLearn how enabled customers can generate invoices from pathway authorizations, manage line items, attach supporting documents, and produce invoice PDFs in Equip.