Pathways
Organize participant services with pathways, track progress, and manage authorizations and invoices.
By MaryGrace and 1 other2 authors15 articles
- Understanding Pathway Step TypesLearn how to use Manual, Task, Form, and Assessment steps to organize pathway work and track participant progress.
- Understanding pathway step statusesA step is Not Started, In Progress or Completed from its Start Date and End Date alone; a discharge relabels it Discharged (Completed) or Discharged (Incomplete); Closed belongs to the…
- Record billed and paid dates on an authorizationLearn how to record billed and paid dates on authorization step lines and understand billing statuses.
- Edit, retry or delete an invoiceLearn how to edit invoice details, retry PDF generation, or delete an invoice while understanding what happens to documents and billed dates.
- Record pathway step outcomes and discharge a participantLearn how to record pathway step outcomes, close an enrollment, and optionally discharge a participant.
- Add an authorization to a participant's pathwayAuthorizations are entered on the pathway progress form under Add Authorization, with a number, dates, an authorizer and a rate and units per step, then edited from the same form…
- Understanding access to pathways, authorizations, and invoicesWhich level on the Pathways, Pathway Authorizations and Pathway Authorization Invoices modules unlocks each screen, how scope of support decides whose pathways you see, and what to check when someone…
- Pathway Centralization webinar recordingsRecordings of the Higher Ed and CRP Pathway Centralization webinars, which show the pathway progress detail page, step statuses, linked records, discharges and closing a pathway progress.
- Introduction to Pathway CentralizationPathway Centralization adds a View Details page to each pathway progress with the step timeline, linked goals, notes, forms, assessments and documents, invoices, Discharge Step, Close Progress and Reopen Progress,…
- Add custom fields to a pathway or stepCustom fields are defined on the pathway or on a step from the Pathway Library with Add Custom Field, then filled in per participant on Start Pathway and Update Progress;…
- Managing Pathways, Steps, and Default RatesLearn how to create pathways, configure steps, and update default rates in the Pathway Library.
- Introduction to PathwaysA pathway is a set of steps built in the Pathway Library; team members start it for a participant from the Pathways tab, then record each step's supporter, Start Date…
- Assign a form to pathway stepsTurn on Assign to Pathway Steps when editing a form and pick the steps; team members then open the form from the Document button on a started step, with the…
- Set up pathway date fieldsAdd, rename, reorder and delete the milestone dates recorded on every pathway progress under Settings, then Pathways, on the Dates tab; Receive Date stays first and Meeting Date last, and…
- Running the same pathway more than onceEquip blocks Start Pathway only while an earlier round of that pathway is still open for the participant; finish, discharge or close the earlier round and you can start it…