Pathways
Learn how to use pathways in Equip.
By MaryGrace1 author4 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.
- Configurable Pathway DatesLearn how to configure pathway date fields, timing goals, and reporting filters in Equip.