Pathways
Create and manage step-by-step service workflows, including billing and progress tracking.
By MaryGrace1 author3 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.