General
Getting started with Equip, invoicing basics, and the small things that do not fit elsewhere.
By MaryGrace and 1 other2 authors6 articles
- Save Equip to your phone's home screenLearn how to quickly add Equip to your smartphone's home screen for easy, one-tap access on both iOS and Android devices.
- Add and manage authorizers for invoicingAuthorizers are the payers offered in Bill To on an invoice and Authorizer on an authorization; add, edit or delete them under Manage Authorizers on the Pathways, then Authorizations page,…
- Use Batch Actions to update multiple recordsLearn how to use Batch Actions in Equip to update participants, manage team member workflows, and generate document ZIP files.
- Introduction to the Help CenterMessage our team, explore articles, and get updates—all from the orange chat button.
- Introduction to the Equip CardSet up a participant’s Equip Card to share key info, emergency contacts, and documents for safety and support in the community.
- Generate an invoice from a pathway authorizationGenerate Invoice on an authorization prefills the invoice number, dates, Bill To and a line item per step; adjust them, attach PDFs, and Equip builds the PDF in the background…