> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.
# Community Engagement Overview
> Overview of the Community Engagement core in Encore OS — purpose, scope, and key responsibilities.
The Community Engagement core (CE) manages outreach, intake, and relationship management for Encore OS — lead management, intake screening, calendar scheduling, contact relationship mapping, email and SMS communications, embeddable intake widgets, and referral sequencing.
**Architecture:** CE integrates with **Platform Foundation** for communications and notification infrastructure, and sequences qualified referrals into **Clinical** and **Practice Management**.
## From lead to referral
Leads arrive from widgets, partner referrals, or direct contact, then run through intake screening and eligibility prescreen. Qualified leads are scheduled and sequenced as referrals into Clinical and Practice Management.
```mermaid theme={null}
flowchart LR
Lead["Lead capture
(widgets · partners ·
direct contact)"] --> Screen["Intake screening
+ eligibility prescreen"]
Screen --> Qualify{"Qualified?"}
Qualify -->|no| Nurture["Nurture
(email / SMS,
consent-gated)"]
Nurture -.-> Screen
Qualify -->|yes| Schedule["Schedule
intake appointment"]
Schedule --> Referral["Referral sequencing"]
Referral --> CL["Clinical"]
Referral --> PM["Practice Management"]
```
## Key surfaces
Day-to-day screener workflow.
Configure the intake pipeline.
Scheduled outreach automation.
## Get oriented in CE
Leads arrive via embeddable widgets, partner referrals, or direct contact.
Run the [intake screening](/ce/intake-screening-user-guide) pipeline with eligibility prescreen and document collection.
Book the intake appointment and sequence the referral into Clinical / Practice Management.
## By role
Daily call triage, [screening](/ce/intake-screening-user-guide), and scheduling.
Campaigns and contact relationship mapping.
Consent audits and TCPA / CAN-SPAM evidence.
## Scope at a glance
* **Lead & contact management** — leads, contacts, relationship mapping, CRM-style pipelines.
* **Intake screening** — initial qualification, eligibility prescreen, document collection.
* **Calendar & scheduling** — outreach calls, intake appointments, cron-driven webhooks.
* **Communications** — email and SMS workflows with consent, TCPA / CAN-SPAM compliance.
* **Embeddable widgets** — intake forms hostable on partner websites.
* **Referral sequencing** — coordinated handoffs into Clinical and Practice Management.
## Related
How qualified intakes flow into Clinical.
Consent and messaging compliance evidence.
Outreach regulatory crosswalk.