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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.

The Partner Details page at /ce/partners/:id shows the full profile of one referral partner, including summary statistics and tabbed sections for contacts, contracts, call history, activity, email timeline, and progress tracking.

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Overview

Accessing /ce/partners/:id loads PartnerDetailPage, which fetches the partner record via usePartner and renders a header, four summary stat cards (Total Referrals, Successful, Conversion Rate, Last Referral), and a scrollable tab set. Clicking Edit Partner opens an inline dialog. The Progress tab provides a milestone tracker, progress timeline, a quick Log Progress dialog, and a multi-step Guided Review wizard.

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Who it’s for

No explicit permission gate on this route. Child components check ce.calls.create for the click-to-call button.

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Before you start

  • Navigate to /ce/partners and click a partner row to open its detail page.
  • To initiate a call, your account needs the ce.calls.create permission and a RingCentral integration configured.

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Steps

1

Open the partner record

From the Partners list (/ce/partners), click the partner’s name or row to navigate to /ce/partners/{id}.
2

Review summary statistics

The four stat cards show Total Referrals, Successful Admissions, Conversion Rate, and Last Referral date at a glance.
3

Navigate tabs

Use the tab bar to switch between Overview, Contacts, Contracts, Calls, Activity, Emails, and Progress.
4

Edit partner information

Click Edit Partner in the header to open the partner edit dialog. Save changes to update the record.
5

Log or review progress

On the Progress tab, click Log Progress for a quick entry, or Guided Review to step through a structured review wizard.

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Key concepts

  • Conversion Rate — Calculated as successful_admissions / total_referrals × 100; displayed as a whole-number percentage.
  • Relationship Status — Values include active, inactive, pending, and former; shown as a badge next to the partner name.
  • Milestone Tracker — Driven by partner_type and relationship_start_date; tracks predefined milestones for the relationship lifecycle.
  • Guided Review — A multi-step wizard (PartnerProgressReviewWizard) covering review period, KPI entry, milestone updates, notes, and submit/schedule.

Community Engagement

Community Engagement core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/ce.tsx
  • src/cores/ce/pages/PartnerDetailPage.tsx
  • src/cores/ce/hooks/usePartner.ts
  • src/cores/ce/wizards/partner-progress-review/PartnerProgressReviewWizard.tsx
  • src/cores/ce/components/MilestoneTracker.tsx