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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 Health dashboard at /ce/partner-health provides a high-level view of how referral partners are performing, highlighting partners that are at risk, off track, or exceeding expectations over a selectable date window.

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Overview

Navigating to /ce/partner-health loads PartnerHealthDashboardPage, which fetches summary and recent-progress data via usePartnerHealthDashboard. The page shows a date range selector (30 / 60 / 90 days), four stat cards (Total Partners, At Risk, Off Track, Exceeding), two summary cards (On Track count, No Recent Progress count), and a list of recent partner progress updates. Clicking a progress record navigates to that partner’s detail page.

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Who it’s for

Permission required: ce.partner_progress.view

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Before you start

  • An organization context must be present; the page shows a loading skeleton until one is resolved.
  • Partner progress records must be logged before meaningful data appears.

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Steps

1

Open the dashboard

Navigate to /ce/partner-health from the CE navigation sidebar.
2

Select a date range

Use the dropdown in the top-right to select Last 30 days, Last 60 days, or Last 90 days. The stat cards and recent-progress list update accordingly.
3

Review stat cards

Review the four top-level cards: Total Partners, At Risk, Off Track, and Exceeding.
4

Review summary cards

The two summary cards show how many partners are On Track and how many have no progress logged within the selected range.
5

Drill into a partner

Click any row in the Recent Progress Updates list to navigate to that partner’s detail page at /ce/partners/{id}.
6

View all partners

Click View All Partners at the bottom to navigate to the Partners list.

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Key concepts

  • Progress Status — Four values rendered as color-coded badges: exceeding (success), on_track (info), at_risk (warning), off_track (destructive).
  • No Recent Progress — Partners without a logged progress record within the selected date range.

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/PartnerHealthDashboardPage.tsx
  • src/cores/ce/hooks/usePartnerHealthDashboard.ts
  • src/cores/ce/types/database.ts