> ## 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.

# Partner Health

> Dashboard showing aggregated partner performance statuses, progress updates, and risk indicators across a configurable date range.

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.

## 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.

## Who it's for

Permission required: `ce.partner_progress.view`

## 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.

## Steps

<Steps>
  <Step title="Open the dashboard">
    Navigate to `/ce/partner-health` from the CE navigation sidebar.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Review stat cards">
    Review the four top-level cards: Total Partners, At Risk, Off Track, and Exceeding.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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}`.
  </Step>

  <Step title="View all partners">
    Click **View All Partners** at the bottom to navigate to the Partners list.
  </Step>
</Steps>

## 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.

## Related

<Columns cols={2}>
  <Card title="Community Engagement" icon="bullhorn" href="/ce/overview">
    Community Engagement core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * src/routes/ce.tsx
  * src/cores/ce/pages/PartnerHealthDashboardPage.tsx
  * src/cores/ce/hooks/usePartnerHealthDashboard.ts
  * src/cores/ce/types/database.ts
</Accordion>