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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 Onboarding wizard at /ce/partners/onboard walks users through a structured six-step process to create a new referral partner, collecting profile information, primary and additional contacts, contract setup, and milestones before a final review.

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Overview

Navigating to /ce/partners/onboard loads PartnerOnboardingWizard, which uses WizardShell with a timeline layout. The wizard collects data across six steps and, on final submission, creates the partner record. On completion a success screen appears with a View Partner link to the new partner’s detail page.

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Who it’s for

Permission required: ce.partners.create

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Before you start

  • You must have ce.partners.create permission.
  • Have the partner organization’s legal name, type, primary contact details, and any known contract terms ready before starting.

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Steps

1

Partner Profile

Enter the partner organization’s name, legal name, partner type, relationship status, address, website, phone, and notes.
2

Primary Contact

Enter the primary point of contact’s first name, last name, title, email, and phone number.
3

Additional Contacts

Optionally add further contacts associated with this partner organization.
4

Contract Setup

Configure initial contract terms such as type, start date, and key provisions.
5

Milestones

Set relationship milestones and target dates relevant to this partner type.
6

Review

Review all entered information. Go back to any step to make corrections, then submit to create the partner record.

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Key concepts

  • WizardShell (PF-40) — The wizard is rendered by the platform’s WizardShell with a timeline sidebar that shows progress across all steps.
  • Completion screen — After creation, the wizard renders a WizardCompleteStep with options to view the new partner or return to the Partners list.

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/wizards/partner-onboarding/PartnerOnboardingWizard.tsx
  • src/cores/ce/wizards/partner-onboarding/steps/PartnerProfileStep.tsx
  • src/cores/ce/wizards/partner-onboarding/steps/ReviewStep.tsx
  • src/cores/ce/wizards/partner-onboarding/hooks/usePartnerOnboardingWizard.ts