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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 Partners page at /ce/partners is the primary list view for all referral partner organizations, with search, type and status filtering, and actions to add or edit partners.

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Overview

Navigating to /ce/partners loads PartnersPage, gated by ce.partners.view. The page shows a searchable, filterable table of partners. Clicking a row navigates to /ce/partners/{id}. The New Partner button (also reachable via /ce/partners?action=new) opens the PartnerDialog create form. On mobile, a dedicated MobilePartnerView is rendered instead of the table.

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Who it’s for

Permission required: ce.partners.view

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Before you start

  • You need ce.partners.view to access the page.
  • Creating partners requires ce.partners.create (enforced by the Partner Onboarding wizard route).
  • An organization must be selected; the page shows a loading skeleton until the org context resolves.

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Steps

1

Open the Partners list

Navigate to /ce/partners from the CE sidebar.
2

Search and filter

Use the search field to filter by name. Use the Type dropdown (treatment center, hospital, social services, legal, employer, educational, faith based, community, other) and Status dropdown (active, inactive, pending, former) to narrow results. Default status filter is “active.”
3

View a partner

Click any partner row to navigate to its detail page at /ce/partners/{id}.
4

Create a partner

Click New Partner or go to /ce/partners?action=new to open the create dialog. For the guided onboarding wizard, use /ce/partners/onboard.
5

Edit a partner

Use the row action menu to open the edit dialog for an existing partner.
6

Delete a partner

Use the row action menu to delete a partner. A confirmation step is shown before deletion.

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Key concepts

  • Partner types — treatment_center, hospital, social_services, legal, employer, educational, faith_based, community, other.
  • Relationship statuses — active, pending, inactive, former.
  • Guided tour — A GuidedTour component is available for onboarding new users to the Partners workflow; triggered via the help button.

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/PartnersPage.tsx
  • src/cores/ce/hooks/usePartners.ts
  • src/cores/ce/hooks/usePartnerMutations.ts
  • src/cores/ce/components/PartnersTable.tsx