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CE Pipeline Settings — Admin Guide

Feature: CE-65
Audience: Org admins and CE configuration owners
Last Updated: 2026-05-16

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Where

/ce/settings → Pipeline Tile Fields card. The card is only rendered for users with the ce.settings.pipeline.configure permission (CE-65 FR-1.1). Without that permission, the card is hidden — no error, no empty state.

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What you configure

The card lists every metadata row that can appear on a CE pipeline tile (stage, assignee, next action, scheduled appointment, urgency, requested services, source, partner, expected admission, insurance carrier, last activity, days in stage). Toggle the rows your organization wants visible.
  • Selection is organization-level (per ce_module_settings.tile_field_config). Per-user preferences are explicitly deferred (see CE-65 CONTEXT §1).
  • The renderer always caps the visible rows at 4 (FR-1.4) and collapses the remainder into a keyboard-discoverable “+N more” chip in the FR-1.5 priority order. This is deterministic — re-ordering the selection does not change which fields are visible vs overflow.
  • Defaults (when no row has been selected yet): stage, assignee, next action, scheduled appointment.

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Permissions reference (CE-65)

Recommended default grants: org admins for the first two; admissions and billing personas for the insurance keys (residual decision — CE-65-CONTEXT.md §“Open Product Decisions”).

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Audit & compliance

  • Successful unmasked reveals and edits to the insurance fields create rows in ce_insurance_access_audit (append-only; UPDATE/DELETE are denied by policy).
  • Audit rows store: organization_id, contact_id, actor_user_id, action, occurred_at. They never include the cleartext member ID (CAC-006).
  • The audit table is governed by pf_has_org_access (RLS); see CE-65 Integration Contract.

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Bed-availability widget (CE-72)

/ce/settings → Bed-availability widget card. The card is rendered only for users with the ce.admin permission. The pipeline bed-availability widget always shows five tiles — Total beds, Filled, Available, Reserved, and Upcoming discharges (14 days) — to anyone with ce.pipeline.view_bed_board. Use the Show the Auth-risk tile switch to add a sixth tile counting beds with expiring, expired, or denied authorizations (sourced from the platform bed-board’s beds_with_auth_risk). The toggle is off by default and is stored per organization in ce_module_settings.bed_board_show_auth_risk. Changes take effect on next render — no reload needed. The Auth-risk tile is hidden whenever the platform bed-board surface is unavailable, regardless of the toggle state.

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Settings rollout checklist

  1. Confirm desired tile rows with admissions team; toggle them in the Pipeline Tile Fields card and save.
  2. Grant ce.pipeline.view_bed_board to the admissions role(s) so the bed-availability widget renders.
  3. Decide whether to enable the Auth-risk tile in the Bed-availability widget card. Leave it off if your admissions team does not track authorization risk on the pipeline view.
  4. Decide which roles get ce.contacts.insurance.view_detail / ce.contacts.insurance.edit. Keep this list short — every reveal is audited.
  5. Verify against the user guide.