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CE Pipeline — Tile Customization & Dashboard Embeds (User Guide)

Feature: CE-65
Audience: CE pipeline users (admissions, intake coordinators, lead owners)
Last Updated: 2026-05-16

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What changed

The CE lead pipeline (/ce/leads) now adapts to how your organization works admissions:
  1. Configurable tile metadata. Each lead tile shows up to 4 rows of metadata. Which rows appear is controlled by your org admin in CE Settings (see the admin guide). If more than 4 are configured, the remaining rows collapse into a keyboard-focusable “+N more” chip in deterministic priority order (FR-1.5).
  2. Scheduled leads panel. A collapsible card below the board lists open leads with a future expected admission date, ordered by the soonest. You can collapse it for the session; a Restore control is always visible so you never end up in a dead-end state (FR-2.3).
  3. Bed-availability widget. When you have the View Pipeline Bed Board permission, a read-only capacity widget sits above the pipeline board with five tiles: Total beds, Filled, Available, Reserved, and Upcoming discharges (14 days). Bed counts come straight from Recovery Housing; CE never stores them. Reserved is derived from CE itself — it counts leads in any pipeline stage whose behavior is Scheduled. Moving a lead into a Scheduled stage updates Reserved immediately, even if Recovery Housing data is temporarily unavailable. Org admins can optionally turn on a sixth Auth risk tile (see the admin guide). If the platform bed surface is unavailable, the bed-sourced tiles are replaced by a “RH data unavailable” notice and the Reserved tile still renders.

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Insurance fields on contacts

  • Carrier is always visible to anyone who can see the contact.
  • Member ID is masked by default (e.g. ••••6789).
  • A Reveal button only appears for users with the View Unmasked Insurance Member ID permission. Each reveal is recorded in an audit log; the audit row records who and when — never the cleartext member ID (CAC-006).
  • Edits require the Edit Contact Insurance Fields permission and are audited the same way.

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What you will see if a permission is missing

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Tips

  • The “+N more” chip is fully keyboard accessible — tab into the tile, then Enter/Space to expand the overflow list.
  • The Scheduled panel respects prefers-reduced-motion; collapse / restore is instant when reduced motion is enabled.
  • No insurance member identifier ever appears in a toast, error message, telemetry event, or analytics payload (FR-4.5).