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.
Purpose: Map implementation log / registry status to GitHub Project status (Done / In progress / Backlog) for manual or scripted update. Single source for all cores.
Source: specs/SPEC_STATUS_REGISTRY.md, per-core specs//IMPLEMENTATION_LOG.md.
2026-03-09 reconciliation note: Active coverage is now validated with npx tsx scripts/verify-spec-tracking-coverage.ts --scope active, and bucket-level reconciliation (including deferred/enhancement/no-spec items and duplicate cleanup candidates) is generated by npx tsx scripts/audit/reconcile-spec-tracking.ts --scope active --format markdown. Use those scripts as the operational source of truth before manually applying updates from this mapping table.
Status mapping rules
| Registry / Implementation log (Base Status) | Project status |
|---|
| Complete | Done |
| In Progress / Scaffolded / Planned / Phase 1 Complete | In progress |
| Specification / Not Started / Proposed | Backlog |
| Superseded/Archived | Backlog (or archive) |
Manual update steps
- Open the Encore Spec Progress (or equivalent) GitHub Project.
- Filter by Core = XX or label
core:XX.
- For each issue, set the Status field per the table for that core.
- Optional: For Backlog / In progress issues, set “Next Action” from
whats-next --spec <SPEC-ID>.
Scripted update (optional)
When gh has project scope (gh auth refresh -s project), a script could call gh project item-list, match issues by number, then gh project item-edit --id <item-id> --field-id <Status-field-id> --project-id <project-id> --single-select-option-id <option-id>. Obtain project ID and Status field/option IDs from gh project list and gh project field-list <project-id>. Until then, use manual steps.
| Issue # | Spec ID | Title (short) | Registry base | Recommended project status |
|---|
| 835 | CE-01 | Contacts & Lead Management | Done | Done |
| 837 | CE-02 | Partners & Referral Sources | Done | Done |
| 839 | CE-03 | Call Management & RingCentral | Done | Done |
| 842 | CE-03-E0 | RingCentral Setup Wizard | Done | Done |
| 844 | CE-03-E1 | Click-to-Call & Screen Pop | Done | Done |
| 845 | CE-04 | Activities & Task Management | Done | Done |
| 848 | CE-05 | Pipeline & Reporting | In progress | In progress |
| 850 | CE-06 | Partner Progress Monitoring | Done | Done |
| 852 | CE-07 | Email Integration | Done | Done |
| 854 | CE-08 | SMS Messaging | Done | Done |
| 856 | CE-09 | Marketing Campaigns | Done | Done |
| 858 | CE-10 | Web-to-Lead Capture | Backlog | Backlog |
| 860 | CE-11 | Partner Self-Service Portal | Backlog | Backlog |
| 862 | CE-12 | AI-Powered Lead Scoring | Backlog | Backlog |
| 864 | CE-13 | Automated Follow-Up Sequences | Backlog | Backlog |
| 866 | CE-14 | RingCentral Embeddable Integration | In progress | In progress |
CL (Clinical)
| Issue # | Spec ID | Title (short) | Registry base | Recommended project status |
|---|
| 725 | CL-01 | Patient Chart & Clinical Summary | Done | Done |
| 728 | CL-02 | Comprehensive Assessments | Backlog | Backlog |
| 731 | CL-03 | Treatment Planning | Done | Done |
| 734 | CL-04 | Progress Notes & Session Documentation | Backlog | Backlog |
| 737 | CL-05 | Medication Management & Reconciliation | Backlog | Backlog |
| 741 | CL-06 | E-Prescribing (EPCS) | Backlog | Backlog |
| 744 | CL-07 | Suicide Risk Screening & Safety Planning | Done | Done |
| 746 | CL-08 | Clinical Decision Support | Done | Done |
| 750 | CL-09 | Lab & Diagnostic Orders & Results | Done | Done |
| 753 | CL-10 | Outcomes Tracking & Measurement | Done | Done |
| 756 | CL-11 | Consent Management & 42 CFR Part 2 | Done | Done |
| 759 | CL-12 | Care Coordination & Transitions | Backlog | Backlog |
| 762 | CL-13 | Crisis Intervention Documentation | Backlog | Backlog |
| 765 | CL-14 | Group Therapy Documentation | Backlog | Backlog |
| 767 | CL-15 | Clinical Reporting & Quality Measures | Backlog | Backlog |
| 770 | CL-16 | FHIR Interoperability & Data Exchange | Backlog | Backlog |
| 773 | CL-17 | Arizona CSPMP/PDMP Integration | Backlog | Backlog |
| 776 | CL-18 | SDOH Screening & Social Needs | Done | Done |
| 779 | CL-19 | Peer Recovery Support Services | Backlog | Backlog |
| 782 | CL-20 | Medical Record Export & Document Generation | Backlog | Backlog |
| 786 | CL-21 | MAT & MOUD Tracking | Backlog | Backlog |
| 789 | CL-22 | Vital Signs & Biometric Tracking | Done | Done |
| 791 | CL-23 | Clinical In-Basket / Provider Messaging | Done | Done |
| 793 | CL-24 | Telehealth Documentation & Compliance | Backlog | Backlog |
| 796 | CL-25 | Clinical Audit & Compliance Dashboard | Backlog | Backlog |
| 798 | CL-26 | Patient-Reported Outcomes & Self-Service Portal | Done | Done |
| 800 | CL-27 | Behavioral Health Program Scheduling Templates | Done | Done |
| 802 | CL-28 | Clinical Supervision Documentation | Backlog | Backlog |
| 804 | CL-29 | Discharge & Aftercare Planning | Done | Done |
| 806 | CL-30 | Psychotherapy Notes Protection | Backlog | Backlog |
| 808 | CL-31 | Co-Occurring Disorder (COD) Integrated Documentation | Backlog | Backlog |
| 810 | CL-32 | Family Therapy Documentation | Backlog | Backlog |
| 812 | CL-33 | Court-Ordered Treatment & Legal Status Documentation | Backlog | Backlog |
| 814 | CL-34 | Drug Testing / UDS Workflow Integration | Done | Done |
| 816 | CL-35 | Population Health & Care Gap Management | Done | Done |
| 818 | CL-36 | AI-Assisted Clinical Documentation | Backlog | Backlog |
| 820 | CL-37 | Family & Caregiver Portal | Backlog | Backlog |
| 822 | CL-38 | CCBHC Compliance & Service Documentation | Backlog | Backlog |
FA (Finance & Accounting)
Note: Prefer new-format issues (longer titles matching registry) for status updates. Some legacy issues #436–#448 have shorter titles.
| Issue # | Spec ID | Title (short) | Registry base | Recommended project status |
|---|
| 619 | FA-01 | Chart of Accounts & Fund Structure | Complete | Done |
| 621 | FA-02 | General Ledger & Journal Entries | Complete | Done |
| 625 | FA-03 | Accounts Payable & Vendor Management | In Progress | In progress |
| 626 | FA-04 | Purchase Orders & Procurement | Complete | Done |
| 630 | FA-05 | Accounts Receivable & Revenue Recognition | Complete | Done |
| 441 | FA-06 | Bank Reconciliation | Complete | Done |
| 442 | FA-07 | Financial Reporting | Complete | Done |
| 443 | FA-08 | Budgeting & Forecasting | Complete | Done |
| 634 | FA-09 | Multi-Entity Consolidation | Planned | Backlog |
| 639 | FA-10 | Tax Reporting & Compliance | In Progress | In progress |
| 642 | FA-11 | Fixed Assets & Depreciation | Specification | Backlog |
| 645 | FA-12 | Expense Management & Reimbursements | Specification | Backlog |
| 648 | FA-13 | Project Accounting & Grant Tracking | Specification | Backlog |
| 445 | FA-14 | Cash Management & Treasury | Complete | Done |
| 651 | FA-15 | Cost Allocation & Indirect Cost Rates | Complete | Done |
| 654 | FA-16 | Financial Analytics & Dashboards | Complete | Done |
| 656 | FA-17 | Intercompany Transactions | Specification | Backlog |
| 659 | FA-18 | Revenue Recognition (Advanced) | Specification | Backlog |
| 663 | FA-19 | Financial Close Management | Complete | Done |
| 667 | FA-20 | Plaid Bank Feed Integration | Specification | Backlog |
| 672 | FA-21 | Bank Reconciliation Automation & Rules Engine | Specification | Backlog |
| 677 | FA-22 | Accounts Payable Automation | Specification | Backlog |
| 682 | FA-23 | Financial Statement Customization & GAAP Compliance | Specification | Backlog |
| 687 | FA-24 | Accounts Receivable Collections Workflow | Specification | Backlog |
| 446 | FA-25 | Financial Audit Trail & Compliance Reports | Complete | Done |
| 692 | FA-26 | Multi-Currency Support | Specification | Backlog |
| 697 | FA-27 | Expense Policy Engine | Specification | Backlog |
| 701 | FA-28 | Bank Reconciliation AI & Automation Recommendations | Complete | Done |
| 704 | FA-29 | Bank Transactions (QuickBooks-Style UX) | Specification | Backlog |
| 707 | FA-30 | Ramp Corporate Cards & Spend Integration | Complete | Done |
| 710 | FA-31 | CE-FA Donation & Fundraising Revenue Integration | Specification | Backlog |
| 712 | FA-32 | Payment Gateway Integration (Stripe / Square) | Specification | Backlog |
| 714 | FA-33 | Accounting Software Export (QuickBooks / Xero) | Specification | Backlog |
| 716 | FA-34 | GR-FA Compliance Cost Tracking Integration | Specification | Backlog |
| 718 | FA-35 | CL-FA Clinical Program Cost Allocation Integration | Specification | Backlog |
FM (Facilities Management)
| Issue # | Spec ID | Title (short) | Registry base | Recommended project status |
|---|
| 486 | FM-01 | Work Order Management | Complete | Done |
| 487 | FM-02 | Inventory Management | Complete | Done |
| 488 | FM-03 | Vendor Management | Complete | Done |
| 489 | FM-04 | Preventive Maintenance Scheduling | Complete | Done |
| 490 | FM-05 | Asset Management | Complete | Done |
| 491 | FM-06 | Compliance & Inspections | Complete | Done |
| 658 | FM-07 | Facilities Analytics & Reporting | Complete | Done |
| 662 | FM-08 | Mobile Field Operations | Complete | Done |
| 665 | FM-09 | Facilities Budgeting & Planning | Complete | Done |
| 670 | FM-10 | Energy Management | Complete | Done |
| 676 | FM-11 | Space Management | Complete | Done |
| 681 | FM-12 | Capital Planning | Complete | Done |
| 685 | FM-13 | Fleet Management | Complete | Done |
| 691 | FM-14 | Integration Contract Alignment & Consumer Verif. | Planned | Backlog |
| 695 | FM-15 | Backlog Delivery Orchestration | Planned | Backlog |
| 698 | FM-16 | FM↔FA Finance Interface | Planned | Backlog |
| Issue # | Spec ID | Title (short) | Registry base | Recommended project status |
|---|
| 459 | FW-01 | Form Builder (Complete Backend Integration) | Complete | Done |
| 460 | FW-02 | Form Submissions & Data Management | Complete | Done |
| 461 | FW-03 | Automation Engine (Execution) | Complete | Done |
| 462 | FW-05 | Multi-Page Forms | Complete | Done |
| 463 | FW-06 | Advanced Workflow Builder | Complete | Done |
| 464 | FW-07 | Workflow Versioning & Rollback | Complete | Done |
| 465 | FW-15 | Form Field Lookups (Table References) | Complete | Done |
| 466 | FW-16 | Event-Based Workflow Triggers | Complete | Done |
| 467 | FW-17 | Advanced Condition Builder UI | Complete | Done |
| 468 | FW-18 | Workflow Variables & Data Management | Complete | Done |
| 469 | FW-19 | Data Query & Integration Actions | Complete | Done |
| 470 | FW-20 | Bulk Operations & Batch Processing | Specification | Backlog |
| 471 | FW-21 | Workflow Collaboration & Sharing | Specification | Backlog |
| 472 | FW-22 | Workflow Execution Monitoring & Debugging | Complete | Done |
| 473 | FW-23 | Workflow Performance Analytics | Complete | Done |
| 474 | FW-24 | Workflow Testing & Sandbox Environment | Complete | Done |
| 475 | FW-25 | Advanced Error Recovery & Retry Strategies | Specification | Backlog |
| 476 | FW-26 | Workflow Scheduling & Resource Management | Specification | Backlog |
| 477 | FW-27 | Form Analytics & Insights | Specification | Backlog |
| 478 | FW-28 | Workflow Templates & Marketplace | Complete | Done |
| 479 | FW-29 | Workflow Notifications & Alerts | Complete | Done |
| 480 | FW-30 | Workflow Optimization & AI Suggestions | Specification | Backlog |
| 481 | FW-31 | Multi-Step Form Wizards | Complete | Done |
| 482 | FW-32 | External Form Portal | Complete | Done |
| 483 | FW-33 | Form Signature Capture | Complete | Done |
| 484 | FW-34 | Approval Workflows | Complete | Done |
| 485 | FW-35 | SLA & Deadline Management | Specification | Backlog |
| 615 | FW-37 | Payment Form Collection | Not Yet Specified | Backlog |
| 618 | FW-38 | Multi-Language Form Support | Not Yet Specified | Backlog |
| 620 | FW-39 | Third-Party E-Signature Integration | Specification | Backlog |
| 623 | FW-40 | Quorum-Based Approval | Specification | Backlog |
| 628 | FW-41 | Sub-Workflow Orchestration | Specification | Backlog |
| 631 | FW-43 | Workflow Audit Trail & Compliance Reporting | Specification | Backlog |
| 636 | FW-44 | AI-Assisted Form Building | Complete | Done |
GR (Governance & Risk)
| Issue # | Spec ID | Title (short) | Registry base | Recommended project status |
|---|
| 449 | GR-01 | Policy Management | Complete | Done |
| 450 | GR-02 | Training & CEU Tracking | Complete | Done |
| 451 | GR-03 | Compliance Tracking | Complete | Done |
| 452 | GR-04 | Audit Management | Complete | Done |
| 453 | GR-05 | Risk Assessment | Complete | Done |
| 454 | GR-06 | Incident Management (see registry: AI Compliance) | Complete | Done |
| 455 | GR-07 | Document Management (see registry: Quality Improvement) | Complete | Done |
| 456 | GR-08 | Reporting & Analytics (see registry: Accreditation) | Complete | Done |
| 457 | GR-09 | Accreditation Management (see registry: Incident Reporting) | Complete | Done |
| 458 | GR-10 | Contract Management | Complete | Done |
| 669 | GR-11 | Procedures Management | In progress | In progress |
| 674 | GR-12 | Procedure Templates Library | Complete | Done |
| 679 | GR-13 | Procedure Analytics & Compliance Effectiveness | Complete | Done |
| 683 | GR-14 | Regulatory Incident Reporting Automation | Complete | Done |
| 689 | GR-15 | Nonprofit Governance Controls | Specification | Backlog |
| 693 | GR-16 | Accreditation Tracer Readiness & Survey Pack Automation | Complete | Done |
HR (Human Resources)
| Issue # | Spec ID | Title (short) | Registry base | Recommended project status |
|---|
| 723 | HR-01 | Employee Directory & Org Structure | Backlog | Backlog |
| 727 | HR-02 | Credentialing & Compliance | Done | Done |
| 729 | HR-03 | Onboarding & Offboarding | Done | Done |
| 733 | HR-04 | Scheduling & Capacity | Done | Done |
| 736 | HR-05 | Time & Attendance | Done | Done |
| 739 | HR-06 | PTO & Leave Management | Done | Done |
| 742 | HR-07 | Payroll Processing | Done | Done |
| 745 | HR-08 | Workload Drivers & Staffing Requirements | Done | Done |
| 748 | HR-09 | Applicant Tracking System (ATS) | In progress | In progress |
| 751 | HR-10 | Performance Management & Reviews | Done | Done |
| 754 | HR-11 | Benefits Administration | Done | Done |
| 757 | HR-12 | Employee Self-Service Portal | Done | Done |
| 760 | HR-13 | Skills & Competencies Management | Done | Done |
| 763 | HR-14 | Employee Relations & Incident Management | Done | Done |
| 766 | HR-15 | Compensation Management & Planning | Done | Done |
| 769 | HR-16 | Succession Planning & Talent Management | In progress | In progress |
| 772 | HR-17 | Employee Engagement & Surveys | Done | Done |
| 775 | HR-18 | Workforce Analytics & Planning | Done | Done |
| 778 | HR-19 | Clinical Oversight & Supervision | Done | Done |
| 781 | HR-20 | Checkr Background Check Integration | Backlog | Backlog |
| 784 | HR-21 | Job Descriptions & Agreements | Done | Done |
| 788 | HR-22 | Learning Management System (LMS) Integration | Backlog | Backlog |
| 792 | HR-24 | Multi-State Payroll Tax Engine | Backlog | Backlog |
IT (IT & Security)
Note: Legacy issues #563, #564, #565 can be closed as duplicates of #629, #633, #638.
| Issue # | Spec ID | Title (short) | Registry base | Recommended project status |
|---|
| 629 | IT-01 | IT Asset Management | Complete | Done |
| 633 | IT-02 | IT Support & Ticketing | Complete | Done |
| 638 | IT-03 | IT Vendor Management | Complete | Done |
| 641 | IT-04 | Software License Management | Complete | Done |
| 644 | IT-05 | IT Security & Compliance | Complete | Done |
| 647 | IT-06 | IT Procurement | Complete | Done |
| 650 | IT-07 | IT Dashboard & Reporting | Complete | Done |
| 653 | IT-08 | IT Onboarding/Offboarding | Complete | Done |
| 657 | IT-09 | IT Change Management | Complete | Done |
| 661 | IT-10 | Knowledge Base Enhancements | Specification | Backlog |
LO (Leadership & Operations)
Note: Legacy issues #492–#496 can be closed as duplicates; use the issue numbers below for the 25 canonical LO specs.
| Issue # | Spec ID | Title (short) | Registry base | Recommended project status |
|---|
| 616 | LO-01 | Vision & Strategic Planning (V/TO®) | Specification | Backlog |
| 617 | LO-02 | Accountability Chart & Org Structure | Specification | Backlog |
| 622 | LO-03 | Rocks (90-Day Priorities) Management | Specification | Backlog |
| 624 | LO-04 | To-Dos & Task Management | Specification | Backlog |
| 627 | LO-05 | Scorecards & KPI Tracking | Complete | Done |
| 632 | LO-06 | Structured Meetings | Complete | Done |
| 637 | LO-07 | Issues & Problem Solving (IDR) | Complete | Done |
| 640 | LO-08 | Feedback & 1-on-1s | Specification | Backlog |
| 643 | LO-09 | Assessments & Surveys | Specification | Backlog |
| 646 | LO-10 | Knowledge Portal | Specification | Backlog |
| 649 | LO-11 | Unified Goals & Actions System | Specification | Backlog |
| 652 | LO-12 | SMART Goals Validation Wizard | Complete | Done |
| 655 | LO-13 | Goals Terminology Refactoring | Complete | Done |
| 660 | LO-14 | Action Dependencies | Complete | Done |
| 664 | LO-15 | Enhanced Action Status Workflow | Complete | Done |
| 668 | LO-16 | Cross-Module Event Integration for Goals | Specification | Backlog |
| 673 | LO-17 | OKR Framework Support | Specification | Backlog |
| 678 | LO-18 | Strategic Analysis Tools (SWOT & PESTLE) | Specification | Backlog |
| 684 | LO-19 | Goal Cascading & Alignment Visualization | Specification | Backlog |
| 688 | LO-20 | OGSM Framework Template | Specification | Backlog |
| 694 | LO-21 | FAST Goals Option | Specification | Backlog |
| 699 | LO-22 | Enhanced Execution Tracking | Specification | Backlog |
| 702 | LO-23 | Balanced Scorecard Integration | Specification | Backlog |
| 705 | LO-24 | MBO Workflow | Specification | Backlog |
| 708 | LO-25 | Strategic Plan Versioning | Specification | Backlog |
| Issue # | Spec ID | Title (short) | Registry base | Recommended project status |
|---|
| 868 | PF-01 | Organization & Site Management | Done | Done |
| 869 | PF-02 | Role-Based Access Control (RBAC) | Done | Done |
| 870 | PF-03 | App Launcher & Module Switcher | In progress | In progress |
| 871 | PF-04 | Audit Logging System | In progress | In progress |
| 872 | PF-05 | RLS Security Testing | Done | Done |
| 873 | PF-06 | User Profile Management | Done | Done |
| 874 | PF-07 | Error Handling & Monitoring | Done | Done |
| 875 | PF-08 | Platform Forms Integration Layer | Done | Done |
| 876 | PF-09 | Form Analytics & Usage Insights | Done | Done |
| 877 | PF-10 | Notifications System | Done | Done |
| 878 | PF-11 | Document Management System | Done | Done |
| 879 | PF-12 | Reporting Engine | Done | Done |
| 880 | PF-13 | PWA Mobile Navigation & Dashboard Improvements | Done | Done |
| 881 | PF-15 | Centralized Picklist System | Done | Done |
| 882 | PF-16 | Custom Field Definitions | Done | Done |
| 883 | PF-17 | Entity Field Configuration | Done | Done |
| 884 | PF-18 | Unified Organizational Data Management | Done | Done |
| 885 | PF-19 | Organizational Data Consolidation | Done | Done |
| 886 | PF-23 | Data Manager - Object Browser | Done | Done |
| 887 | PF-24 | Custom Objects | Done | Done |
| 888 | PF-25 | Raw Data Editor | Done | Done |
| 889 | PF-26 | Object Permissions | Done | Done |
| 890 | PF-27 | Platform AI Integration Layer | Done | Done |
| 891 | PF-28 | AI Shared Widgets | Backlog | Backlog |
| 892 | PF-29 | Unified Task System | Done | Done |
| 893 | PF-30 | Permissions System V2 | Done | Done |
| 894 | PF-31 | Page Layouts | Done | Done |
| 895 | PF-32 | Conditional Field Logic | Done | Done |
| 896 | PF-33 | Digital Signatures Enhancement | Done | Done |
| 897 | PF-34 | Dashboard Personalization | Done | Done |
| 898 | PF-35 | Integration Hub | Done | Done |
| 899 | PF-36 | System Health Dashboard | Done | Done |
| 900 | PF-37 | Mobile Swipe Gestures | Done | Done |
| 901 | PF-40 | UX Enhancement Framework | Done | Done |
| 902 | PF-41 | Configurable Module Wizards | Done | Done |
| 903 | PF-42 | Rate Limiting & Throttling Framework | Done | Done |
| 904 | PF-43 | Tenant Resource Quotas & Usage Tracking | Backlog | Backlog |
| 905 | PF-44 | Data Export & Compliance Framework | Backlog | Backlog |
| 906 | PF-45 | Feature Flags & Experimentation Framework | Backlog | Backlog |
| 907 | PF-46 | Data Retention & Lifecycle Management | Done | Done |
| 908 | PF-47 | Bulk Operations Framework | Done | Done |
| 909 | PF-48 | Security Event Monitoring & Alerting | Done | Done |
| 910 | PF-49 | Session Management & Device Tracking | Done | Done |
| 911 | PF-50 | Tenant Provisioning Automation | Done | Done |
| 912 | PF-51 | Caching Layer & Strategy | Done | Done |
| 913 | PF-52 | Query Performance Monitoring | Done | Done |
| 914 | PF-53 | Migration Management UI | Backlog | Backlog |
| 915 | PF-54 | Formatting Utilities Framework | Done | Done |
| 916 | PF-55 | Validation Framework | Backlog | Backlog |
| 917 | PF-56 | File Upload Framework | Done | Done |
| 918 | PF-57 | Search/Filter/Sort Framework | Backlog | Backlog |
| 919 | PF-58 | Data Table Framework | Done | Done |
| 920 | PF-59 | AI Provider Migration | Done | Done |
| 921 | PF-60 | RAG Infrastructure | Done | Done |
| 922 | PF-61 | Knowledge Base System | Done | Done |
| 923 | PF-62 | AI Skills System | Done | Done |
| 924 | PF-63 | Entra ID (Microsoft Azure AD) Integration | Done | Done |
| 925 | PF-64 | Organization Document Templates | Done | Done |
| 926 | PF-65 | Gusto Embedded Payroll Integration | Done | Done |
| 927 | PF-66 | Platform Realtime Layer | Done | Done |
| 928 | PF-67 | Internal Real-Time Messaging | Done | Done |
| 929 | PF-68 | Configurable Website Chatbot Widget | Done | Done |
| 930 | PF-70 | Medical Terminology & Code Libraries | Done | Done |
| 931 | PF-71 | Patient Identity Boundary | Done | Done |
| 932 | PF-72 | Claude Agent SDK Integration | Done | Done |
| 933 | PF-73 | Workflow Builder with Swim Lane Visualization | Done | Done |
| 934 | PF-74 | Organization URL Routing | In progress | In progress |
| 935 | PF-75 | TSDoc/JSDoc Coverage Program | In progress | In progress |
| TBD | PF-76 | Credential Vault | In progress | In progress |
| TBD | PF-77 | Tenant Domain Management | Specification | Backlog |
PM (Practice Management)
Note: Older issues with same Spec ID but different titles (e.g. #611–#614) are legacy; use the issue whose title matches the current registry name.
| Issue # | Spec ID | Title (short) | Registry base | Recommended project status |
|---|
| 596 | PM-01 | Patient Registration & Demographics | In Progress | In progress |
| 597 | PM-02 | Insurance & Eligibility Verification | Specification | Backlog |
| 598 | PM-03 | Appointment Scheduling | Specification | Backlog |
| 599 | PM-04 | Group Session Scheduling | Complete | Done |
| 600 | PM-05 | Provider Schedule & Availability | Specification | Backlog |
| 601 | PM-06 | Referral Management & Tracking | Specification | Backlog |
| 602 | PM-07 | Charge Capture & Fee Schedules | Specification | Backlog |
| 603 | PM-08 | Claims Management & Submission | Specification | Backlog |
| 604 | PM-09 | Payment Posting & ERA Processing | Specification | Backlog |
| 605 | PM-10 | Prior Authorization Management | Specification | Backlog |
| 606 | PM-11 | Revenue Cycle Dashboard & Analytics | In Progress | In progress |
| 607 | PM-12 | Patient Portal & Self-Service | Specification | Backlog |
| 608 | PM-13 | Telehealth Integration | Complete | Done |
| 609 | PM-14 | Secure Messaging | Specification | Backlog |
| 610 | PM-15 | Clearinghouse Integration | Complete | Done |
| 666 | PM-16 | Patient Statement Generation & Billing Communications | Complete | Done |
| 671 | PM-17 | Provider Credentialing & Enrollment Verification | Scaffolded | In progress |
| 675 | PM-18 | Configurable Claim Scrubbing & Org Edit Rules | Complete | Done |
| 680 | PM-19 | PM-Triggered Business Rule Automation | Complete | Done |
| 686 | PM-20 | Good Faith Estimate & Price Transparency | Complete | Done |
| 690 | PM-21 | Sliding Fee Discount Schedule Management | Complete | Done |
| 696 | PM-22 | Superbill & Patient Receipt Generation | Complete | Done |
| 700 | PM-23 | Contract & Fee Schedule Management | Complete | Done |
| 703 | PM-24 | Batch Operations & Bulk Processing | Complete | Done |
| 706 | PM-25 | Value-Based Payment & APM Tracking | Complete | Done |
| 709 | PM-26 | Audit Trail & Compliance Reporting | Complete | Done |
| 711 | PM-27 | Multi-Site & Multi-NPI Configuration | Complete | Done |
| 713 | PM-28 | PM System Configuration & Admin Settings | Complete | Done |
| 715 | PM-29 | Claims Denial Management & Appeals Workflow | In Progress | In progress |
| 717 | PM-30 | Coordination of Benefits (COB) & Secondary Claims | Specification | Backlog |
| 719 | PM-31 | OTP / MAT-Specific Billing | Specification | Backlog |
| 720 | PM-32 | Patient Financial Counseling & Charity Care | Specification | Backlog |
| 721 | PM-33 | Capitation & PMPM Revenue Reconciliation | Specification | Backlog |
| 722 | PM-34 | Real-Time Eligibility at Check-in / Point of Service | Specification | Backlog |
RH (Recovery Housing)
| Issue # | Spec ID | Title (short) | Registry base | Recommended project status |
|---|
| 428 | RH-01 | Census, Beds & Episodes | Complete | Done |
| 429 | RH-02 | Programs & Phases (120-Day Model) | Complete | Done |
| 430 | RH-03 | Safety Events, Significant Events & Compliance | Complete | Done |
| 431 | RH-04 | Program Participation, Attendance & Daily Operations | Complete | Done |
| 432 | RH-05 | Discharge Planning | Complete | Done |
| 433 | RH-06 | Compliance Tracking & Staff Operations | Complete | Done |
| 434 | RH-07 | Outcomes, Alumni & Reporting | Complete | Done |
| 435 | RH-08 | Advanced Analytics & Predictive Insights | Specification | Backlog |
Enhancement & Expansion Issues (added 2026-03-09)
These issues were created during GitHub reconciliation. The recommended project status for all of these is Backlog unless noted.
PM Enhancements (core:PM, enhancement)
| Issue # | Spec ID | Title (short) | Registry base | Recommended project status | Notes |
|---|
| 942 | PM-EN-01 | Patient Merge Workflow (PM-01) | Backlog | Backlog | |
| 943 | PM-EN-06 | Per-Payer Custom Scrub Rules (PM-18) | Backlog | Backlog | |
| 944 | PM-EN-12 | Void/Replacement Claim Workflow (PM-08) | Backlog | Backlog | |
| 945 | PM-EN-04 | Production Clearinghouse Transport (PM-15) | Backlog | Backlog | critical, needs-spec |
| 946 | PM-EN-09 | Da Vinci FHIR PA API (PM-10) | Backlog | Backlog | critical, needs-spec |
| 947 | PM-EN-07 | Patient Portal Depth (PM-12) | Backlog | Backlog | |
| 948 | PM-EN-08 | Room & Resource Scheduling (PM-03) | Backlog | Backlog | |
| 949 | PM-EN-AUTH-RENEWAL | Prior Auth Expiration Renewal Queue (PM-10) | Backlog | Backlog | |
| 950 | PM-EN-WAITLIST | Waitlist Automation (PM-03) | Backlog | Backlog | |
| 951 | PM-EN-COB | COB/Secondary Claim Generation (PM-08) | Backlog | Backlog | |
| 952 | PM-EN-03 | Proactive Denial Prevention (PM-11) | Backlog | Backlog | |
| 953 | PM-EN-DENIAL-DRILL | Denial Analytics Drill-down (PM-11) | Backlog | Backlog | |
| 954 | PM-EN-GROUP-RULES | Group Billing Rules Engine (PM-07) | Backlog | Backlog | |
| 955 | PM-EN-DENIAL-RULES | Denial-Pattern Rule Suggestions (PM-18) | Backlog | Backlog | |
| 956 | PM-EN-02 | Real-time Eligibility Adapter remainder (PM-02) | Backlog | Backlog | |
CL Enhancements (core:CL, enhancement)
| Issue # | Spec ID | Title (short) | Registry base | Recommended project status |
|---|
| 957 | CL-01-EN-03 | Chart Summary AI Readiness | Backlog | Backlog |
| 958 | CL-01-EN-04 | Problem List SNOMED Mapping | Backlog | Backlog |
| 959 | CL-02-EN-58 | Trauma-Informed Assessment Instruments | Backlog | Backlog |
| 960 | CL-04-EN-66 | Note Quality Pre-Submission Validation (AHCCCS 940) | Backlog | Backlog |
| 961 | CL-09-EN-60 | UDS Chain-of-Custody (Interim) | Backlog | Backlog |
| 962 | CL-10-EN-61 | Medicare Advantage STARS BH Quality Measures | Backlog | Backlog |
| 963 | CL-12-EN-67 | Bi-Directional Referral with Community Providers | Backlog | Backlog |
| 964 | CL-15-EN-62 | CCBHC Service Category Tags (Interim) | Backlog | Backlog |
| 965 | CL-22-EN-63 | Remote Patient Monitoring (RPM) Device Integration | Backlog | Backlog |
| 966 | CL-26-EN-64 | Multi-Language Portal (CLAS) | Backlog | Backlog |
| 967 | CL-29-EN-65 | HEDIS FUH/FUM Compliance Tracking | Backlog | Backlog |
FA Enhancements (core:FA, enhancement)
| Issue # | Spec ID | Title (short) | Registry base | Recommended project status |
|---|
| 968 | FA-03-ENHANCEMENT | Vendor Portal & Credit Memos | Backlog | Backlog |
| 969 | FA-05-ENHANCEMENT | Recurring Invoicing & Collections | Backlog | Backlog |
| 970 | FA-07-ENHANCEMENT | Custom Report Builder & Visualizations | Backlog | Backlog |
| 971 | FA-08-ENHANCEMENT | Rolling Forecasts & Scenario Planning | Backlog | Backlog |
| 972 | FA-09-ENHANCEMENT | Currency Translation & Segment Reporting | Backlog | Backlog |
HR Enhancements (core:HR, enhancement)
| Issue # | Spec ID | Title (short) | Registry base | Recommended project status |
|---|
| 973 | HR-13-ENHANCEMENTS | HR-13 Skills & Competencies Enhancements (EN-01–EN-07) | Backlog | Backlog |
Expansion / Phase specs (expansion label)
| Issue # | Core | Spec ID | Registry base | Recommended project status |
|---|
| 974–975 | CL | CL-03-PHASE-2-3, CL-15-PHASE-2-3 | Backlog | Backlog |
| 976–979 | FA | FA-01/02/06/07-PHASE-2-3 | Backlog | Backlog |
| 980–984 | HR | HR-02/06/08/11/21 expansions | Backlog | Backlog |
| 985–987 | HR | HR-PAY-02/03/04-PHASE-2-3 | Backlog | Backlog |
| 988–993 | FM | FM-06/08/09/10/13 expansions | Backlog | Backlog |
| 990 | FW | FW-19-PHASE-2-3 | Backlog | Backlog |
| 994–1000 | PF | PF-10/18/23/24/30/36/58 expansions | Backlog | Backlog |
