> ## 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. # GitHub Issue Status Mapping by Core > Purpose: Map implementation log / registry status to GitHub Project status (Done / In progress / Backlog) for manual or scripted update. Single source for all… **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](../../specs/SPEC_STATUS_REGISTRY.md), per-core [specs/{core}/IMPLEMENTATION\_LOG.md](../../specs/ce/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Scaffolded / Planned / Phase 1 Complete | **In progress** | | Specification / Not Started / Proposed | **Backlog** | | Superseded/Archived | **Backlog** (or archive) | *** ## Manual update steps 1. Open the **Encore Spec Progress** (or equivalent) GitHub Project. 2. Filter by **Core = XX** or label `core:XX`. 3. For each issue, set the **Status** field per the table for that core. 4. Optional: For Backlog / In progress issues, set "Next Action" from `whats-next --spec `. ## 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 --field-id --project-id --single-select-option-id `. Obtain project ID and Status field/option IDs from `gh project list` and `gh project field-list `. Until then, use manual steps. *** ## CE (Community Engagement) | 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 | *** ## FW (Forms & Workflow) | 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 | *** ## PF (Platform Foundation) | 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 | See [GITHUB\_PROJECT\_SPEC\_TRACKING\_PLAN.md](GITHUB_PROJECT_SPEC_TRACKING_PLAN.md) for project setup and status values.