# Encore Health OS

## Docs

- [Cross-Core Integration, Events, Automator & Workflow — Deep Dive & Recommendations](https://docs.encoreos.io/architecture/CROSS_CORE_EVENTS_AUTOMATION_WORKFLOW_DEEP_DIVE.md): Version: 1.0 Last Updated: 2026-03-11 Status: Analysis and recommendations
- [Database Audit Report](https://docs.encoreos.io/architecture/DATABASE_AUDIT_REPORT.md): Generated: 2026-01-10 Updated: 2026-01-17 (Performance Optimization Phase) Database: Encore Health OS Platform Total Tables: 432 Total Functions: 100+
- [Encore Health OS Database Schema](https://docs.encoreos.io/architecture/DATABASE_SCHEMA.md): This document is the architecture-level entry point for the EncoreOS Supabase/Postgres schema.
- [Encore Health OS Data Management Architecture](https://docs.encoreos.io/architecture/DATA_MANAGEMENT_ARCHITECTURE.md): Version: 1.0 Last Updated: 2026-01-08 Constitution Reference: Section 1.3 (Integration Patterns), Section 5.2 (Database Design)
- [Event Delivery Architecture](https://docs.encoreos.io/architecture/EVENT_DELIVERY_ARCHITECTURE.md): Version: 1.0 Last Updated: 2026-03-15 Status: Architecture Reference Related: PF_FW_BUSINESS_AUTOMATION_WORKFLOW_ARCHITECTURE_RESEARCH.md Recommendation: R-FW-…
- [Platform Foundation & Workflow — Business Automation Architecture Research](https://docs.encoreos.io/architecture/PF_FW_BUSINESS_AUTOMATION_WORKFLOW_ARCHITECTURE_RESEARCH.md): Version: 1.1 Last Updated: 2026-03-15 Status: Architecture Research & Enhanced Recommendations Builds On: CROSS_CORE_EVENTS_AUTOMATION_WORKFLOW_DEEP_DIVE.md
- [Real-Time Architecture](https://docs.encoreos.io/architecture/REAL_TIME_ARCHITECTURE.md): Version: 1.0.0 Last Updated: 2026-03-08 Status: Recommendation / RFC
- [ADR-001: Form Analytics Architecture](https://docs.encoreos.io/architecture/decisions/ADR-001-form-analytics-architecture.md): Status: Accepted Date: 2025-12-05 Decision Makers: Platform Architecture Team
- [ADR-002: CL-PM Cross-Core Foreign Keys](https://docs.encoreos.io/architecture/decisions/ADR-002-cl-pm-cross-core-foreign-keys.md): Status: Accepted Date: 2026-02-25 Decision Makers: Platform Architecture Team
- [ADR-003: PF-72 Phase 4 — MCP Integration Go/No-Go](https://docs.encoreos.io/architecture/decisions/ADR-003-mcp-pf72-phase4.md): Status: Accepted (Go) Date: 2026-03-14 Decision Makers: Platform Foundation team Supersedes: N/A
- [ADR-004: CL-FW Event Patterns for Clinical Workflow Automation](https://docs.encoreos.io/architecture/decisions/ADR-004-cl-fw-event-patterns.md): Status: Proposed Date: 2026-03-24 Decision Makers: CL Team, FW Team, Platform Architect
- [ADR-005: Cross-Core Foreign Keys to pm_patients](https://docs.encoreos.io/architecture/decisions/ADR-005-cross-core-fk-pm-patients.md): Status: Accepted Date: 2026-04-10 Decision Makers: Platform Architecture Team
- [ADR-006: Cross-Core Foreign Keys to hr_employees](https://docs.encoreos.io/architecture/decisions/ADR-006-cross-core-fk-hr-employees.md): Status: Accepted Date: 2026-04-10 Decision Makers: Platform Architecture Team
- [ADR-007: Multi-Tenant Architecture via Supabase RLS](https://docs.encoreos.io/architecture/decisions/ADR-007-multi-tenant-rls-architecture.md): Status: Accepted Date: 2026-04-12 Participants: Platform Architecture Team, Jeremy Bloom
- [ADR-008: Vite SPA over Next.js SSR](https://docs.encoreos.io/architecture/decisions/ADR-008-vite-spa-vs-ssr.md): Status: Accepted Date: 2026-04-12 Participants: Platform Architecture Team, Jeremy Bloom
- [ADR-009: Biome as Primary Formatter and Linter](https://docs.encoreos.io/architecture/decisions/ADR-009-biome-formatter.md): Status: Accepted Date: 2026-04-12 Participants: Platform Architecture Team
- [ADR-010: Core–Platform Foundation Dependency Boundary](https://docs.encoreos.io/architecture/decisions/ADR-010-core-pf-dependency-boundary.md): Status: Accepted Date: 2026-04-12 Participants: Platform Architecture Team, Jeremy Bloom
- [ADR-011: Supabase Edge Functions on Deno Runtime](https://docs.encoreos.io/architecture/decisions/ADR-011-edge-functions-deno.md): Status: Accepted Date: 2026-04-12 Participants: Platform Architecture Team
- [ADR-012: PF-96 Jurisdiction Profile Architecture for Multi-State Medicaid Compliance](https://docs.encoreos.io/architecture/decisions/ADR-012-pf96-jurisdiction-profiles.md): Status: Accepted Date: 2026-04-12 Participants: Platform Architecture Team, Jeremy Bloom
- [ADR-013: PWA Strategy with Workbox Service Worker](https://docs.encoreos.io/architecture/decisions/ADR-013-pwa-strategy.md): Status: Accepted Date: 2026-04-12 Participants: Platform Architecture Team, Jeremy Bloom
- [ADR-014: GR-02 is the Canonical Training Substrate; HR-22 and HR-27 are HR-Side Overlays](https://docs.encoreos.io/architecture/decisions/ADR-014-training-ownership-gr-02-canonical.md): Status: Proposed Date: 2026-04-19 Participants: Platform Architecture, GR core owner, HR core owner Supersedes: — Related: ADR-007 (multi-tenant RLS), ADR-010…
- [ADR-015: PM Refund / Recoupment / Takeback Path — Lite-First with PM-53 Umbrella](https://docs.encoreos.io/architecture/decisions/ADR-015-pm-refund-recoupment-decision.md): Status: Accepted Date: 2026-04-20 Participants: PM Core Owner, FA Core Owner, module-strategic-reviewer (deep-review pass)
- [ADR-016: Workspace packages overlay (no source moves)](https://docs.encoreos.io/architecture/decisions/ADR-016-workspace-packages-overlay.md): Status: Accepted Date: 2026-04-22 Participants: Platform Architecture (cloud agent draft, Jeremy Bloom approval) Related: ADR-008, ADR-010, constitution §1
- [ADR-017: PWA service-worker scoping under Vercel Microfrontends](https://docs.encoreos.io/architecture/decisions/ADR-017-microfrontends-pwa-scoping.md): Status: Proposed (becomes Accepted on Phase 3 activation per MICROFRONTENDS_RUNBOOK.md) Date: 2026-04-22 Participants: Platform Architecture (cloud agent draft…
- [ADR-018: PF→PM Encounter Reference Posture (No DB FK; Application-Layer Validation)](https://docs.encoreos.io/architecture/decisions/ADR-018-pf-pm-encounter-reference-no-fk.md): Status: Proposed Date: 2026-04-23 Participants: Platform Architecture Team, PF-100 Spec Owners, CL DX Lead, Compliance Officer (review)
- [ADR-018: TypeScript 7.0 (Go Compiler) Evaluation and Adoption Strategy](https://docs.encoreos.io/architecture/decisions/ADR-018-typescript-7-go-compiler-evaluation.md): Status: Proposed (recommendation: Adopt as opt-in tsgo-powered fast path now; promote to default when stable ships and the typescript-eslint peer range opens f…
- [ADR-019: Defer Next.js / Turbopack for the authenticated ERP shell](https://docs.encoreos.io/architecture/decisions/ADR-019-nextjs-turbopack-deferral.md): Status: Accepted Date: 2026-04-24 Participants: Platform Architecture, Jeremy Bloom (product owner)
- [Architecture Decision Records](https://docs.encoreos.io/architecture/decisions/index.md): Last Updated: 2026-04-12
- [Deprecation Plan: pf_user_roles Table](https://docs.encoreos.io/architecture/deprecation/pf_user_roles.md): Version: 2.0.0 Created: 2025-12-12 Last Updated: 2026-01-26 Status: Phase 2 (Hard Deprecation) - COMPLETE Target Removal: Q2 2026 Related Spec: PF-30 (Permissi…
- [Encore Health OS Platform - Architecture Documentation](https://docs.encoreos.io/architecture/index.md): Architectural documentation for the Encore Health OS Platform.
- [API Contracts](https://docs.encoreos.io/architecture/integrations/API_CONTRACTS.md): Version: 2.1.4 Last Updated: 2026-05-18 Constitution Reference: Section 1.3 (Integration Patterns - Pattern 3)
- [CL–FA: VBP Quality Data Pipeline Integration](https://docs.encoreos.io/architecture/integrations/CL-FA-VBP-QUALITY-DATA-PIPELINE.md): Status: 📝 Planned Created: 2026-03-02 Source: specs/cl/CL-STRATEGIC-ROADMAP-20260302.md Constitution Reference: Section 1.3 (Integration Patterns); no direct…
- [CL-FW Event Automation Integration Contract](https://docs.encoreos.io/architecture/integrations/CL-FW-EVENT-AUTOMATION-INTEGRATION.md): Contract Version: 1.0 Created: 2026-03-24 Owning Cores: CL (Clinical & EHR), FW (Forms & Workflow) Status: Draft ADR Reference: ADR-004: CL-FW Event Patterns
- [CL–GR: Clinical Incident Bridge Integration](https://docs.encoreos.io/architecture/integrations/CL-GR-CLINICAL-INCIDENT-INTEGRATION.md): Status: 📝 Planned Created: 2026-03-02 Source: specs/cl/CL-STRATEGIC-ROADMAP-20260302.md Constitution Reference: Section 1.3 (Integration Patterns); no direct…
- [CL–HR: Provider Productivity Analytics Integration](https://docs.encoreos.io/architecture/integrations/CL-HR-PROVIDER-PRODUCTIVITY-INTEGRATION.md): Status: 📝 Planned Created: 2026-03-02 Source: specs/cl/CL-STRATEGIC-ROADMAP-20260302.md Constitution Reference: Section 1.3 (Integration Patterns); no direct…
- [CL-PM Integration Contract: Encounter-to-Billing Pipeline](https://docs.encoreos.io/architecture/integrations/CL-PM-ENCOUNTER-TO-BILLING.md): Version: 1.0.0 Last Updated: 2026-02-17 Constitution Reference: Section 1.2 (Core Independence), Section 1.3 (Integration Patterns) Source: CL-PM-SPEC-REVIEW F…
- [CL–PM: Episode of Care Integration](https://docs.encoreos.io/architecture/integrations/CL-PM-EPISODE-OF-CARE-INTEGRATION.md): Status: 📝 Planned Created: 2026-03-02 Source: specs/cl/CL-STRATEGIC-ROADMAP-20260302.md Constitution Reference: Section 1.3 (Integration Patterns); no direct…
- [CL-PM Event Wiring Integration Contract](https://docs.encoreos.io/architecture/integrations/CL-PM-EVENT-WIRING-INTEGRATION.md): Contract Version: 1.0 Created: 2026-03-24 Owning Cores: CL (Clinical & EHR), PM (Practice Management) Status: Draft ADR Reference: ADR-004: CL-FW Event Patterns
- [CL-PM Integration Contract: Group Sessions](https://docs.encoreos.io/architecture/integrations/CL-PM-GROUP-SESSIONS.md): Version: 1.0.0 Last Updated: 2026-02-17 Constitution Reference: Section 1.2 (Core Independence), Section 1.3 (Integration Patterns) Source: CL-PM-SPEC-REVIEW F…
- [CL-PM Integration Contract: Referrals](https://docs.encoreos.io/architecture/integrations/CL-PM-REFERRALS.md): Version: 1.0.0 Last Updated: 2026-02-17 Constitution Reference: Section 1.2 (Core Independence), Section 1.3 (Integration Patterns) Source: CL-PM-SPEC-REVIEW F…
- [CL-PM Integration Contract: Telehealth](https://docs.encoreos.io/architecture/integrations/CL-PM-TELEHEALTH.md): Version: 1.1.0 Last Updated: 2026-02-22 Status: ✅ Reviewed (pre-implementation) Constitution Reference: Section 1.2 (Core Independence), Section 1.3 (Integrati…
- [CL–RH: Residential Medication Administration Record (MAR) Integration](https://docs.encoreos.io/architecture/integrations/CL-RH-RESIDENTIAL-MAR-INTEGRATION.md): Status: 📝 Planned Created: 2026-03-02 Source: specs/cl/CL-STRATEGIC-ROADMAP-20260302.md Constitution Reference: Section 1.3 (Integration Patterns); no direct…
- [Integration Contract Validation Checklist](https://docs.encoreos.io/architecture/integrations/CONTRACT_VALIDATION_CHECKLIST.md): Version: 1.0.0 Last Updated: 2026-01-15 Constitution Reference: Section 1.3 (Integration Patterns)
- [Cross-Core Integration Matrix](https://docs.encoreos.io/architecture/integrations/CROSS_CORE_INTEGRATIONS.md): Version: 2.19.10 Last Updated: 2026-05-18
- [Core Data Models](https://docs.encoreos.io/architecture/integrations/DATA_MODELS.md): Version: 2.0.0 Last Updated: 2025-12-31
- [Event Contracts](https://docs.encoreos.io/architecture/integrations/EVENT_CONTRACTS.md): Version: 2.2.2 Last Updated: 2026-05-18 Change Note: Added six BHRF (A.A.C. R9-10-701..722) event contracts (CL-68/GR-27/PM-74) with coded hold_reason and R7 idempotency.
- [Event delivery paths — integration guide](https://docs.encoreos.io/architecture/integrations/EVENT_DELIVERY.md): Version: 1.0.0 Last Updated: 2026-03-19 Owner: Platform / FW (cross-cutting) Related: EVENT_CONTRACTS.md, FW_BUSINESS_AUTOMATION_WORKFLOW_RECOMMENDATIONS.md (R…
- [External Integrations Catalog](https://docs.encoreos.io/architecture/integrations/EXTERNAL_INTEGRATIONS.md): Version: 1.0 Last Updated: 2026-02-16 Source: EHR_PM_PLANNING_BUNDLE.md
- [FA ↔ FW Cross-Core Integration Contract](https://docs.encoreos.io/architecture/integrations/FA-FW-INTEGRATION.md): Version: 1.0.0 Status: 📝 Planned Created: 2026-03-21 Last Updated: 2026-03-21 Constitution Reference: Section 1.3 (Integration Patterns — Pattern 1: Platform…
- [FA-UX-05 / FW-03 Integration Contract](https://docs.encoreos.io/architecture/integrations/FA-UX-05-FW-03-INTEGRATION.md): Version: 1.0.0 Last Updated: 2026-01-28 Constitution Reference: Section 1.3 (Integration Patterns - Pattern 3: API Contracts) Status: 📝 Planned
- [FM Consumer Verification Matrix](https://docs.encoreos.io/architecture/integrations/FM-CONSUMER-VERIFICATION.md): Status: 🚧 In progress (FM-14 Phase 4 task; first verified row landed via 2026-04-18 audit) Last Updated: 2026-04-18 Owner: FM Source: FM-14: Integration Contr…
- [FM Integration Contracts](https://docs.encoreos.io/architecture/integrations/FM_INTEGRATION_CONTRACTS.md): Version: 1.1.0 Last Updated: 2026-03-06 Owner: FM (Facilities Management)
- [GR — Governance & Compliance Integration Contracts](https://docs.encoreos.io/architecture/integrations/GR-INTEGRATION.md): Status: ✅ Active (GR-01–GR-08, GR-10, GR-11 implemented; GR-09 pending; GR-12 specified) Last Updated: 2026-03-06 Constitution Reference: §1 Architecture & Mod…
- [HR ↔ FW Cross-Core Integration Contract](https://docs.encoreos.io/architecture/integrations/HR-FW-INTEGRATION.md): Version: 1.0.0 Status: 📝 Planned Created: 2026-03-21 Last Updated: 2026-03-21 Constitution Reference: Section 1.3 (Integration Patterns — Pattern 1: Platform…
- [HR-PAY-02: Payroll Deductions Management — Cross-Core Integration](https://docs.encoreos.io/architecture/integrations/HR-PAY-02-payroll-deductions-INTEGRATION.md): Spec Reference: HR-PAY-02 Payroll Deductions Management Status: 🟡 Partial — Phase 1 (schema/RLS) complete; event contracts (HR-11 → HR-PAY-02) planned but not…
- [HR-PAY-03: Direct Deposit & Pay Stubs — Cross-Core Integration](https://docs.encoreos.io/architecture/integrations/HR-PAY-03-direct-deposit-INTEGRATION.md): Plan ID: HR-PAY-03 Status: 🟡 Phase 2 Complete — 2026-02-27 Last Updated: 2026-02-06
- [HR-PAY-04: Tax Forms & Compliance — Integration](https://docs.encoreos.io/architecture/integrations/HR-PAY-04-INTEGRATION.md): Spec ID: HR-PAY-04 Status: ✅ Phase 1 Complete; Phase 2/3 Planned Last Updated: 2026-02-27
- [HR-PAY-08-AZ: Arizona E-Filing — Outbound Integration](https://docs.encoreos.io/architecture/integrations/HR-PAY-08-AZ-arizona-efile-INTEGRATION.md): Spec ID: HR-PAY-08-AZ Status: 📝 Planned Last Updated: 2026-02-16
- [ATS Integration Contracts](https://docs.encoreos.io/architecture/integrations/HR_ATS_CONTRACTS.md): Spec: specs/hr/HR-09-applicant-tracking-system.md (v1.0) Plan: specs/hr/HR-09-applicant-tracking-system-PLAN.md (v1.0) Status: ✅ Implemented (Core Features) La…
- [HR-IT Offboarding Integration](https://docs.encoreos.io/architecture/integrations/HR_IT_OFFBOARDING.md): Version: 1.0 Created: 2026-01-21 Last Updated: 2026-01-21 Status: Active Spec: HR-03 Employee Lifecycle, IT-08 Onboarding/Offboarding
- [HR-IT Onboarding Integration](https://docs.encoreos.io/architecture/integrations/HR_IT_ONBOARDING.md): Version: 1.0 Created: 2026-01-05 Last Updated: 2026-01-05 Status: Active Spec: HR-UX-01 Employee Onboarding Wizard
- [Termination → COBRA Event Integration](https://docs.encoreos.io/architecture/integrations/HR_OFFBOARDING_COBRA.md): Status: Planned / In progress Last Updated: 2026-02-26
- [Integration docs crosswalk](https://docs.encoreos.io/architecture/integrations/INTEGRATIONS_CROSSWALK.md): Last updated: 2026-03-23 Audience: Developers and spec authors maintaining cross-core boundaries.
- [IT Module Integration Contracts](https://docs.encoreos.io/architecture/integrations/IT_INTEGRATION_CONTRACTS.md): Version: 1.2.0 Last Updated: 2026-02-15 Status: 🟡 In Progress (IT-01 Complete, Phase B Events Implemented)
- [LO (Leadership Operating System) — Integration Overview](https://docs.encoreos.io/architecture/integrations/LO-INTEGRATION-OVERVIEW.md): Version: 1.0.0 Last Updated: 2026-04-10 Owner: LO
- [Pending Integration Contract Stubs](https://docs.encoreos.io/architecture/integrations/PENDING_CONTRACTS.md): Tracks integration doc stubs that need schemas filled when a dependency spec is implemented. Auto-populated by spec-reviewer; consumed by whats-next and genera…
- [Page Layouts & PF-32 Conditional Field Logic Integration](https://docs.encoreos.io/architecture/integrations/PF31_PF32_INTEGRATION.md): Version: 1.0.0 Status: 📝 Planned Last Updated: 2025-12-19 Constitution Reference: Section 1.3 (Integration Patterns)
- [Platform Integration Layers](https://docs.encoreos.io/architecture/integrations/PLATFORM_INTEGRATION_LAYERS.md): Version: 2.3.1 Last Updated: 2026-03-29 Constitution Reference: Section 1.3 (Integration Patterns - Pattern 1)
- [RH ↔ FW Cross-Core Integration Contract](https://docs.encoreos.io/architecture/integrations/RH-FW-INTEGRATION.md): Version: 1.0.0 Status: 📝 Planned Created: 2026-03-21 Last Updated: 2026-03-21 Constitution Reference: Section 1.3 (Integration Patterns — Pattern 1: Platform…
- [RH-HR Integration Architecture](https://docs.encoreos.io/architecture/integrations/RH-HR-INTEGRATION.md): Created: 2025-12-18 Status: Architecture Decision Record Related Specs: RH-06 (Compliance & Staff Operations)
- [Accounts Payable Automation – Integration](https://docs.encoreos.io/architecture/integrations/accounts-payable-automation-integration.md): Spec: specs/fa/specs/FA-22-accounts-payable-automation.md Status: 📝 Planned Constitution: §1.3 (Integration Patterns), §2.1 (Integration documentation)
- [Accreditation Tracer Readiness Integration Contracts](https://docs.encoreos.io/architecture/integrations/accreditation-tracer-readiness-integration.md): Version: 1.0 Last Updated: 2026-03-07 Status: 📝 Planned Spec Reference: GR-16-accreditation-tracer-readiness.md Constitution Reference: Section 1.3 (Integrati…
- [Advanced Condition Builder — Integration](https://docs.encoreos.io/architecture/integrations/advanced-condition-builder-integration.md): Feature ID: FW-17 Status: ✅ Complete Spec: FW-17-advanced-condition-builder.md Last Updated: 2026-03-17
- [Advanced Error Recovery & Retry Strategies — Integration Documentation](https://docs.encoreos.io/architecture/integrations/advanced-error-recovery-retry-integration.md): Spec: specs/fw/specs/FW-25-advanced-error-recovery-retry.md Status: ✅ Complete Last Updated: 2026-03-20
- [Claude Agent SDK Integration – Integration Documentation](https://docs.encoreos.io/architecture/integrations/agent-sdk-integration-integration.md): Feature ID: PF-72 Version: 1.0 Last Updated: 2026-03-13 Status: ✅ Complete (Phases 1–4); Phase 4 (MCP) implemented per PF-72-PHASE-4-EXPANSION
- [AI Coding Assistant — Integration](https://docs.encoreos.io/architecture/integrations/ai-coding-assistant-integration.md): Feature ID: PM-64 Status: \U0001F4CB Specification (pre-implementation) AI Coding Assistant v1.3 Companion: PM-64-CONTEXT.md Compliance gate: PM-64-COMPLIA…
- [Integration Documentation: PM-50 — AI-Powered Denial Prediction & Prevention](https://docs.encoreos.io/architecture/integrations/ai-denial-prediction-prevention-integration.md): Created: 2026-04-07 Status: \U0001F4DD Planned
- [AI-Assisted Clinical Documentation — Integration](https://docs.encoreos.io/architecture/integrations/ai-documentation-integration.md): Feature ID: CL-36 Status: 📋 Specification Spec Reference: CL-36-ai-assisted-clinical-documentation.md Last Updated: 2026-03-31 Last Verified: —
- [AI Staff Headshot Generator — Integration Document](https://docs.encoreos.io/architecture/integrations/ai-staff-headshot-generator-integration.md): Status: ✅ Complete Spec: specs/pf/specs/PF-98-ai-staff-headshot-generator.md Tasks: specs/pf/tasks/PF-98-TASKS.md Context: specs/pf/specs/PF-98-CONTEXT.md Crea…
- [AI-Powered State Compliance Checking — Integration Documentation](https://docs.encoreos.io/architecture/integrations/ai-state-compliance-checking-integration.md): Feature ID: GR-06-EN-01 Owner: GR (Governance & Compliance) Status: 📝 Planned Created: 2026-03-31
- [Phase 2: AI Template Generation — Integration](https://docs.encoreos.io/architecture/integrations/ai-template-generation-integration.md): Feature ID: PF-64 (Phase 2 Expansion) Status: 🟡 Partially Complete (permission seeding pending deployment) Spec Reference: PF-64-PHASE-2-AI-TEMPLATE-GEN-EXPAN…
- [Integration Contract — Allergy & Adverse Reaction Tracking](https://docs.encoreos.io/architecture/integrations/allergy-tracking-integration.md): Spec: ../../../specs/cl/specs/CL-45-allergy-adverse-reaction-tracking.md Status: 📝 Draft (event schemas land with Phase 3) Last Updated: 2026-05-08
- [API Versioning & Edge Function Lifecycle — Integration](https://docs.encoreos.io/architecture/integrations/api-versioning-edge-function-lifecycle-integration.md): Status: 📝 Planned Spec: specs/pf/specs/PF-89-api-versioning-edge-function-lifecycle.md Plan: specs/pf/plans/PF-89-api-versioning-edge-function-lifecycle-PLAN.…
- [Appointment Scheduling – Integration](https://docs.encoreos.io/architecture/integrations/appointment-scheduling-integration.md): Feature ID: PM-03 Status: 📝 Planned Spec Reference: PM-03-appointment-scheduling.md Version: 1.1 Last Updated: 2026-02-19 Last Verified: N/A (Planned — update…
- [Arizona CSPMP/PDMP Integration — Integration Contract](https://docs.encoreos.io/architecture/integrations/arizona-cspmp-pdmp-integration-integration.md): Feature ID: CL-17 Status: \U0001F3D7️ Scaffolded (gateway integration pending vendor selection) -arizona-cspmp-pdmp-integration.md Last Updated: 2026-02-23…
- [Automated Level-of-Care Assessment (ASAM/LOCUS) — Integration](https://docs.encoreos.io/architecture/integrations/asam-locus-integration.md): Status: \U0001F4DD Spec — pre-verification (2026-05-09) Owner: CL
- [Automated Charge Reconciliation — Integration Doc](https://docs.encoreos.io/architecture/integrations/automated-charge-reconciliation-integration.md): Spec: PM-36 Automated Charge Reconciliation Status: ✅ Complete Last Updated: 2026-04-04 Integration Type: Platform Layer (PF-29 tasks) / Data (same-core PM tab…
- [Automation Observability Dashboard - Integration](https://docs.encoreos.io/architecture/integrations/automation-observability-dashboard-integration.md): Feature ID: PF-85 Status: 📋 Specification Spec Reference: PF-85-automation-observability-dashboard.md Last Updated: 2026-03-16
- [Automation Rule Copilot — Integration](https://docs.encoreos.io/architecture/integrations/automation-rule-copilot-integration.md): Feature ID: FW-51 Status: \U0001F4CB Specification -automation-rule-copilot.md Last Updated: 2026-03-20
- [Batch Operations & Bulk Processing — Integration Document](https://docs.encoreos.io/architecture/integrations/batch-operations-integration.md): Feature ID: PM-24 Version: 1.0 Status: ✅ Complete Created: 2026-03-01
- [Bed Board & Census — Integration](https://docs.encoreos.io/architecture/integrations/bed-board-census-integration.md): Version: 1.1 Last Updated: 2026-03-20 Spec: RH-01 Census, Beds & Episodes · RH-01.1 Bed Board & Facility Types Constitution Reference: Section 1.2 (Core Indepe…
- [Behavioral Health Program Scheduling Templates — Integration](https://docs.encoreos.io/architecture/integrations/behavioral-health-program-scheduling-templates-integration.md): Feature ID: CL-27 Status: ✅ Implemented Spec Reference: CL-27-behavioral-health-program-scheduling-templates.md Last Updated: 2026-02-25
- [Benefits Administration — Integration](https://docs.encoreos.io/architecture/integrations/benefits-administration-integration.md): Version: 1.0.0 Last Updated: 2026-03-20 Spec: HR-11 Benefits Administration Constitution Reference: Section 1.2 (Core Independence), Section 1.3 (Integration P…
- [Integration Contract](https://docs.encoreos.io/architecture/integrations/bidirectional-referral-community-integration.md): Spec: specs/cl/specs/CL-12-EN-67-bidirectional-referral-community.md Core: CL (Clinical & EHR) Status: Planned
- [Bulk Operations Framework — Integration](https://docs.encoreos.io/architecture/integrations/bulk-operations-integration.md): Status: ✅ Complete Spec Reference: PF-47 Bulk Operations Framework Last Updated: 2026-03-04
- [Business Calendar Service - Integration](https://docs.encoreos.io/architecture/integrations/business-calendar-service-integration.md): Feature ID: PF-84 Status: ✅ Complete (Phase 1) Spec Reference: PF-84-business-calendar-service.md Last Updated: 2026-03-18
- [Business Process Registry — Integration](https://docs.encoreos.io/architecture/integrations/business-process-registry-integration.md): Feature ID: PF-82 Status: ✅ Implemented Spec: PF-82-business-process-registry.md Last Updated: 2026-03-16
- [Caching Layer Integration Documentation](https://docs.encoreos.io/architecture/integrations/caching-layer-integration.md): Feature ID: PF-51 Version: 1.0 Last Updated: 2026-03-04 Status: ✅ Complete — 2026-03-05
- [Calendar & Scheduling Integration — Integration Document](https://docs.encoreos.io/architecture/integrations/calendar-scheduling-integration-integration.md): Feature ID: CE-21 Status: ✅ Complete Created: 2026-03-31
- [Capitation & PMPM Revenue Reconciliation — Integration](https://docs.encoreos.io/architecture/integrations/capitation-pmpm-revenue-reconciliation-integration.md): Version: 1.1 Last Updated: 2026-03-02 (manual follow-up: FA journal entry guidance, deleted_at, pending contracts updated) Status: \U0001F4CB Planned Capit…
- [Care Coordination & Transitions — Integration](https://docs.encoreos.io/architecture/integrations/care-coordination-transitions-integration.md): Feature ID: CL-12 Status: ✅ Implemented Spec Reference: CL-12-care-coordination-transitions.md Last Updated: 2026-02-21 Last Verified: 2026-02-21
- [to PF-12 Integration Contract](https://docs.encoreos.io/architecture/integrations/ce-pf-integration.md): Version: 1.0.0 Created: 2026-01-23 Status: 📋 Specification
- [Check-in Kiosk Self-Service — Integration Document](https://docs.encoreos.io/architecture/integrations/checkin-kiosk-self-service-integration.md): Spec: specs/pm/specs/PM-34-EN-01-checkin-kiosk-self-service.md Status: 📋 Not Started
- [Claims Denial Management & Appeals — Integration Document](https://docs.encoreos.io/architecture/integrations/claims-denial-management-appeals-integration.md): Status: \U0001F4DD Planned Last Updated: 2026-03-02 Owner: PM Core
- [Claims Management & Submission — Integration](https://docs.encoreos.io/architecture/integrations/claims-management-submission-integration.md): Version: 2.0.0 Status: ✅ Implemented Last Updated: 2026-02-22 Last Verified: 2026-02-22 Spec: PM-08 Claims Management & Submission Constitution Reference: Sect…
- [Clearinghouse Integration](https://docs.encoreos.io/architecture/integrations/clearinghouse-integration-integration.md): Integration contract for PM clearinghouse adapters, transaction flow, tenant-safe credential handling, and Phase 2 production transport.
- [Clinical Decision Support — Integration](https://docs.encoreos.io/architecture/integrations/clinical-decision-support-integration.md): Feature ID: CL-08 Status: 📝 Planned Spec Reference: CL-08-clinical-decision-support.md Last Updated: 2026-02-18
- [Clinical Document Architecture (CDA) Generation — Integration Doc](https://docs.encoreos.io/architecture/integrations/clinical-document-architecture-cda-integration.md): Spec: specs/cl/specs/CL-48-clinical-document-architecture-cda.md Status: 📝 Stub — expand after Phase 1 Created: 2026-05-10
- [Clinical In-Basket / Provider Messaging — Integration](https://docs.encoreos.io/architecture/integrations/clinical-in-basket-provider-messaging-integration.md): Feature ID: CL-23 Status: 📋 Spec approved; implementation pending Spec Reference: CL-23-clinical-in-basket-provider-messaging.md Last Updated: 2026-02-24
- [CL-40: Clinical Intake Documentation & SDOH Assessment — Integration Documentation](https://docs.encoreos.io/architecture/integrations/clinical-intake-integration.md): Created: 2026-03-29 Status: \U0001F4DD Planned
- [Clinical Reporting & Quality Measures — Integration](https://docs.encoreos.io/architecture/integrations/clinical-reporting-quality-measures-integration.md): Feature ID: CL-15 Status: ✅ Implemented Spec Reference: CL-15-clinical-reporting-quality-measures.md Last Updated: 2026-02-23
- [Cognitive Screening Instruments — Integration Document](https://docs.encoreos.io/architecture/integrations/cognitive-screening-integration.md): Version: 1.0.0 Last Updated: 2026-04-04 Status: ✅ Active
- [Compensation Management — Integration](https://docs.encoreos.io/architecture/integrations/compensation-management-integration.md): Version: 1.0.0 Last Updated: 2026-03-20 Spec: HR-15 Compensation Management Constitution Reference: Section 1.2 (Core Independence), Section 1.3 (Integration P…
- [Competency Validation & Assessment Engine — Integration Contract](https://docs.encoreos.io/architecture/integrations/competency-assessment-engine-integration.md): Feature ID: GR-18 Competency Validation & Assessment Engine Plan: GR-18 Implementation Plan Version: 1.0 Status: \U0001F4DD Planned Last Updated: 2026-04-2…
- [Compliance Automation & Regulatory Dashboard — Integration](https://docs.encoreos.io/architecture/integrations/compliance-automation-regulatory-dashboard-integration.md): Feature ID: PF-91 Status: 🔨 In Progress (80%) Spec Reference: PF-91-compliance-automation-regulatory-dashboard.md Last Updated: 2026-03-24
- [Compliance & Staff Operations — Integration](https://docs.encoreos.io/architecture/integrations/compliance-staff-operations-integration.md): Version: 1.0.0 Last Updated: 2026-03-20 Spec: RH-06 Compliance & Staff Operations Constitution Reference: Section 1.2 (Core Independence), Section 1.3 (Integra…
- [Comprehensive Assessments — Integration](https://docs.encoreos.io/architecture/integrations/comprehensive-assessments-integration.md): Feature ID: CL-02 Status: ✅ Implemented Spec Reference: CL-02-comprehensive-assessments.md Last Updated: 2026-02-17 Last Verified: 2026-02-19
- [Conditional Approval Routing — Integration](https://docs.encoreos.io/architecture/integrations/conditional-approval-routing-integration.md): Status: \U0001F4DD Planned -conditional-approval-routing.md Last Updated: 2026-03-22
- [Configurable Claim Scrubbing & Org Edit Rules — Integration](https://docs.encoreos.io/architecture/integrations/configurable-claim-scrubbing-integration.md): Version: 1.1.0 Status: ✅ Implemented Last Updated: 2026-03-27 Spec: PM-18 Configurable Claim Scrubbing & Org Edit Rules Constitution Reference: Section 1.2 (Co…
- [Configurable Clinical Assessment Templates — Integration Document](https://docs.encoreos.io/architecture/integrations/configurable-clinical-assessment-templates-integration.md): Feature ID: CL-02-EN-61 Core: CL Status: ✅ Complete Spec: CL-02-EN-61 Last Updated: 2026-04-09
- [Consent Management & 42 CFR Part 2 — Integration](https://docs.encoreos.io/architecture/integrations/consent-management-42cfr-part2-integration.md): Feature ID: CL-11 Status: ✅ Implemented — All Phases Complete Regulatory deadline: Feb 16, 2026 Spec Reference: CL-11-consent-management-42cfr-part2.md Last Up…
- [Contact Relationship Mapping - Integration Document](https://docs.encoreos.io/architecture/integrations/contact-relationship-mapping-integration.md): Feature ID: CE-20 Status: ✅ Complete Created: 2026-03-31
- [/ GR-UX-10: Contract Management and Contract Creation Wizard Integration](https://docs.encoreos.io/architecture/integrations/contract-creation-integration.md): Feature IDs: GR-10, GR-UX-10 Feature Status: ✅ Complete Last Updated: 2026-04-15 Owning Core: GR (Governance and Compliance) Constitution Reference: Section 1.…
- [Contract & Fee Schedule Management — Integration](https://docs.encoreos.io/architecture/integrations/contract-fee-schedule-integration.md): Version: 1.0 Last Updated: 2026-02-27 Status: ✅ Complete — 2026-02-28 Spec: PM-23 Contract & Fee Schedule Management Constitution Reference: Section 1.2 (Core…
- [Contractor & Contingent Workforce – Integration Contract](https://docs.encoreos.io/architecture/integrations/contractor-contingent-workforce-integration.md): Version: 0.1.1 Created: 2026-03-24 Last Updated: 2026-03-24 Status: Planned — MVP integration contracts documented; expand event registry + HR-PAY-04 payload v…
- [Coordination of Benefits & Secondary Claims — Integration Documentation](https://docs.encoreos.io/architecture/integrations/coordination-of-benefits-secondary-claims-integration.md): Spec: PM-30 Status: ✅ Implemented Last Updated: 2026-03-27 Integration Type: Data (same-core PM dependencies) Owner: PM Core
- [Intake Coordinator Workbench & Task Management — Integration](https://docs.encoreos.io/architecture/integrations/coordinator-workbench-integration.md): Version: 1.0 Last Updated: 2026-03-29 Status: ✅ Complete Spec: PM-42 Coordinator Workbench Constitution Reference: Section 1 (core boundaries), Section 5 (RLS,…
- [Encounter-Level Cost Accounting — Integration](https://docs.encoreos.io/architecture/integrations/cost-accounting-integration.md): Version: 1.0 Last Updated: 2026-05-11 Status: ✅ Complete Spec: PM-35 Encounter-Level Cost Accounting Constitution Reference: Section 1.2 (Core Independence), S…
- [Credentialing & Compliance — Integration](https://docs.encoreos.io/architecture/integrations/credentialing-compliance-integration.md): Version: 1.0.0 Last Updated: 2026-03-20 Spec: HR-02 Credentialing & Compliance Constitution Reference: Section 1.2 (Core Independence), Section 1.3 (Integratio…
- [Data Export & Compliance – Integration](https://docs.encoreos.io/architecture/integrations/data-export-compliance-integration.md): Feature ID: PF-44 Spec: PF-44-data-export-compliance Status: ✅ Implemented Spec Reference: PF-44-data-export-compliance.md Last Updated: 2026-02-14
- [Data Manager - Integration Documentation](https://docs.encoreos.io/architecture/integrations/data-manager-integration.md): Status: \U0001F4DD Planned (Phase 2 & 3 expansion) Phase 2 & 3 Expansion Parent Data Manager - Object Browser
- [Data Retention & Lifecycle Management — Integration](https://docs.encoreos.io/architecture/integrations/data-retention-lifecycle-integration.md): Feature ID: PF-46 Status: ✅ Complete Spec: PF-46-data-retention-lifecycle.md Last Updated: 2026-03-04
- [Dead Letter Queue for Failed Automation Executions - Integration](https://docs.encoreos.io/architecture/integrations/dead-letter-queue-integration.md): Feature ID: FW-47 Status: ✅ Implemented (2026-03-19) Spec: FW-47-dead-letter-queue.md Last Updated: 2026-03-19
- [Decision Tables — Integration](https://docs.encoreos.io/architecture/integrations/decision-tables-integration.md): Feature ID: FW-45 Status: ✅ Implemented Spec: FW-45-decision-tables.md Last Updated: 2026-03-16
- [Digital Pre-Admission Packet & E-Signatures — Integration Document](https://docs.encoreos.io/architecture/integrations/digital-preadmission-packet-esignatures-integration.md): Status: \U0001F4DD Partially Implemented (PM-38 trigger, PF-29 e-sign, PF-11 storage, PM-02/PM-10 prefill, CE-28/CE-29 handoff are Planned) Last Updated: 2…
- [Disaster Recovery & Business Continuity – Integration](https://docs.encoreos.io/architecture/integrations/disaster-recovery-business-continuity-integration.md): Feature ID: PF-90 -disaster-recovery-business-continuity Status: \U0001F4CB Specification Last Updated: 2026-03-23
- [Discharge & Aftercare Planning — Integration](https://docs.encoreos.io/architecture/integrations/discharge-aftercare-planning-integration.md): Feature ID: CL-29 Status: ✅ Complete — 2026-02-25 Spec Reference: CL-29-discharge-aftercare-planning.md Last Updated: 2026-02-24
- [Integration Contract](https://docs.encoreos.io/architecture/integrations/drug-drug-interaction-checking-integration.md): Defines integration boundaries for drug-drug interaction (DDI) checking in clinical medication workflows, including external vendor calls and internal consumer…
- [Drug Testing / UDS Workflow — Integration](https://docs.encoreos.io/architecture/integrations/drug-testing-uds-workflow-integration.md): Spec: CL-34-drug-testing-uds-workflow Status: ✅ Complete Last Updated: 2026-03-03
- [Durable Execution Worker - Integration](https://docs.encoreos.io/architecture/integrations/durable-execution-worker-integration.md): Feature ID: FW-46 Status: ✅ Complete Spec Reference: FW-46-durable-execution-worker.md Last Updated: 2026-03-16
- [E-Prescribing (EPCS) — Integration Contract](https://docs.encoreos.io/architecture/integrations/e-prescribing-epcs-integration.md): Feature ID: CL-06 Status: \U0001F6A7 In Progress -e-prescribing-epcs.md Last Updated: 2026-02-18 Last Verified: 2026-02-18
- [E-Verify — Integration](https://docs.encoreos.io/architecture/integrations/e-verify-integration.md): Version: 1.1.0 Last Updated: 2026-03-25 Spec: HR-26 E-Verify Integration Constitution Reference: Section 1.2 (Core Independence), Section 1.3 (Integration Patt…
- [CL-11-EN-01: Electronic Consent Capture with 42 CFR Part 2 Redisclosure Tracking — Integration Document](https://docs.encoreos.io/architecture/integrations/electronic-consent-42cfr-redisclosure-integration.md): Spec: CL-11-EN-01 Parent Integration: CL-11 Consent Management Status: ✅ Implemented Last Updated: 2026-04-09
- [Email Integration Contract](https://docs.encoreos.io/architecture/integrations/email-integration.md): Version: 1.0.0 Created: 2026-01-24 Status: 📋 Specification Spec Reference: specs/ce/specs/CE-07-email-integration.md
- [Employee Directory & Org Structure — Integration](https://docs.encoreos.io/architecture/integrations/employee-directory-integration.md): Version: 1.0.0 Last Updated: 2026-03-20 Spec: HR-01 Employee Directory & Org Structure Constitution Reference: Section 1.2 (Core Independence), Section 1.3 (In…
- [Employee Document & Policy Acknowledgment — Integration](https://docs.encoreos.io/architecture/integrations/employee-document-policy-acknowledgment-integration.md): > ⛔ DEPRECATED (2026-03-26): HR-31 has been consolidated into GR-01. The HR-31 tables (hr_policies, hr_policy_distributions, hr_policy_acknowledgments) have be…
- [Employee Engagement — Integration](https://docs.encoreos.io/architecture/integrations/employee-engagement-integration.md): Version: 1.0.0 Last Updated: 2026-03-20 Spec: HR-17 Employee Engagement Constitution Reference: Section 1.2 (Core Independence), Section 1.3 (Integration Patte…
- [Employee Relations — Integration](https://docs.encoreos.io/architecture/integrations/employee-relations-integration.md): Version: 1.0.0 Last Updated: 2026-03-24 Spec: HR-14 Employee Relations Enhancements catalog: HR-14-ENHANCEMENTS (EN-1 accommodations documented below) Constitu…
- [FA-05 Enhancement: Recurring Invoicing & Collections - Integration Documentation](https://docs.encoreos.io/architecture/integrations/enhancement-recurring-invoicing-collections-integration.md): Spec: specs/fa/specs/FA-05-ENHANCEMENT-recurring-invoicing-collections.md Owner: FA (Finance & Accounting) Created: 2026-04-26 Status: ✅ Implemented (2026-04-2…
- [Enhancements Integration Document](https://docs.encoreos.io/architecture/integrations/enhancements-integration-hr-05.md): Version: 1.0.0 Last Updated: 2026-03-09 Spec: specs/hr/specs/HR-05-ENHANCEMENTS.md
- [HR-09-ENHANCEMENTS: ATS Enhancements Catalog — Integration](https://docs.encoreos.io/architecture/integrations/enhancements-integration-hr-09.md): Version: 1.0.0 Last Updated: 2026-03-24 Spec: HR-09 Enhancements Catalog Parent: HR-09 Applicant Tracking System Constitution reference: Section 1 (core bounda…
- [Integration Documentation: PM-44 — ERA Reconciliation & Underpayment Detection](https://docs.encoreos.io/architecture/integrations/era-reconciliation-underpayment-detection-integration.md): Version: 1.0 Created: 2026-04-08 Last Updated: 2026-04-08 Status: 📝 Planned
- [Error Handling & Monitoring — Integration Document](https://docs.encoreos.io/architecture/integrations/error-handling-monitoring-integration.md): Status: ✅ Complete Last Updated: 2026-03-14
- [Event & API Reference](https://docs.encoreos.io/architecture/integrations/event-api-reference.md): Spec: specs/ce/specs/CE-29-lead-to-patient-conversion-pipeline.md Status: ✅ Complete Last Updated: 2026-03-28
- [Event-Based Workflow Triggers - Integration](https://docs.encoreos.io/architecture/integrations/event-based-workflow-triggers-integration.md): Feature ID: FW-16 Status: ✅ Complete (All Phases) Spec Reference: FW-16-event-based-workflow-triggers.md Last Updated: 2026-03-17
- [Event Schema Registry Expansion — Integration Architecture](https://docs.encoreos.io/architecture/integrations/event-schema-registry-integration.md): Spec: FW-16-PHASE-2-EVENT-SCHEMA-EXPANSION Status: ✅ Complete Last Updated: 2026-03-20
- [Execution Step Checkpointing - Integration Contract](https://docs.encoreos.io/architecture/integrations/execution-step-checkpointing-integration.md): Feature ID: FW-48 Spec: specs/fw/specs/FW-48-execution-step-checkpointing.md Status: ✅ Implemented Owner Core: FW (Forms & Workflow)
- [Execution Timeout & Watchdog - Integration](https://docs.encoreos.io/architecture/integrations/execution-timeout-watchdog-integration.md): Feature ID: FW-49 Status: ✅ Implemented (2026-03-19) Spec Reference: FW-49-execution-timeout-watchdog.md Last Updated: 2026-03-16
- [External Webhook Triggers — Integration](https://docs.encoreos.io/architecture/integrations/external-webhook-triggers-integration.md): Feature ID: FW-59 Status: ✅ Implemented Spec Reference: FW-59-external-webhook-triggers.md Last Updated: 2026-03-22
- [Feature Flags — Integration Guide](https://docs.encoreos.io/architecture/integrations/feature-flags-integration.md): Version: 1.0.0 Status: ✅ Complete Module: PF (Platform Foundation) Spec: specs/pf/specs/PF-45-feature-flags-experimentation.md
- [FHIR Interoperability & Data Exchange — Integration](https://docs.encoreos.io/architecture/integrations/fhir-interoperability-data-exchange-integration.md): Feature ID: CL-16 Status: \U0001F4DD Planned -fhir-interoperability-data-exchange.md Last Updated: 2026-03-25
- [Final Paycheck & Termination Pay Compliance — Integration](https://docs.encoreos.io/architecture/integrations/final-paycheck-termination-pay-compliance-integration.md): Status: \U0001F4DD Planned Last Updated: 2026-03-25 Constitution: §1.2 (core boundaries), §1.3 (integration patterns)
- [Fingerprint Clearance Card Management — Integration](https://docs.encoreos.io/architecture/integrations/fingerprint-clearance-card-management-integration.md): Version: 1.0.1 Last Updated: 2026-03-24 Spec: HR-28 Fingerprint Clearance Card Management Constitution Reference: Section 1.2 (Core Independence), Section 1.3…
- [FLSA Classification & Compliance Engine — Integration Documentation](https://docs.encoreos.io/architecture/integrations/flsa-classification-integration.md): -flsa-classification-compliance-engine.md Status: \U0001F4DD Planned Last Updated: 2026-03-25
- [Form Field Lookups — Integration](https://docs.encoreos.io/architecture/integrations/form-field-lookups-integration.md): Feature ID: FW-15 Status: ✅ Phase 1 Complete; \U0001F4CB Phase 2/3 Specified -form-field-lookups.md Expansion: FW-15-PHASE-2-3-EXPANSION.md Last Updated: 20…
- [Form Prefill & Smart Defaults — Integration](https://docs.encoreos.io/architecture/integrations/form-prefill-smart-defaults-integration.md): Feature ID: FW-60 Status: \U0001F4DD Planned -form-prefill-smart-defaults.md Plan: FW-60-form-prefill-smart-defaults-PLAN.md Last Updated: 2026-03-22 (submi…
- [Form & Workflow Dependency Graph - Integration](https://docs.encoreos.io/architecture/integrations/form-workflow-dependency-graph-integration.md): Feature ID: FW-55 Status: 📋 Specification Spec Reference: FW-55-form-workflow-dependency-graph.md Last Updated: 2026-03-22 (audit action names aligned with sp…
- [Good Faith Estimate & Price Transparency — Integration](https://docs.encoreos.io/architecture/integrations/good-faith-estimate-price-transparency-integration.md): Version: 1.0.0 Last Updated: 2026-02-27 Status: ✅ Complete Spec: PM-20-good-faith-estimate-price-transparency
- [Google Workspace Integration — Integration Contract](https://docs.encoreos.io/architecture/integrations/google-workspace-integration-integration.md): Version: 1.0.0 Last Updated: 2026-04-28 Spec: PF-101 Google Workspace Integration Status: Planned Constitution Reference: Section 1.3 (Integration Patterns), S…
- [Integration Contract: Group Encounter Generation](https://docs.encoreos.io/architecture/integrations/group-encounter-generation-integration.md): Version: 1.0.0 Last Updated: 2026-04-08 Constitution Reference: Section 1.2 (Core Independence), Section 1.3 (Integration Patterns) Source: CL-14-EN-01 Spec Re…
- [Group Therapy Documentation — Integration](https://docs.encoreos.io/architecture/integrations/group-therapy-documentation-integration.md): Feature ID: CL-14 Status: 📝 Planned Spec Reference: CL-14-group-therapy-documentation.md Last Updated: 2026-02-21
- [Gusto Embedded Payroll - Integration Documentation](https://docs.encoreos.io/architecture/integrations/gusto-embedded-payroll-integration.md): Feature ID: PF-65 Status: 📝 Planned Created: 2026-02-05 Version: v1.0.0 Spec Reference: specs/pf/specs/PF-65-gusto-embedded-payroll-integration.md (v1.0)
- [Healthcare Workflow Patterns Library — Integration](https://docs.encoreos.io/architecture/integrations/healthcare-workflow-patterns-integration.md): Status: 📝 Planned Spec: specs/fw/specs/FW-57-healthcare-workflow-patterns-library.md Last Updated: 2026-03-22
- [HEDIS FUH/FUM Compliance Tracking — Integration](https://docs.encoreos.io/architecture/integrations/hedis-fuh-fum-tracking-integration.md): Feature ID: CL-29-EN-65 Parent: CL-29 Discharge & Aftercare Planning — CL-29-discharge-aftercare-planning-INTEGRATION.md Status: 📋 Specification Spec Referenc…
- [Integration Documentation](https://docs.encoreos.io/architecture/integrations/index.md): Version: 2.1.0 Last Updated: 2026-03-23 Constitution Reference: Section 1.3 (Integration Patterns)
- [Insurance & Eligibility Verification — Integration](https://docs.encoreos.io/architecture/integrations/insurance-eligibility-verification-integration.md): Feature ID: PM-02 Status: 📝 Planned Last Verified: 2026-02-18 Spec Reference: PM-02-insurance-eligibility-verification.md Last Updated: 2026-02-18
- [Intake Appointment Automation — Integration Document](https://docs.encoreos.io/architecture/integrations/intake-appointment-automation-integration.md): Version: 1.0 Last Updated: 2026-03-27 Spec: specs/pm/specs/PM-38-intake-appointment-automation-provider-matching.md Status: ✅ Complete
- [Intake Funnel Analytics & Reporting — Integration Documentation](https://docs.encoreos.io/architecture/integrations/intake-funnel-analytics-integration.md): Spec: PM-41 Status: ✅ Complete — All 4 Phases (2026-03-29) Last Updated: 2026-03-29
- [Intake Screening & Triage Workflow — Integration Documentation](https://docs.encoreos.io/architecture/integrations/intake-screening-integration.md): Status: ✅ Complete Last Updated: 2026-03-28
- [Internal Real-Time Messaging – Integration](https://docs.encoreos.io/architecture/integrations/internal-real-time-messaging-integration.md): Feature ID: PF-67 Status: ✅ Implemented (All 3 Phases Complete) Last Updated: 2026-04-09 Spec: PF-67-internal-real-time-messaging.md Plan: PF-67-internal-real-…
- [Job Descriptions & Agreements – Integration Contract](https://docs.encoreos.io/architecture/integrations/job-descriptions-agreements-integration.md): Version: 1.0.0 Created: 2026-02-05 Last Updated: 2026-02-05 Status: ✅ Phase 1 Complete; Phase 2 Complete Owner: HR (Workforce & HRIS) Spec Reference: HR-21-job…
- [Integration Notes](https://docs.encoreos.io/architecture/integrations/jurisdiction-aware-assessment-requirements-integration.md): Feature ID: CL-02-EN-60 Core: CL Status: ✅ Complete Last Updated: 2026-04-03
- [Integration Contract](https://docs.encoreos.io/architecture/integrations/jurisdiction-aware-billing-rules-integration.md): Spec: specs/pm/specs/PM-07-EN-13-jurisdiction-aware-billing-rules.md Feature ID: PM-07-EN-13 Core: PM Status: Draft (ready for implementation pending review)
- [Integration Contract](https://docs.encoreos.io/architecture/integrations/jurisdiction-aware-filing-deadlines-integration.md): Spec: specs/pm/specs/PM-08-EN-13-jurisdiction-aware-filing-deadlines.md Feature ID: PM-08-EN-13 Core: PM Status: ✅ Complete
- [Integration Notes](https://docs.encoreos.io/architecture/integrations/jurisdiction-aware-patient-identifiers-integration.md): Feature ID: PM-01-EN-02 Core: PM Status: ✅ Complete Last Updated: 2026-04-02
- [CL-04-EN-67: Jurisdiction-Aware Progress Note Requirements — Integration Document](https://docs.encoreos.io/architecture/integrations/jurisdiction-aware-progress-note-requirements-integration.md): Feature ID: CL-04-EN-67 Core: CL Status: ✅ Complete Spec: CL-04-EN-67 Last Updated: 2026-04-09
- [Knowledge Base System - Integration Documentation](https://docs.encoreos.io/architecture/integrations/knowledge-base-integration.md): Feature ID: PF-61 Status: 📝 Planned Created: 2026-01-28 Version: v1.0.0 Spec Reference: specs/pf/specs/PF-61-knowledge-base-system.md (v1.0.0)
- [Lab & Diagnostic Orders & Results — Integration Document](https://docs.encoreos.io/architecture/integrations/lab-diagnostic-orders-results-integration.md): Version: 1.0.0 Last Updated: 2026-02-19 Status: 📝 Planned Spec Reference: specs/cl/specs/CL-09-lab-diagnostic-orders-results.md
- [Lead-to-Patient Conversion Pipeline — Integration Documentation](https://docs.encoreos.io/architecture/integrations/lead-conversion-integration.md): Spec: specs/ce/specs/CE-29-lead-to-patient-conversion-pipeline.md Status: ✅ Complete Last Updated: 2026-03-28
- [Managed Care Authorization Tracking — Integration Documentation](https://docs.encoreos.io/architecture/integrations/managed-care-authorization-tracking-integration.md): Spec: specs/pm/specs/PM-47-managed-care-authorization-tracking.md Status: 📋 Planned Last Updated: 2026-04-07
- [GR-19: Mandatory In-Service Training Compliance Monitor — Integration Contracts](https://docs.encoreos.io/architecture/integrations/mandatory-inservice-compliance-monitor-integration.md): Version: 1.0 Last Updated: 2026-04-24 Status: 📝 Planned Spec Reference: GR-19-mandatory-inservice-compliance-monitor.md Plan Reference: GR-19-mandatory-inserv…
- [Medicaid State Compliance Configuration — Integration Documentation](https://docs.encoreos.io/architecture/integrations/medicaid-state-compliance-configuration-integration.md): Spec: specs/pf/specs/PF-96-medicaid-state-compliance-configuration.md Owner: PF (Platform Foundation) Created: 2026-03-29
- [Medical Record Export & Document Generation — Integration](https://docs.encoreos.io/architecture/integrations/medical-record-export-document-generation-integration.md): Feature ID: CL-20 Status: ✅ Implemented Spec Reference: CL-20-medical-record-export-document-generation.md Last Updated: 2026-02-23
- [Medical Terminology & Code Libraries — Integration](https://docs.encoreos.io/architecture/integrations/medical-terminology-code-libraries-integration.md): Feature ID: PF-70 Status: ✅ Complete Spec Reference: PF-70-medical-terminology-code-libraries.md Last Updated: 2026-02-27 Last Verified: 2026-02-27
- [Medication-Assisted Treatment (MAT/MOUD) Tracking — Integration](https://docs.encoreos.io/architecture/integrations/medication-assisted-treatment-moud-tracking-integration.md): Feature ID: CL-21 Status: 🏗️ Scaffolded (event contracts are placeholders) Spec Reference: CL-21-medication-assisted-treatment-moud-tracking.md Last Updated:…
- [Medication Management & Reconciliation — Integration](https://docs.encoreos.io/architecture/integrations/medication-management-integration.md): Feature ID: CL-05 Status: ✅ Implemented Spec Reference: CL-05-medication-management-reconciliation.md Last Updated: 2026-02-17 Last Verified: 2026-02-18
- [Migration Management UI — Integration](https://docs.encoreos.io/architecture/integrations/migration-management-integration.md): Feature ID: PF-53 Status: \U0001F4DD Planned -migration-management-ui.md Last Updated: 2026-03-04
- [Mobile App Security — Biometric, PIN, Session Lock — Integration](https://docs.encoreos.io/architecture/integrations/mobile-app-security-integration.md): Feature ID: PF-79 Status: ✅ Phase 1 & 2 Complete Spec: PF-79-mobile-app-security-biometric-pin-session-lock.md Last Updated: 2026-03-13
- [Multi-Page Forms — Integration](https://docs.encoreos.io/architecture/integrations/multi-page-forms-integration.md): Feature ID: FW-05 Status: ✅ Complete (All Phases) Spec: FW-05-multi-page-forms.md Last Updated: 2026-03-17
- [Multi-Site & Multi-NPI Configuration — Integration](https://docs.encoreos.io/architecture/integrations/multi-site-multi-npi-configuration-integration.md): Version: 1.0.0 Status: ✅ Complete — 2026-03-01 Last Updated: 2026-02-27 Spec: PM-27 Multi-Site & Multi-NPI Configuration Constitution Reference: Section 1.2 (C…
- [Multi-Tenant Host & URL Strategy — Integration](https://docs.encoreos.io/architecture/integrations/multi-tenant-host-url-strategy-integration.md): Feature ID: PF-81 Status: \U0001F4CB Specification -multi-tenant-host-url-strategy.md Last Updated: 2026-03-25
- [Multi-Tenant Organization API Access — Integration](https://docs.encoreos.io/architecture/integrations/multi-tenant-organization-api-access-integration.md): Status: Planned (specification) Canonical spec: specs/pf/specs/PF-97-multi-tenant-organization-api-access.md Tasks: specs/pf/tasks/PF-97-TASKS.md
- [Multi-Timezone Organization Management - Integration](https://docs.encoreos.io/architecture/integrations/multi-timezone-organization-management-integration.md): Feature ID: PF-94 Status: 📋 Specification Spec Reference: PF-94-multi-timezone-organization-management.md Last Updated: 2026-03-23
- [Natural Language Workflow Generation - Integration](https://docs.encoreos.io/architecture/integrations/natural-language-workflow-generation-integration.md): Feature ID: FW-50 Status: 📋 Specification Spec Reference: FW-50-natural-language-workflow-generation.md Last Updated: 2026-03-20
- [Nonprofit Governance Controls — Integration Document](https://docs.encoreos.io/architecture/integrations/nonprofit-governance-controls-integration.md): Feature ID: GR-15 Version: 1.0 Status: 📋 Planned Created: 2026-03-07 Owner: GR (Governance & Compliance) Based On: specs/gr/specs/GR-15-nonprofit-governance-c…
- [Integration: CL-04-EN-66 — Note Quality Pre-Submission Validation](https://docs.encoreos.io/architecture/integrations/note-quality-pre-submission-validation-integration.md): Spec: specs/cl/specs/CL-04-EN-66-note-quality-pre-submission-validation.md Core: CL (Clinical & EHR) Status: ✅ Complete Last Updated: 2026-04-03 Version: 1.0 (…
- [Onboarding & Offboarding — Integration](https://docs.encoreos.io/architecture/integrations/onboarding-offboarding-integration.md): Version: 1.0.0 Last Updated: 2026-03-20 Spec: HR-03 Onboarding & Offboarding Constitution Reference: Section 1.2 (Core Independence), Section 1.3 (Integration…
- [Integration Documentation: PM-55 — ONC HTI-1 / USCDI v3 Patient Access API](https://docs.encoreos.io/architecture/integrations/onc-hti1-uscdi-v3-patient-access-api-integration.md): Created: 2026-05-06 Status: \U0001F4DD Planned (WS1 — schema + permissions)
- [Org Data Sync & Lineage Integration](https://docs.encoreos.io/architecture/integrations/org-data-sync-lineage-integration.md): Version: 1.0 Status: ✅ Implemented Last Updated: 2026-02-27
- [Organization URL Routing — Integration](https://docs.encoreos.io/architecture/integrations/organization-url-routing-integration.md): Feature ID: PF-74 Status: \U0001F4CB Specification -organization-url-routing.md Last Updated: 2026-03-24
- [OTP / MAT-Specific Billing — Integration Document](https://docs.encoreos.io/architecture/integrations/otp-mat-billing-integration.md): OTP/MAT-Specific Billing Status: \U0001F6A7 In Progress (Phase 1 complete; Phase 2 OTP scrubbing rules pending) Last Updated: 2026-03-26 Owner: PM (Practic…
- [Outcomes Tracking & Measurement — Integration](https://docs.encoreos.io/architecture/integrations/outcomes-tracking-measurement-integration.md): Feature ID: CL-10 Status: 📋 Spec approved; implementation pending Spec Reference: CL-10-outcomes-tracking-measurement.md Last Updated: 2026-02-19
- [Participation & Attendance — Integration](https://docs.encoreos.io/architecture/integrations/participation-attendance-integration.md): Version: 1.0.0 Last Updated: 2026-03-20 Spec: RH-04 Participation & Attendance Constitution Reference: Section 1.2 (Core Independence), Section 1.3 (Integratio…
- [Patient Chart & Clinical Summary — Integration](https://docs.encoreos.io/architecture/integrations/patient-chart-clinical-summary-integration.md): Feature ID: CL-01 Status: ✅ Implemented Spec Reference: CL-01-patient-chart-clinical-summary.md Last Updated: 2026-02-17 Last Verified: 2026-02-19
- [PM-48: Patient Cost Estimation & Financial Clearance — Integration Documentation](https://docs.encoreos.io/architecture/integrations/patient-cost-estimation-financial-clearance-integration.md): Status: \U0001F4DD Planned Created: 2026-04-07
- [Patient Financial Counseling & Charity Care — Integration Documentation](https://docs.encoreos.io/architecture/integrations/patient-financial-counseling-integration.md): Spec: PM-32 Status: ✅ Complete Last Updated: 2026-04-03 Owner: PM (Practice Management)
- [Patient Identity Boundary — Integration](https://docs.encoreos.io/architecture/integrations/patient-identity-boundary-integration.md): Feature ID: PF-71 Status: ✅ Implemented Spec Reference: PF-71-patient-identity-boundary.md Last Updated: 2026-02-18
- [Patient Merge Workflow — Integration Notes](https://docs.encoreos.io/architecture/integrations/patient-merge-workflow-integration.md): Owner: PM (Practice Management) Spec: specs/pm/specs/PM-01-EN-01-patient-merge-workflow.md Companion (UI): specs/pm/specs/PM-01-EN-03-patient-merge-ui-workflow…
- [Patient Payment Plans & Collections — Integration Documentation](https://docs.encoreos.io/architecture/integrations/patient-payment-plans-collections-integration.md): Feature ID: PM-45 Owner: PM (Practice Management) Created: 2026-04-08 Status: 📝 Planned
- [Patient Portal & Self-Service — Integration Contracts](https://docs.encoreos.io/architecture/integrations/patient-portal-self-service-integration.md): Version: 1.1.0 Last Updated: 2026-02-23 Status: Complete (all features including T11 Clinical Record Access)
- [Patient Registration & Demographics — Integration](https://docs.encoreos.io/architecture/integrations/patient-registration-demographics-integration.md): Feature ID: PM-01 Status: 🚧 In Progress Last Verified: 2026-02-18 Spec Reference: PM-01-patient-registration-demographics.md Last Updated: 2026-02-18
- [Patient-Reported Outcomes & Self-Service Portal — Integration](https://docs.encoreos.io/architecture/integrations/patient-reported-outcomes-self-service-portal-integration.md): Feature ID: CL-26 Status: 📋 Spec approved; implementation pending Spec Reference: CL-26-patient-reported-outcomes-self-service-portal.md Last Updated: 2026-02…
- [Patient Statement Generation & Billing Communications — Integration](https://docs.encoreos.io/architecture/integrations/patient-statement-generation-billing-communications-integration.md): Version: 1.0.0 Last Updated: 2026-02-23 Status: ✅ Implemented Last Verified: 2026-02-23 Spec: PM-16-patient-statement-generation-billing-communications
- [Payer Enrollment & EDI Onboarding — Integration Contract](https://docs.encoreos.io/architecture/integrations/payer-enrollment-edi-onboarding-integration.md): Status: ✅ Complete Spec Reference: specs/pm/specs/PM-46-payer-enrollment-edi-onboarding.md Last Updated: 2026-04-08
- [Payer Portal Automation (RPA) — Integration Documentation](https://docs.encoreos.io/architecture/integrations/payer-portal-automation-rpa-integration.md): Created: 2026-04-07 Status: \U0001F4DD Planned
- [Integration Contract: PM-07-EN-14 Payer-Specific Modifier Rules Engine](https://docs.encoreos.io/architecture/integrations/payer-specific-modifier-rules-engine-integration.md): Spec Reference: specs/pm/specs/PM-07-EN-14-payer-specific-modifier-rules-engine.md Core: PM Status: Draft Last Updated: 2026-04-02
- [Payment Posting & ERA Processing — Integration](https://docs.encoreos.io/architecture/integrations/payment-posting-era-processing-integration.md): Version: 1.0.0 Last Updated: 2026-02-19 Spec: PM-09 Payment Posting & ERA Processing Constitution Reference: Section 1.2 (Core Independence), Section 1.3 (Inte…
- [Peer Recovery Support Services — Integration](https://docs.encoreos.io/architecture/integrations/peer-recovery-support-services-integration.md): Feature ID: CL-19 Status: ✅ Implemented Spec Reference: CL-19-peer-recovery-support-services.md Last Updated: 2026-02-23
- [Performance Budget Enforcement — Integration](https://docs.encoreos.io/architecture/integrations/performance-budget-enforcement-integration.md): Feature ID: PF-92 Status: \U0001F4CB Specification -performance-budget-enforcement.md Last Updated: 2026-03-23
- [Performance Management — Integration](https://docs.encoreos.io/architecture/integrations/performance-management-integration.md): Version: 1.0.0 Last Updated: 2026-03-20 Spec: HR-10 Performance Management Constitution Reference: Section 1.2 (Core Independence), Section 1.3 (Integration Pa…
- [Phase 2 & 3: Error Handling & Monitoring Expansion — Integration](https://docs.encoreos.io/architecture/integrations/phase-2-3-integration-pf-07.md): Feature ID: PF-07 (Phase 2 & 3) Spec: PF-07-error-handling-monitoring.md Expansion Spec: PF-07-PHASE-2-3-EXPANSION.md Last Updated: 2026-03-11
- [PF-37 Phase 2 & 3: Gesture Preferences, Analytics, Advanced Gestures — Integration](https://docs.encoreos.io/architecture/integrations/phase-2-3-integration-pf-37.md): Status: ✅ Complete — 2026-03-05 Spec Reference: PF-37 Phase 2 & 3 Expansion Parent: PF-37 Mobile Swipe Gestures Last Updated: 2026-03-04
- [Phase 2 & 3 Integration](https://docs.encoreos.io/architecture/integrations/phase2-3-integration.md): -PHASE-2-3-EXPANSION.md Parent -bank-reconciliation.md Status: \U0001F4DD Planned
- [Plaid Bank Feed Integration Contract](https://docs.encoreos.io/architecture/integrations/plaid-integration.md): Version: 1.0.0 Created: 2026-01-28 Updated: 2026-01-29 Status: 📋 Planned Owner: FA (Finance & Accounting)
- [Platform Accessibility (a11y) Infrastructure — Integration](https://docs.encoreos.io/architecture/integrations/platform-accessibility-infrastructure-integration.md): Feature ID: PF-93 Status: ✅ Complete Spec: PF-93-platform-accessibility-infrastructure.md Last Updated: 2026-03-30
- [PF-100: Platform Ambient Transcription & AI Note Generation — Integration Contract](https://docs.encoreos.io/architecture/integrations/platform-ambient-transcription-integration.md): Owner: PF (Platform Foundation) Status: 📋 Specification Spec: specs/pf/specs/PF-100-platform-ambient-transcription-and-note-generation.md Last Updated: 2026-0…
- [Platform Email Signature Service - Integration](https://docs.encoreos.io/architecture/integrations/platform-email-signature-service-integration.md): Feature ID: PF-86 Status: ✅ Complete Spec Reference: PF-86-platform-email-signature-service.md Last Updated: 2026-03-20
- [Platform Integration Hooks — Integration Documentation](https://docs.encoreos.io/architecture/integrations/platform-integration-hooks-integration.md): Spec: CL-39-platform-integration-layer-implementation.md Status: ✅ Complete Last Updated: 2026-03-29
- [PM System Configuration & Admin Settings — Integration](https://docs.encoreos.io/architecture/integrations/pm-system-configuration-admin-settings-integration.md): Version: 1.0.0 Status: \U0001F4DD Planned Last Updated: 2026-03-02 PM System Configuration & Admin Settings Constitution Reference: Section 1.2 (Core Indep…
- [PM-Triggered Business Rule Automation — Integration](https://docs.encoreos.io/architecture/integrations/pm-triggered-business-rule-automation-integration.md): Version: 1.0.0 Status: \U0001F528 In Progress Last Updated: 2026-02-23 PM-Triggered Business Rule Automation Constitution Reference: Section 1.3 (Integrati…
- [Population Health & Care Gap Management — Integration Documentation](https://docs.encoreos.io/architecture/integrations/population-health-integration.md): Spec: specs/cl/specs/CL-35-population-health-care-gap-management.md Status: Phase 2/3 ✅ Complete (2026-04-01) — Phase 2 schema parity gap closed 2026-05-11: cl…
- [Prior Authorization Management — Integration](https://docs.encoreos.io/architecture/integrations/prior-authorization-management-integration.md): Feature ID: PM-10 Status: ✅ Implemented Last Verified: 2026-02-22 Spec Reference: PM-10-prior-authorization-management.md Last Updated: 2026-02-22
- [↔ PM-07: Problem List → Encounter Diagnosis Pre-population — Integration](https://docs.encoreos.io/architecture/integrations/problem-list-billing-integration.md): Feature ID: CL-46 (publisher) ↔ PM-07 (subscriber) Status: 📝 Planned (pending CL-46 Phase 1 + compliance review) Spec Reference: CL-46-problem-list-management…
- [Procedure Analytics & Compliance Effectiveness — Integration Contracts](https://docs.encoreos.io/architecture/integrations/procedure-analytics-integration.md): Feature ID: GR-13 Feature Status: ✅ Complete | Downstream Integrations: 📝 Planned Last Updated: 2026-03-07 Owning Core: GR (Governance & Compliance) Constitut…
- [Programs & Phases (120-Day Model) — Integration](https://docs.encoreos.io/architecture/integrations/programs-phases-integration.md): Version: 1.0.0 Last Updated: 2026-05-08 Spec: RH-02 Programs & Phases Constitution Reference: Section 1.2 (Core Independence), Section 1.3 (Integration Pattern…
- [Progress Notes & Session Documentation — Integration](https://docs.encoreos.io/architecture/integrations/progress-notes-session-documentation-integration.md): Feature ID: CL-04 Status: ✅ Implemented Spec Reference: CL-04-progress-notes-session-documentation.md Last Updated: 2026-02-18 Last Verified: 2026-02-18
- [Provider Credentialing & Enrollment Verification — Integration](https://docs.encoreos.io/architecture/integrations/provider-credentialing-enrollment-verification-integration.md): Version: 1.0.0 Status: \U0001F4DD Planned Last Updated: 2026-02-23 Provider Credentialing & Enrollment Verification Constitution Reference: Section 1.3 (In…
- [Provider Schedule & Availability — Integration](https://docs.encoreos.io/architecture/integrations/provider-schedule-availability-integration.md): Feature ID: PM-05 Status: ✅ Complete (shipped 2026-02-20) Spec: PM-05-provider-schedule-availability.md Last Updated: 2026-05-04
- [Psychotherapy Notes Protection — Integration](https://docs.encoreos.io/architecture/integrations/psychotherapy-notes-protection-integration.md): Feature ID: CL-30 Status: 📝 Planned Spec Reference: CL-30-psychotherapy-notes-protection.md Last Updated: 2026-02-24
- [Query Performance Monitoring — Integration](https://docs.encoreos.io/architecture/integrations/query-performance-monitoring-integration.md): Feature ID: PF-52 Status: ✅ Complete — 2026-03-05 Spec: PF-52-query-performance-monitoring.md Last Updated: 2026-03-04
- [RAG Infrastructure Integration Documentation](https://docs.encoreos.io/architecture/integrations/rag-infrastructure-integration.md): Feature ID: PF-60 Version: 1.0 Last Updated: 2026-01-30 Status: 📋 Specification
- [Ramp Corporate Cards & Spend Integration Contract](https://docs.encoreos.io/architecture/integrations/ramp-integration.md): Version: 1.0.0 Created: 2026-02-23 Updated: 2026-02-24 Status: 🏗️ Scaffolded (Phase 1 — gateway integration pending sandbox credentials) Owner: FA (Finance &…
- [Rate Limiting & Throttling — Integration](https://docs.encoreos.io/architecture/integrations/rate-limiting-throttling-integration.md): Status: ✅ Complete — 2026-03-06 (Phase 1–3) Spec Reference: PF-42 Rate Limiting & Throttling Last Updated: 2026-03-04
- [Real-Time Eligibility at Check-In — Integration Document](https://docs.encoreos.io/architecture/integrations/realtime-eligibility-checkin-integration.md): Status: \U0001F4CB Stub — Schemas to be completed during implementation Last Updated: 2026-03-02 Integration Pattern: Event (appointment status trigger) +…
- [Referral Management & Tracking — Integration](https://docs.encoreos.io/architecture/integrations/referral-management-integration.md): Version: 1.0.0 Last Updated: 2026-02-17 Spec: PM-06 Referral Management & Tracking Constitution Reference: Section 1.2 (Core Independence), Section 1.3 (Integr…
- [Integration Documentation: PM-53 — Refund, Recoupment & Takeback Management](https://docs.encoreos.io/architecture/integrations/refund-recoupment-takeback-management-integration.md): Version: 0.1 (stub created by spec-review 2026-04-19) Created: 2026-04-19 Last Updated: 2026-04-19 Status: 📝 Planned (stub — to be expanded during Phase A imp…
- [Regulatory Change Management — Integration Contract](https://docs.encoreos.io/architecture/integrations/regulatory-change-management-integration.md): Feature ID: GR-17 Regulatory Change Management Version: 1.0 Status: \U0001F4DD Planned Last Updated: 2026-04-19 Owner: GR (Governance & Risk)
- [Regulatory Incident Reporting Automation — Integration Contract](https://docs.encoreos.io/architecture/integrations/regulatory-incident-reporting-automation-integration.md): Feature ID: GR-14 Spec: GR-14 Regulatory Incident Reporting Automation Version: 1.0 Status: ✅ Complete Last Updated: 2026-03-07 Owner: GR (Governance & Risk)
- [Integration Documentation: PM-49 — Revenue Cycle Automation Rules Engine](https://docs.encoreos.io/architecture/integrations/revenue-cycle-automation-rules-engine-integration.md): Created: 2026-04-07 Status: \U0001F4DD Planned
- [Revenue Cycle Dashboard & Analytics — Integration](https://docs.encoreos.io/architecture/integrations/revenue-cycle-dashboard-analytics-integration.md): Version: 1.2.0 Last Updated: 2026-02-22 Status: ✅ Implemented Last Verified: 2026-02-22 Spec: PM-11 Revenue Cycle Dashboard & Analytics Constitution Reference:…
- [Revenue Recognition (Advanced) — Integration](https://docs.encoreos.io/architecture/integrations/revenue-recognition-advanced-integration.md): Spec ID: FA-18 Status: 📋 Contract frozen (implementation 📝 Planned — no production RPC until migrations ship) Last Updated: 2026-04-26
- [/ RH: program_id Data Contract](https://docs.encoreos.io/architecture/integrations/rh-program-id-data-contract.md): Contract ID: CL-10-RH-program-id Last Updated: 2026-02-19 Related: CL-10-outcomes-tracking-measurement-INTEGRATION.md
- [Safety Events & Compliance Integration Contract](https://docs.encoreos.io/architecture/integrations/safety-events-compliance-integration.md): Feature: RH-03 Core Owner: RH Status: 📝 Planned Last Updated: 2026-05-08
- [SDOH Screening & Social Needs — Integration](https://docs.encoreos.io/architecture/integrations/sdoh-screening-integration.md): Feature ID: CL-18 Status: ✅ Implemented Spec Reference: CL-18-sdoh-screening-social-needs.md Last Updated: 2026-02-23 Last Verified: 2026-02-23
- [Secure Messaging — Integration](https://docs.encoreos.io/architecture/integrations/secure-messaging-integration.md): Version: 1.0 Last Updated: 2026-02-21 Spec: PM-14 Secure Messaging Constitution Reference: Section 1.2 (Core Independence), Section 1.3 (Integration Patterns)
- [Security Event Monitoring & Alerting — Integration](https://docs.encoreos.io/architecture/integrations/security-event-monitoring-integration.md): Feature ID: PF-48 Status: ✅ Complete Spec: PF-48-security-event-monitoring.md Last Updated: 2026-02-12
- [Server-Side Condition Evaluation Integration](https://docs.encoreos.io/architecture/integrations/server-side-condition-evaluation-integration.md): Status: ✅ Complete Spec Reference: PF-32 Server-Side Expansion Last Updated: 2026-03-15
- [SKILL.md Format and Field Mapping](https://docs.encoreos.io/architecture/integrations/skill-md-mapping.md): Version: 1.0 Last Updated: 2026-03-10 Status: ✅ Complete
- [SLA Management Platform Layer — Integration](https://docs.encoreos.io/architecture/integrations/sla-management-platform-layer-integration.md): Feature ID: PF-83 Status: ✅ Implemented (Phase 1) Spec: PF-83-sla-management-platform-layer.md Last Updated: 2026-03-17
- [SMS Messaging Integration Contract](https://docs.encoreos.io/architecture/integrations/sms-integration.md): Version: 1.0.0 Created: 2026-01-24 Status: ✅ Implemented Spec Reference: specs/ce/specs/CE-08-sms-messaging-integration.md
- [Succession Planning — Integration](https://docs.encoreos.io/architecture/integrations/succession-planning-integration.md): Version: 1.0.0 Last Updated: 2026-03-20 Spec: HR-16 Succession Planning Constitution Reference: Section 1.2 (Core Independence), Section 1.3 (Integration Patte…
- [Suicide Risk Screening & Safety Planning — Integration](https://docs.encoreos.io/architecture/integrations/suicide-risk-screening-safety-planning-integration.md): Feature ID: CL-07 Status: ✅ Implemented Last Verified: 2026-02-19 Spec Reference: CL-07-suicide-risk-screening-safety-planning.md Last Updated: 2026-02-19 (PF-…
- [System Health Dashboard — Integration](https://docs.encoreos.io/architecture/integrations/system-health-dashboard-integration.md): Feature ID: PF-36 Status: ✅ Phase 1 & Phase 2 Complete Spec: PF-36-system-health-dashboard.md Phase 2 Expansion: PF-36-PHASE-2-EXPANSION.md Last Updated: 2026-…
- [Tax Reporting & Compliance — Integration](https://docs.encoreos.io/architecture/integrations/tax-reporting-integration.md): Spec ID: FA-10 Status: 📝 Planned Last Updated: 2026-02-12
- [TEFCA/QHIN Connectivity — Integration](https://docs.encoreos.io/architecture/integrations/tefca-qhin-connectivity-integration.md): Feature ID: CL-16-EN-01 Status: \U0001F4DD Planned -tefca-qhin-connectivity.md Last Updated: 2026-04-09
- [Telehealth Documentation & Compliance — Integration](https://docs.encoreos.io/architecture/integrations/telehealth-documentation-compliance-integration.md): Feature ID: CL-24 Status: 📝 Planned Spec Reference: CL-24-telehealth-documentation-compliance.md Last Updated: 2026-02-24
- [Telehealth Integration — Integration Documentation](https://docs.encoreos.io/architecture/integrations/telehealth-integration-integration.md): Status: ✅ Complete Last Updated: 2026-02-22
- [Tenant Domain Management — Integration](https://docs.encoreos.io/architecture/integrations/tenant-domain-management-integration.md): Feature ID: PF-77 Status: \U0001F4DD Specification -tenant-domain-management.md Last Updated: 2026-03-13
- [Tenant Onboarding & Data Import — Integration](https://docs.encoreos.io/architecture/integrations/tenant-onboarding-data-import-integration.md): Status: 📋 Planned (spec reviewed and accepted 2026-03-24) Spec: specs/pf/specs/PF-88-tenant-onboarding-data-import.md Plan: specs/pf/plans/PF-88-tenant-onboar…
- [Tenant Resource Quotas & Usage Tracking — Integration](https://docs.encoreos.io/architecture/integrations/tenant-resource-quotas-integration.md): Status: 📝 Planned Spec Reference: PF-43 Tenant Resource Quotas Last Updated: 2026-03-14
- [Tenant White-Labeling & Theming — Integration](https://docs.encoreos.io/architecture/integrations/tenant-white-labeling-theming-integration.md): Feature ID: PF-95 Status: ✅ Complete (Phase 1–3; Phase 4 email branding deferred) Spec: PF-95-tenant-white-labeling-theming.md (v1.2.0) Last Updated: 2026-03-25
- [Integration Document: CL-02-EN-58 — Trauma-Informed Assessment Instruments](https://docs.encoreos.io/architecture/integrations/trauma-informed-assessments-integration.md): Feature ID: CL-02-EN-58 Created: 2026-03-04 Status: ✅ Complete
- [Treatment Planning — Integration](https://docs.encoreos.io/architecture/integrations/treatment-planning-integration.md): Feature ID: CL-03 Status: ✅ Implemented Spec Reference: CL-03-treatment-planning.md Last Updated: 2026-02-17 Last Verified: 2026-02-19
- [Unified Task System - Integration Documentation](https://docs.encoreos.io/architecture/integrations/unified-task-system-integration.md): Status: ✅ Phase 2/3 Complete — 2026-02-27
- [Value-Based Payment & APM Tracking — Integration](https://docs.encoreos.io/architecture/integrations/vbp-apm-integration.md): Version: 1.0 Last Updated: 2026-03-01 Status: ✅ Complete Spec: PM-25 Value-Based Payment & APM Tracking Constitution Reference: Section 1.2 (Core Independence)…
- [Virtual / Telehealth Group Therapy Integration](https://docs.encoreos.io/architecture/integrations/virtual-telehealth-group-therapy-integration.md): Feature ID: CL-55 Status: Planned Spec Reference: CL-55 virtual telehealth group therapy Last Updated: 2026-05-09
- [Vital Signs & Biometric Tracking — Integration](https://docs.encoreos.io/architecture/integrations/vital-signs-biometric-tracking-integration.md): Feature ID: CL-22 Status: ✅ Implemented Spec: CL-22-vital-signs-biometric-tracking.md Last Updated: 2026-02-23 Last Verified: 2026-02-23
- [Waitlist Management — Integration](https://docs.encoreos.io/architecture/integrations/waitlist-management-integration.md): Status: ✅ Complete Spec: specs/pm/specs/PM-39-waitlist-management-priority-scoring.md Last Updated: 2026-04-06
- [Website Chatbot Widget — Integration Document](https://docs.encoreos.io/architecture/integrations/website-chatbot-integration.md): Version: 1.0.0 Last Updated: 2026-03-08 Status: ✅ Implemented (Phase 1)
- [Workflow Builder with Swim Lane Visualization — Integration](https://docs.encoreos.io/architecture/integrations/workflow-builder-swim-lane-integration.md): Feature ID: PF-73 Status: ✅ Complete (Phase 1 + Phase 2 + Phase 3) — 2026-03-14 Spec Reference: PF-73-workflow-builder-swim-lane-visualization.md Last Updated:…
- [Workflow Execution Replay & Time Travel — Integration Contract](https://docs.encoreos.io/architecture/integrations/workflow-execution-replay-time-travel-integration.md): Feature ID: FW-56 Spec: specs/fw/specs/FW-56-workflow-execution-replay-time-travel.md Status: 📝 Planned Owner Core: FW (Forms & Workflow)
- [Workflow Import/Export & Portability — Integration](https://docs.encoreos.io/architecture/integrations/workflow-import-export-portability-integration.md): Feature ID: FW-52 Status: 📋 Specification Spec Reference: FW-52-workflow-import-export-portability.md Last Updated: 2026-03-22
- [Workflow Metrics & KPI Dashboards — Integration Documentation](https://docs.encoreos.io/architecture/integrations/workflow-metrics-kpi-dashboards-integration.md): Version: 1.0.0 Last Updated: 2026-03-23 Status: \U0001F4DD Planned
- [Workflow Rate Limiting & Throttling — Integration](https://docs.encoreos.io/architecture/integrations/workflow-rate-limiting-throttling-integration.md): Feature ID: FW-53 Status: ✅ Implemented (2026-03-23) Spec Reference: FW-53-workflow-rate-limiting-throttling.md Last Updated: 2026-03-23
- [Zero Suicide Framework Implementation - Integration](https://docs.encoreos.io/architecture/integrations/zero-suicide-framework-integration.md): Feature ID: CL-07-EN-01 Status: 📋 Planned Spec Reference: specs/cl/specs/CL-07-EN-01-zero-suicide-framework.md Last Updated: 2026-04-10
- [GR Module Navigation Worksheet](https://docs.encoreos.io/architecture/navigation/GR-MODULE-NAVIGATION.md): > Supporting documentation. This file documents GR module navigation structure. Parent spec: GR-01 (Policy Management). Formal specs live in specs/gr/. See Nav…
- [Custom Fields Guide – Organization Extensibility](https://docs.encoreos.io/architecture/patterns/CUSTOM_FIELDS_GUIDE.md): Version: 1.0.0 Last Updated: 2025-12-31 Status: ✅ Complete
- [Data Flow & Integration Patterns](https://docs.encoreos.io/architecture/patterns/DATA_FLOW.md): Version: 1.0.0 Last Updated: 2025-12-31 Status: Active
- [Integration Pattern Examples](https://docs.encoreos.io/architecture/patterns/INTEGRATION_EXAMPLES.md): Version: 2.0.0 Last Updated: 2025-01-12 Constitution Reference: Section 1.3 (Integration Patterns)
- [Organizational Data Structure Guide](https://docs.encoreos.io/architecture/patterns/ORGANIZATIONAL_DATA.md): Version: 1.0.0 Last Updated: 2025-12-31 Owner: Platform Foundation (PF)
- [Platform Cache](https://docs.encoreos.io/architecture/patterns/cache.md): Status: ✅ Complete Caching Layer & Strategy
- [Realtime Channel Authorization](https://docs.encoreos.io/architecture/security/realtime-channel-authorization.md): Status: Compensating controls in place. Scanner finding realtime_messages_no_rls ignored by policy. Last Updated: 2026-04-29
- [Core Dependency Graph](https://docs.encoreos.io/architecture/standards/CORE_DEPENDENCIES.md): Version: 1.0.0 Last Updated: 2025-12-31 Constitution Reference: Section 1.2 (Architecture & Module Boundaries)
- [Data Model Conventions: CL & PM Cores](https://docs.encoreos.io/architecture/standards/DATA-MODEL-CONVENTIONS.md): Version: 1.0.0 Last Updated: 2026-02-17 Constitution Reference: Section 5.2.1 (Table Standards) Source: CL-PM-SPEC-REVIEW Findings 3.3, 8.8
- [Encore Health OS Platform Data Dictionary](https://docs.encoreos.io/architecture/standards/DATA_DICTIONARY.md): Version: 1.0.0 Last Updated: 2026-01-15 Constitution Reference: Section 5 (Database Naming & Environment Guardrails)
- [JSONB Schema Definitions (CL & PM)](https://docs.encoreos.io/architecture/standards/JSONB-SCHEMAS-CL-PM.md): Version: 1.0.0 Last Updated: 2026-02-18 Source: CL-PM-SPEC-REVIEW Finding 8.6
- [Navigation Standard](https://docs.encoreos.io/architecture/standards/NAVIGATION_STANDARD.md): Version: 1.2.0 Last Updated: 2026-02-09 Status: Active
- [Permission Key Standard](https://docs.encoreos.io/architecture/standards/PERMISSION_KEY_STANDARD.md): Version: 1.0.0 Date: 2026-01-12 Status: Active
- [Encore Health OS Platform Terminology Glossary](https://docs.encoreos.io/architecture/standards/TERMINOLOGY.md): Version: 1.2.0 Last Updated: 2026-02-05 Status: Active
- [X12 EDI Technical Design Document](https://docs.encoreos.io/architecture/standards/X12-EDI-TECHNICAL-DESIGN.md): Version: 1.0.0 Last Updated: 2026-02-17 Source: CL-PM-SPEC-REVIEW Finding 8.7 Applicable Specs: PM-02, PM-08, PM-09, PM-15
- [Navigation Quick Reference & Implementation Guide](https://docs.encoreos.io/architecture/standards/navigation-quick-reference.md): Last Updated: 2025-01-25 Status: Active
- [Community Engagement Overview](https://docs.encoreos.io/ce/CE_OVERVIEW.md): Overview of the Community Engagement core in Encore Health OS — purpose, scope, and key responsibilities.
- [Activities](https://docs.encoreos.io/ce/activities.md): Search, filter, and export activity records logged across contacts and partners in the CE core.
- [Activity Analytics](https://docs.encoreos.io/ce/activity-analytics.md): Placeholder analytics screen for activity trends, engagement metrics, and team performance in the CE core.
- [Calendar Connections](https://docs.encoreos.io/ce/calendar-connections.md): Connect, disconnect, and manage Google Calendar or Microsoft Outlook sync for the CE core at /ce/settings/calendar.
- [Calendar Cron & Webhooks — Operational Runbook](https://docs.encoreos.io/ce/calendar-cron-webhooks.md): Feature ID: CE-21 Created: 2026-03-31 Status: ✅ Complete
- [Calendar & Scheduling — Admin Guide](https://docs.encoreos.io/ce/calendar-scheduling-admin-guide.md): Feature: CE-21 Calendar & Scheduling Integration
- [Calendar & Scheduling — User Guide](https://docs.encoreos.io/ce/calendar-scheduling-user-guide.md): Feature: CE-21 Calendar & Scheduling Integration
- [Call Analytics](https://docs.encoreos.io/ce/call-analytics.md): View call volume trends, disposition breakdown, and recording coverage metrics for the CE core.
- [Campaign Analytics](https://docs.encoreos.io/ce/campaign-analytics.md): Track campaign performance, ROI, and conversion metrics across CE marketing campaigns.
- [Campaign Details](https://docs.encoreos.io/ce/campaign-details.md): Individual campaign detail view — route /ce/campaigns/:id is not currently a registered standalone screen.
- [Campaigns](https://docs.encoreos.io/ce/campaigns.md): View, create, edit, and delete marketing campaigns for outreach, awareness, and engagement tracking.
- [CE Settings](https://docs.encoreos.io/ce/ce-settings.md): Configure module-level Community Engagement settings for contacts, leads, and crisis on-call at /ce/settings.
- [Communications Compliance](https://docs.encoreos.io/ce/communications-compliance.md): Monitor consent, suppressions, and audit trail across email and SMS channels in the CE core.
- [Community Engagement](https://docs.encoreos.io/ce/community-engagement.md): The /ce root route redirects automatically to the CE Dashboard — it is not a standalone screen.
- [Contact](https://docs.encoreos.io/ce/contact.md): View and manage a single CE contact's details, leads, calls, SMS, emails, relationships, and activity at /ce/contacts/:id.
- [Contacts](https://docs.encoreos.io/ce/contacts.md): View, search, filter, import, and create CE contacts — leads, referral contacts, and community members.
- [Contract Wizard](https://docs.encoreos.io/ce/contract-wizard.md): Step-by-step wizard for creating a new partner contract in the CE core at /ce/partners/:partnerId/contracts/wizard.
- [Crisis Queue](https://docs.encoreos.io/ce/crisis-queue.md): Triage queue for active Tier-1 and Tier-2 crisis detections with acknowledgement and escalation actions.
- [Dashboard](https://docs.encoreos.io/ce/dashboard.md): CE core dashboard showing live metrics for contacts, leads, calls, and conversion rate at /ce/dashboard.
- [Edit Web Form](https://docs.encoreos.io/ce/edit-web-form.md): Edit an existing web-to-lead form's fields, styling, and settings using the drag-drop builder at /ce/web-forms/:id/edit.
- [Email Templates](https://docs.encoreos.io/ce/email-templates.md): Create and manage reusable email templates with merge fields for CE outreach at /ce/email-templates.
- [Embed Code](https://docs.encoreos.io/ce/embed-code.md): The /ce/web-forms/:id/embed route is not a standalone screen — embed code is accessible as a tab on the web form detail page.
- [RingCentral Embeddable Calling - User Guide](https://docs.encoreos.io/ce/embeddable-user-guide.md): Version: 1.0.0 Last Updated: 2026-01-29 Feature: CE-14 RingCentral Embeddable Integration
- [Event Details](https://docs.encoreos.io/ce/event-details.md): The /ce/events/:id route is not currently a registered standalone screen in the CE core.
- [Events](https://docs.encoreos.io/ce/events.md): View, create, and manage CE marketing events with registration tracking and campaign association.
- [Intake Screening & Triage — Admin Guide](https://docs.encoreos.io/ce/intake-screening-admin-guide.md): Version: 1.0.0 Last Updated: 2026-03-28 Module: CE (Community Engagement) Status: Active
- [Intake Screening & Triage — User Guide](https://docs.encoreos.io/ce/intake-screening-user-guide.md): Version: 1.0.0 Last Updated: 2026-03-28 Module: CE (Community Engagement) Status: Active
- [Lead Details](https://docs.encoreos.io/ce/lead-details.md): View and manage a single CE lead's stage, contact info, screening history, and conversion status at /ce/leads/:id.
- [Lead Stages](https://docs.encoreos.io/ce/lead-stages.md): Configure and reorder the pipeline stages that leads progress through in the CE core.
- [Leads](https://docs.encoreos.io/ce/leads.md): Kanban-style lead pipeline for managing and tracking leads through configured stages in the CE core.
- [New Contact](https://docs.encoreos.io/ce/new-contact.md): The /ce/contacts/new route redirects to /ce/contacts?action=new — it is not a standalone screen.
- [New Partner](https://docs.encoreos.io/ce/new-partner.md): The /ce/partners/new route redirects to /ce/partners?action=new — it is not a standalone screen.
- [New Referral Source](https://docs.encoreos.io/ce/new-referral-source.md): The /ce/referral-sources/new route is not registered — referral source creation is managed on the Referral Sources list page.
- [New Sequence](https://docs.encoreos.io/ce/new-sequence.md): Create a new automated follow-up sequence template using the sequence form at /ce/sequences/new.
- [New Web Form](https://docs.encoreos.io/ce/new-web-form.md): Create a lead capture web form with field layout, styling, and live preview using the web form builder.
- [Partner Details](https://docs.encoreos.io/ce/partner-details.md): View and manage a single referral partner — contacts, contracts, call history, activity, emails, and progress tracking.
- [Partner Health](https://docs.encoreos.io/ce/partner-health.md): Dashboard showing aggregated partner performance statuses, progress updates, and risk indicators across a configurable date range.
- [Partner Onboarding](https://docs.encoreos.io/ce/partner-onboarding.md): Six-step guided wizard for creating a new referral partner — profile, contacts, contract setup, milestones, and review.
- [Partner Scorecard](https://docs.encoreos.io/ce/partner-scorecard.md): Analytics page showing partner performance metrics, referral tracking, and side-by-side partner comparison with export support.
- [Partners](https://docs.encoreos.io/ce/partners.md): Manage referral partners, treatment centers, and community organizations — search, filter, create, and delete partner records.
- [Pipeline Dashboard](https://docs.encoreos.io/ce/pipeline-dashboard.md): Lead funnel visualization, conversion rates, and pipeline health metrics with export support.
- [Pipeline Metrics](https://docs.encoreos.io/ce/pipeline-metrics.md): CE analytics hub — entry point for pipeline, partner scorecard, call analytics, campaign analytics, and activity analytics.
- [Referral Sources](https://docs.encoreos.io/ce/referral-sources.md): Manage the catalog of referral source categories used to track where leads originate.
- [RingCentral Setup](https://docs.encoreos.io/ce/ringcentral-setup.md): Step-through wizard for configuring the RingCentral telephony integration in Community Engagement.
- [Screening](https://docs.encoreos.io/ce/screening.md): Conduct intake screening for a lead — complete the screening form and review screening history for the lead record.
- [Screening Wizard](https://docs.encoreos.io/ce/screening-wizard.md): Multi-step intake screening and triage wizard for a lead, covering questionnaire, triage summary, and disposition with SLA tracking.
- [Segment Details](https://docs.encoreos.io/ce/segment-details.md): View and manage a single contact segment — definition, member count, and related campaign usage.
- [Segments](https://docs.encoreos.io/ce/segments.md): Create and manage contact segments for targeted outreach — search segments, track member counts, and create new segment definitions.
- [Sequence Details](https://docs.encoreos.io/ce/sequence-details.md): View and manage a single follow-up sequence — edit steps, review enrollments, analyze performance, and configure settings.
- [Sequence Wizard](https://docs.encoreos.io/ce/sequence-wizard.md): Guided wizard for building and publishing an automated follow-up sequence — define enrollment, build steps, configure exits, and publish.
- [Sequences](https://docs.encoreos.io/ce/sequences.md): List and manage automated follow-up sequence templates — view active sequences, enrollment counts, and completion rates.
- [Sequences User Guide](https://docs.encoreos.io/ce/sequences-user-guide.md): Automated follow-up sequences let CE teams enroll leads into a timed set of email, SMS, and task steps. Sequences can be manually triggered from a lead record…
- [SLA Dashboard](https://docs.encoreos.io/ce/sla-dashboard.md): Monitor intake screening SLA compliance — track missed, at-risk, and compliant screenings across program types and sites.
- [SMS Consent](https://docs.encoreos.io/ce/sms-consent.md): Admin interface for viewing and managing SMS consent records — filter by status, search by phone number, and export to CSV.
- [SMS Conversations](https://docs.encoreos.io/ce/sms-conversations.md): Monitor real-time SMS threads, review PHI risk before sending, compose and schedule messages, and retry failed sends.
- [SMS Templates](https://docs.encoreos.io/ce/sms-templates.md): Create and manage reusable SMS message templates with merge fields for personalized outreach.
- [Submissions](https://docs.encoreos.io/ce/submissions.md): View and manage inbound form submissions for a specific web form — filter by status, review pending entries, and track processing.
- [Suppressions](https://docs.encoreos.io/ce/suppressions.md): View and manage the communications suppression registry — filter by channel, reason, and source; remove suppressions with audit logging.
- [Telephony Setup](https://docs.encoreos.io/ce/telephony-setup.md): Entry point for telephony integration setup — currently mounts the RingCentral setup wizard at /ce/telephony/setup.
- [Web Form Details](https://docs.encoreos.io/ce/web-form-details.md): View form submission stats, manage active/inactive status, review and filter inbound submissions, access embed code, and configure form settings.
- [Web Forms](https://docs.encoreos.io/ce/web-forms.md): Create and manage lead capture web forms — search, filter by status, view submission counts, and delete forms with confirmation.
- [May 16, 2026: clearinghouse failover and scheduled SMS](https://docs.encoreos.io/changelog/2026-05-16.md): Clearinghouse failover, scheduled SMS with TCPA quiet hours, CE crisis detection, contact management, problem list, and C-CDA export.
- [May 18, 2026: URL-synced detail tabs and mobile polish](https://docs.encoreos.io/changelog/2026-05-18.md): URL-synced tabs on detail pages, HR detail-page navigation upgrades, mobile fixes across the platform, and removal of the DoseSpot integration.
- [Changelog and weekly release notes](https://docs.encoreos.io/changelog/index.md): Weekly release notes for Encore Health OS covering clinical, practice management, recovery housing, and platform updates, with newest posts first.
- [Clinical Overview](https://docs.encoreos.io/cl/CL_OVERVIEW.md): Overview of the Clinical & EHR core in Encore Health OS — purpose, scope, and key responsibilities.
- [Alert Fatigue Dashboard](https://docs.encoreos.io/cl/alert-fatigue-dashboard.md): Aggregate CDS alert metrics by rule and provider for a selectable time window to monitor override rates and acknowledgement times.
- [All Submissions](https://docs.encoreos.io/cl/all-submissions.md): Clinician-facing list of patient-reported screening results filterable by status and instrument type, scoped to the current organisation.
- [Allergies](https://docs.encoreos.io/cl/allergies.md): Deep-link into the Allergies tab of a patient chart. This route redirects immediately to the chart detail view with the allergies tab pre-selected.
- [Ambient Review](https://docs.encoreos.io/cl/ambient-review.md): Queue of ambient recording sessions with processing-status filter; clinicians click a session row to open the detail review page.
- [Assessment Templates](https://docs.encoreos.io/cl/assessment-templates.md): Manage configurable assessment section templates per assessment type: view, create, edit, and review version history.
- [In-Basket](https://docs.encoreos.io/cl/basket.md): Filterable list of clinical notifications, tasks, and messages assigned to the organisation, with type, classification, priority, and status filters.
- [Billing Override Rules](https://docs.encoreos.io/cl/billing-override-rules.md): Configure payer-specific CPT mappings, modifier overrides, and suppression rules for billing suggestions in the Clinical module.
- [Bundle Details](https://docs.encoreos.io/cl/bundle-details.md): View a clinical content marketplace bundle's items, accreditation and clinical area tags, version, and import it into your organization.
- [C-CDA Documents](https://docs.encoreos.io/cl/c-cda-documents.md): Generate, preview, and manage Consolidated CDA documents for a patient chart; requires the CDA generation feature flag to be enabled.
- [Care Gaps](https://docs.encoreos.io/cl/care-gaps.md): Paginated work list of open population-health care gaps detected by automated rules, with gap-type, priority, and site filters.
- [Clinical Decision Support — Admin Guide](https://docs.encoreos.io/cl/cds-admin-guide.md): Module: Clinical & EHR (CL) Feature: CDS Rules & Alerts Last Updated: 2026-02-19
- [CDS Rules](https://docs.encoreos.io/cl/cds-rules.md): Admin list and editor for Clinical Decision Support rules, showing rule type, trigger event, severity, and hard-stop status for each rule.
- [Clinical](https://docs.encoreos.io/cl/clinical.md): Entry point for the Clinical core. This route redirects immediately to the Clinical overview and is not a standalone screen.
- [Clinical Audit & Compliance](https://docs.encoreos.io/cl/clinical-audit-compliance.md): Monitor PHI access events, break-glass reviews, consent compliance, documentation quality, and 42 CFR Part 2 compliance for your organization.
- [Clinical Audit & Compliance Dashboard — Admin Guide](https://docs.encoreos.io/cl/clinical-audit-compliance-dashboard-admin-guide.md): ⚠️ Draft: This guide describes the planned CL-25 implementation. Settings and table names (e.g., cl_audit_dashboard_configs, cl_module_settings) are subject to…
- [Clinical Audit & Compliance Dashboard — User Guide](https://docs.encoreos.io/cl/clinical-audit-compliance-dashboard-user-guide.md): Module: Clinical & EHR (CL) Spec: CL-25 Clinical Audit & Compliance Dashboard Version: current: see docs/VERSIONS.md Last Updated: 2026-02-24
- [Clinical Dashboard](https://docs.encoreos.io/cl/clinical-dashboard.md): Overview landing page for the Clinical core, showing patient chart counts, medication stats, pending co-signs, and expiring assessments with quick navigation.
- [Clinical Reporting & Quality Measures User Guide](https://docs.encoreos.io/cl/clinical-reporting-quality-measures-user-guide.md): Version: 1.0.0 Last Updated: 2026-05-18 Module: CL (Clinical & EHR) Spec: CL-15
- [Clinical Settings](https://docs.encoreos.io/cl/clinical-settings.md): Admin configuration page for the Clinical module: assessments, treatment plans, security, AI documentation, and ambient settings.
- [Clinician Panels](https://docs.encoreos.io/cl/clinician-panels.md): Supervisor view of all clinician panel assignments showing panel size, average risk score, open care gaps, and unattributed patients.
- [Co-Sign Queue](https://docs.encoreos.io/cl/co-sign-queue.md): Queue of signed progress notes awaiting supervisory co-signature, with deadline tracking, bulk co-sign, and overlap alerts.
- [COD](https://docs.encoreos.io/cl/cod.md): The /cl/cod route does not exist as a standalone screen. The active COD route is /cl/cod/caseload, which lists charts flagged as Co-Occurring Disorder.
- [COD Caseload](https://docs.encoreos.io/cl/cod-caseload.md): List of patient charts flagged as Co-Occurring Disorder with assessment count, last assessment metadata, and treatment plan extension status.
- [Co-Occurring Disorder (COD) Integrated Documentation — Admin Guide](https://docs.encoreos.io/cl/cod-documentation-admin-guide.md): Audience: Clinical administrators, compliance officers, security/privacy officers. Spec: CL-31 — Co-Occurring Disorder Integrated Documentation Compliance: AHC…
- [Co-Occurring Disorder (COD) Integrated Documentation — User Guide](https://docs.encoreos.io/cl/cod-documentation-user-guide.md): Audience: Licensed clinicians, clinical supervisors, and case managers documenting in the patient chart. Spec: CL-31 — Co-Occurring Disorder Integrated Documen…
- [Cohort](https://docs.encoreos.io/cl/cohort.md): View and manage a single patient cohort's definition, version history, membership snapshots, and audit trail.
- [Compliance Dashboard](https://docs.encoreos.io/cl/compliance-dashboard.md): Summary dashboard of clinical report definitions, report run history, and incident counts with drill-down navigation to detail screens.
- [Compliance Report](https://docs.encoreos.io/cl/compliance-report.md): Aggregate-only 42 CFR Part 2 consent compliance statistics: SUD chart count, active consent count, coverage percentage, disclosures, and redisclosures.
- [Concurrent Review](https://docs.encoreos.io/cl/concurrent-review.md): Work surface for a single concurrent review: record clinical criteria responses, capture a determination, and manage appeals.
- [Consent Management — Admin Guide](https://docs.encoreos.io/cl/consent-compliance-admin-guide.md): Module: CL (Clinical & EHR) — CL-11 EN-33 & EN-34 Audience: Organization Administrators, Compliance Officers Last Updated: 2026-02-27
- [Consent Management & 42 CFR Part 2 — User Guide](https://docs.encoreos.io/cl/consent-management-user-guide.md): Feature: CL-11 Consent Management Last Updated: 2026-02-21 Audience: Clinical staff, Medical Records, Compliance
- [Patient Portal — Consent Self-Service User Guide](https://docs.encoreos.io/cl/consent-portal-user-guide.md): Module: CL (Clinical & EHR) — CL-11 EN-35 Audience: Patients using the portal Last Updated: 2026-02-27
- [Content Marketplace](https://docs.encoreos.io/cl/content-marketplace.md): Browse and filter platform-curated clinical content bundles aligned to accreditation tags and clinical area tags.
- [Controlled Substance Inventory](https://docs.encoreos.io/cl/controlled-substance-inventory.md): Track controlled substance receipts, dispensing, adjustments, counts, returns, and destructions per organization.
- [Create Bundle Version](https://docs.encoreos.io/cl/create-bundle-version.md): Publish a new marketplace bundle version with metadata fields and a JSON items array via the curator editor form.
- [Curriculum Library](https://docs.encoreos.io/cl/curriculum-library.md): Manage group therapy curricula — create, edit, and soft-delete curriculum records with topics and program type for your organization.
- [Discharge](https://docs.encoreos.io/cl/discharge.md): Manage discharge planning, aftercare follow-ups, and HEDIS FUH/FUM compliance tracking via a tabbed hub screen.
- [Discharge & Aftercare Planning — Admin Guide](https://docs.encoreos.io/cl/discharge-aftercare-admin-guide.md): Last Updated: 2026-02-25 Module: Clinical (CL)
- [Discharge & Aftercare Planning — User Guide](https://docs.encoreos.io/cl/discharge-aftercare-user-guide.md): Last Updated: 2026-02-25 Module: Clinical (CL)
- [Electronic Consent & Redisclosure Tracking — Admin Guide](https://docs.encoreos.io/cl/electronic-consent-admin-guide.md): Feature: CL-11-EN-01 Module: Clinical (CL) Audience: Organization Administrators, Compliance Officers
- [Electronic Consents](https://docs.encoreos.io/cl/electronic-consents.md): Capture, view, and revoke electronic patient consents and audit redisclosures at route /cl/electronic-consents.
- [Encounter Detail](https://docs.encoreos.io/cl/encounter-detail.md): View and manage a single multi-party encounter, including encounter metadata, participant roster, and per-participant recording consent.
- [Encounter Review](https://docs.encoreos.io/cl/encounter-review.md): Review, approve, edit, and reject generated encounter records in batch at route /cl/group-encounter-review.
- [Expiring Assessments](https://docs.encoreos.io/cl/expiring-assessments.md): Dashboard showing assessments expiring within 30, 60, or 90 days, grouped by time window at route /cl/assessments/expiring.
- [Follow-Up Dashboard](https://docs.encoreos.io/cl/follow-up-dashboard.md): Tracks HEDIS Follow-Up After Hospitalization 7-day and 30-day rates for FUH-eligible discharges at route /cl/fuh-dashboard.
- [Group Outcomes](https://docs.encoreos.io/cl/group-outcomes.md): Dashboard showing attendance and completion rate metrics across group therapy sessions at route /cl/group-sessions/outcomes.
- [Group Session](https://docs.encoreos.io/cl/group-session.md): View and manage a single in-person or virtual group therapy session, including attendance, documentation, and session lifecycle.
- [Group Sessions](https://docs.encoreos.io/cl/group-sessions.md): Manage group therapy sessions and attendance; filter by date range and track status across the organization.
- [Host Session](https://docs.encoreos.io/cl/host-session.md): Pre-session host waiting room for virtual and hybrid group sessions: technology check, recording consent, and session lifecycle controls.
- [Import History](https://docs.encoreos.io/cl/import-history.md): View content bundles imported into your organization from the Clinical Marketplace, with rollback capability.
- [Clinical In-Basket User Guide](https://docs.encoreos.io/cl/in-basket-user-guide.md): Version: 1.0.0 Last Updated: 2026-02-25 Module: CL (Clinical & EHR) Status: Active
- [Incidents](https://docs.encoreos.io/cl/incidents.md): Report and track organizational incidents with severity classification, reporting deadlines, and state-report status.
- [Intake Assessment](https://docs.encoreos.io/cl/intake-assessment.md): Tabbed (desktop) or accordion (mobile) form for completing a clinical intake assessment with demographics, clinical history, SDOH, diagnoses, and review.
- [Intake Assessments](https://docs.encoreos.io/cl/intake-assessments.md): Work queue for clinical intake assessments; filter by status and track AHCCCS completion per patient.
- [Intake Compliance](https://docs.encoreos.io/cl/intake-compliance.md): Dashboard showing the percentage of intake assessments that have all 8 tracked AHCCCS elements completed, with an element-level breakdown table and CSV export.
- [Item Detail](https://docs.encoreos.io/cl/item-detail.md): View and act on a single in-basket item: metadata, status management, escalation, chart deep-link, and activity timeline.
- [Join Session](https://docs.encoreos.io/cl/join-session.md): Participant pre-session preparation checklist for virtual group sessions: technology check and recording consent before launching the telehealth room.
- [Lab & Diagnostic Orders — Admin Guide](https://docs.encoreos.io/cl/lab-orders-admin-guide.md): Module: Clinical & EHR (CL) Version: 1.0.0 Last Updated: 2026-02-19
- [Lab & Diagnostic Orders — User Guide](https://docs.encoreos.io/cl/lab-orders-user-guide.md): Module: Clinical & EHR (CL) Version: 1.0.0 Last Updated: 2026-02-19
- [LoC Assessment](https://docs.encoreos.io/cl/loc-assessment.md): View dimension scores, radar chart, recommendation, and finalize or override a Level-of-Care assessment for a patient.
- [LoC Assessments](https://docs.encoreos.io/cl/loc-assessments.md): List and filter Level-of-Care assessments (ASAM and LOCUS instruments) for the organization.
- [LoC History](https://docs.encoreos.io/cl/loc-history.md): Read-only chronological list of all ASAM and LOCUS level-of-care assessments for a patient chart with step-up/step-down indicators.
- [Marketplace Curator](https://docs.encoreos.io/cl/marketplace-curator.md): Publish new Clinical Marketplace bundle versions and deprecate or reinstate existing bundles.
- [MAT Enrollment](https://docs.encoreos.io/cl/mat-enrollment.md): View and manage a single medication-assisted treatment enrollment record, including medication events and monitoring events.
- [MAT/MOUD Tracking — Admin Guide](https://docs.encoreos.io/cl/mat-moud-admin-guide.md): Feature: CL-21 Medication-Assisted Treatment (MAT/MOUD) Tracking Audience: Organization Administrators, Compliance Officers Last Updated: 2026-02-23
- [MAT/MOUD Tracking — User Guide](https://docs.encoreos.io/cl/mat-moud-user-guide.md): Feature: CL-21 Medication-Assisted Treatment (MAT/MOUD) Tracking Audience: Licensed Clinicians, Prescribers, Nurses, Clinical Supervisors Last Updated: 2026-02…
- [Medical Record Export & Document Generation — User Guide](https://docs.encoreos.io/cl/medical-record-export-user-guide.md): Module: Clinical & EHR (CL) Feature: CL-20 Last Updated: 2026-02-23 Status: Implementation Complete
- [MOUD Enrollments](https://docs.encoreos.io/cl/moud-enrollments.md): View and manage medication-assisted treatment enrollment records and treatment phase tracking at route /cl/mat.
- [Multi-Party Encounters](https://docs.encoreos.io/cl/multi-party-encounters.md): View and schedule encounters involving multiple participants such as family therapy, mobile crisis, and interpreter-assisted sessions at route /cl/multi-party-encounters.
- [My Panel](https://docs.encoreos.io/cl/my-panel.md): View patients attributed to your clinician panel with risk tier, composite risk score, open care gaps, and quick actions at route /cl/population-health/my-panel.
- [New Intake Assessment](https://docs.encoreos.io/cl/new-intake-assessment.md): Create a new intake assessment for a patient by searching for the patient and completing a tabbed clinical form at route /cl/intake-assessments/new.
- [New LoC Assessment](https://docs.encoreos.io/cl/new-loc-assessment.md): Create a new level-of-care assessment by selecting an instrument type, entering dimensional scores, and receiving a recommended LoC code at route /cl/loc-assessments/new.
- [New Template](https://docs.encoreos.io/cl/new-template.md): The /cl/note-templates/new route does not exist. New note templates are created via a slide-over panel within the Note Templates admin page at /cl/note-templates.
- [Note](https://docs.encoreos.io/cl/note.md): Read-only detail view for a single progress note with sign, co-sign, and addendum actions when the note status permits them.
- [Note Templates](https://docs.encoreos.io/cl/note-templates.md): Manage service-line documentation templates for clinical notes, including creating, editing, activating, and deactivating templates at route /cl/note-templates.
- [Notification Audit](https://docs.encoreos.io/cl/notification-audit.md): Audit trail of dispatched clinical notifications with SLA outcome tracking, escalation steps, and CSV export up to 10,000 rows.
- [Notification Policies](https://docs.encoreos.io/cl/notification-policies.md): Configure severity rules, SLA timing, dedup windows, and escalation chains for each clinical signal type.
- [Clinical Notification Service Admin Guide](https://docs.encoreos.io/cl/notification-service-admin-guide.md): Version: 1.0.0 Last Updated: 2026-05-11 Module: CL (Clinical) Spec: CL-56 Status: Active
- [Clinical Notifications User Guide](https://docs.encoreos.io/cl/notification-service-user-guide.md): Version: 1.0.0 Last Updated: 2026-05-11 Module: CL (Clinical) Spec: CL-56 Status: Active
- [Notifications](https://docs.encoreos.io/cl/notifications.md): View and acknowledge time-bound clinical alert events, with SLA-driven escalation, in the Notification Center.
- [Order Sets](https://docs.encoreos.io/cl/order-sets.md): Manage reusable order set templates for clinical workflows, stored in cl_order_set_templates.
- [Clinical Order Sets & Standing Orders (Admin Guide)](https://docs.encoreos.io/cl/order-sets-admin-guide.md): Audience: Clinical administrators, compliance leads Status: Draft (WS5 pending — content subject to refinement) Last Updated: 2026-05-08
- [Clinical Order Sets & Standing Orders (User Guide)](https://docs.encoreos.io/cl/order-sets-user-guide.md): Audience: Prescribers, nurses, clinical staff Status: Draft (WS5 pending — content subject to refinement) Last Updated: 2026-05-08
- [Order Templates](https://docs.encoreos.io/cl/order-templates.md): Manage lab order panels and template sets for quick ordering; create, edit, activate, or delete order templates.
- [Clinical Overview](https://docs.encoreos.io/cl/overview.md): Landing dashboard for the Clinical core showing active charts, medications, treatment plans, and co-sign queue counts.
- [Pathway Adherence](https://docs.encoreos.io/cl/pathway-adherence.md): Aggregate dashboard showing active, completed, withdrawn, and overdue-milestone counts across clinical pathway enrollments.
- [Pathway Management](https://docs.encoreos.io/cl/pathway-management.md): Create and manage clinical care pathway definitions with steps, condition types, and active/inactive status.
- [Pathway Templates](https://docs.encoreos.io/cl/pathway-templates.md): Manage reusable protocol-driven care pathway templates with draft, published, and archived lifecycle states.
- [Patient Chart](https://docs.encoreos.io/cl/patient-chart.md): Full clinical chart for a single patient: tabbed sections for notes, vitals, medications, orders, labs, assessments, and more.
- [Patient Charts](https://docs.encoreos.io/cl/patient-charts.md): Search and browse the clinical patient chart registry, showing chart number, MRN, name, status, and risk level.
- [Patient Cohorts](https://docs.encoreos.io/cl/patient-cohorts.md): Define and manage named patient populations for HEDIS reporting, VBP attribution, and outreach campaigns.
- [Patient-Reported Outcomes & Self-Service Portal — Admin Guide](https://docs.encoreos.io/cl/patient-reported-outcomes-admin-guide.md): Feature ID: CL-26 Module: CL (Clinical & EHR) Version: 1.0 Last Updated: 2026-02-25
- [Patient-Reported Outcomes & Self-Service Portal — User Guide](https://docs.encoreos.io/cl/patient-reported-outcomes-user-guide.md): Feature ID: CL-26 Module: CL (Clinical & EHR) Version: 1.0 Last Updated: 2026-02-25
- [Patient Submission](https://docs.encoreos.io/cl/patient-submission.md): Review a patient-submitted screening instrument response, score result, and individual question answers; mark reviewed or incorporated.
- [PDMP Configuration](https://docs.encoreos.io/cl/pdmp-configuration.md): Configure the organization's PDMP gateway provider and query behavior toggles for the Arizona CSPMP integration.
- [PDMP Monitoring](https://docs.encoreos.io/cl/pdmp-monitoring.md): View the prescription drug monitoring program query history for a patient chart, with risk flags and prescriber attestation.
- [Pending Results](https://docs.encoreos.io/cl/pending-results.md): Review and link unsolicited lab results to patient charts, or reject results with a documented reason.
- [Pharmacy Directory](https://docs.encoreos.io/cl/pharmacy-directory.md): Manage the organization's pharmacy directory for e-prescribing, including NCPDP ID, EPCS capability, and active status.
- [Population Dashboard](https://docs.encoreos.io/cl/population-dashboard.md): Aggregate population health charts showing risk distribution, open care gaps, and outcome trends with site filtering and VBP export.
- [Population Health](https://docs.encoreos.io/cl/population-health.md): The /cl/population-health route redirects to /cl/population-health/care-gaps, the Care Gap Work List. Sub-routes include dashboards, quality measures, and clinician panels.
- [Population Health & Care Gap Management — Admin Guide](https://docs.encoreos.io/cl/population-health-admin-guide.md): Spec: CL-35 Audience: CL admins, compliance officers, integration engineers Last Updated: 2026-05-11
- [Population Health & Care Gap Management — User Guide](https://docs.encoreos.io/cl/population-health-user-guide.md): Spec: CL-35 Audience: Care managers, clinicians, supervisors, quality team Last Updated: 2026-05-11
- [Program Enrollments](https://docs.encoreos.io/cl/program-enrollments.md): View and track patient program enrollment records and compliance status across active and ended programs.
- [Program Outcomes](https://docs.encoreos.io/cl/program-outcomes.md): View aggregated, de-identified program-level outcome measures with HEDIS dashboard and small-n suppression.
- [Program Schedules](https://docs.encoreos.io/cl/program-schedules.md): Create and manage IOP, PHP, Residential, and Outpatient program schedule templates for patient enrollment.
- [Program Scheduling Templates — Admin Guide](https://docs.encoreos.io/cl/program-scheduling-templates-admin-guide.md): Version: 1.0.0 Last Updated: 2026-02-25 Module: CL (Clinical & EHR) Status: Active
- [Program Scheduling Templates — User Guide](https://docs.encoreos.io/cl/program-scheduling-templates-user-guide.md): Version: 1.0.0 Last Updated: 2026-02-25 Module: CL (Clinical & EHR) Status: Active
- [Progress Notes](https://docs.encoreos.io/cl/progress-notes.md): The /cl/charts/:chartId/notes route is not registered. Individual progress notes are accessed at /cl/charts/:chartId/notes/:noteId with the cl.progress_note.view permission.
- [Quality Measures](https://docs.encoreos.io/cl/quality-measures.md): HEDIS and MA STARS measure period results showing denominator, numerator, and rate by measure ID with year and type filtering.
- [Reference Lab Directory](https://docs.encoreos.io/cl/reference-lab-directory.md): Manage external reference labs for order routing and result ingestion, including CLIA, NPI, and integration type configuration.
- [Reference Ranges](https://docs.encoreos.io/cl/reference-ranges.md): Configure custom lab result reference ranges by LOINC code, sex, age band, and critical thresholds for result interpretation.
- [Referral Outcomes](https://docs.encoreos.io/cl/referral-outcomes.md): Track and report on referral status across community partners with summary metrics and CSV export.
- [Report Definitions](https://docs.encoreos.io/cl/report-definitions.md): Configure, edit, and run compliance and quality measure report templates for Joint Commission, CARF, HEDIS, AHCCCS, and custom types.
- [Report History](https://docs.encoreos.io/cl/report-history.md): View the chronological history of report generation runs with status, start time, and completion time for all report definitions.
- [Review Schedules](https://docs.encoreos.io/cl/review-schedules.md): View and configure per-payer concurrent review cadences including initial review days, interval days, and grace period days.
- [Screening Instruments](https://docs.encoreos.io/cl/screening-instruments.md): Read-only catalog of validated behavioral health screening instruments with auto-scoring metadata, severity bands, and critical alert thresholds.
- [SDOH Screening & Social Referrals — User Guide](https://docs.encoreos.io/cl/sdoh-screening-referral-user-guide.md): Clinical user guidance for CL-18 SDOH screenings, social referrals, and Z-code documentation.
- [Session Detail](https://docs.encoreos.io/cl/session-detail.md): Review, approve, or reject an AI-generated ambient session: SOAP draft, raw transcript, confidence score, and audit event timeline.
- [Standing Order Protocols](https://docs.encoreos.io/cl/standing-order-protocols.md): Admin page for creating and managing standing order protocols that automate recurring lab orders; activate, deactivate, or delete protocols.
- [Standing Orders](https://docs.encoreos.io/cl/standing-orders.md): Manage clinical standing-order protocols available for execution; create, edit, renew, and delete standing orders.
- [TEFCA Operations](https://docs.encoreos.io/cl/tefca-operations.md): Monitor QHIN exchange activity, patient matching, and compliance status for the organization.
- [Treatment Plan](https://docs.encoreos.io/cl/treatment-plan.md): Detail view for a single treatment plan showing plan header, goals with interventions, caregiver participation, patient signature, and signatures.
- [Treatment Plans](https://docs.encoreos.io/cl/treatment-plans.md): Dashboard listing treatment plans due for review within a configurable time window (30, 60, or 90 days), with overdue indicators.
- [UDS Reporting](https://docs.encoreos.io/cl/uds-reporting.md): Place, filter, and track urine drug screening orders for a patient chart with status and panel-type views.
- [UM Analytics](https://docs.encoreos.io/cl/um-analytics.md): View approval rate and throughput metrics for concurrent reviews across the active organization.
- [Utilization Management](https://docs.encoreos.io/cl/utilization-management.md): View UM metrics and manage the concurrent review worklist, including upcoming, overdue, completed, and appeal buckets.
- [Virtual Group Session](https://docs.encoreos.io/cl/virtual-group-session.md): The /cl/virtual-groups/:sessionId route is not registered. Session join and host flows are at /cl/virtual-groups/:sessionId/join and /cl/virtual-groups/:sessionId/host.
- [Virtual Groups](https://docs.encoreos.io/cl/virtual-groups.md): List and filter virtual and hybrid group therapy sessions by modality, with summary counts and navigation to session detail.
- [Authoritative External References (for AI Accuracy)](https://docs.encoreos.io/compliance/AUTHORITATIVE_REFERENCES.md): When implementing CL, PM, HR, RH, GR, FA, IT, or PF features, agents SHOULD consult these authoritative sources rather than relying solely on training data. Us…
- [CE Communications Compliance Tracking](https://docs.encoreos.io/compliance/CE_COMMUNICATIONS_COMPLIANCE_TRACKING.md): Version: 1.4.0 Last Updated: 2026-05-13 Status: Active Module: CE (Community Engagement)
- [FA Financial Compliance Tracking](https://docs.encoreos.io/compliance/FA_FINANCIAL_COMPLIANCE_TRACKING.md): Version: 1.2.0 Last Updated: 2026-04-18 Status: Active Module: FA (Finance & Accounting)
- [FCRA & TCPA Compliance Tracking](https://docs.encoreos.io/compliance/FCRA_TCPA_COMPLIANCE_TRACKING.md): Version: 1.0.0 Last Updated: 2026-02-10 Status: Active Module: HR
- [GR Governance & Risk Compliance Tracking](https://docs.encoreos.io/compliance/GR_GOVERNANCE_COMPLIANCE_TRACKING.md): Version: 1.0.0 Last Updated: 2026-02-27 Status: Active Module: GR (Governance & Risk)
- [HR Workforce Compliance Tracking](https://docs.encoreos.io/compliance/HR_WORKFORCE_COMPLIANCE_TRACKING.md): Version: 1.0.1 Last Updated: 2026-03-25 Status: Active Module: HR (Human Resources)
- [IT Security Compliance Tracking](https://docs.encoreos.io/compliance/IT_SECURITY_COMPLIANCE_TRACKING.md): Version: 1.0.0 Last Updated: 2026-02-27 Status: Active Module: IT (IT & Security)
- [ONC Health IT Certification Gap Matrix](https://docs.encoreos.io/compliance/ONC_CERTIFICATION_GAP_MATRIX.md): <!-- markdownlint-disable MD060 MD012 -->
- [ONC Certification Roadmap](https://docs.encoreos.io/compliance/ONC_CERTIFICATION_ROADMAP.md): Version: 2.0.0 Last Updated: 2026-05-15 Source: CL-PM-SPEC-REVIEW Finding 4.4, ONC 21st Century Cures Act, May 2026 Compass Artifact Analysis Owner: Product /…
- [ONC Regulatory Readiness & Alignment Implementation Plan](https://docs.encoreos.io/compliance/ONC_REGULATORY_READINESS_IMPLEMENTATION_PLAN.md): Version: 1.0.0 Last Updated: 2026-05-15 Source: Compass Artifact deep review + ONC Certification Gap Matrix + existing compliance infrastructure analysis Owner…
- [PHI/PII Classification (CL & PM Tables)](https://docs.encoreos.io/compliance/PHI_CLASSIFICATION.md): Version: 1.0.0 Last Updated: 2026-02-18 Source: CL-PM-SPEC-REVIEW Finding 8.3
- [Regulatory Compliance Tracker](https://docs.encoreos.io/compliance/REGULATORY_COMPLIANCE_TRACKER.md): Regulatory deadlines, implementation status, responsible specs, and interim procedures for Encore Health OS EHR/PM compliance tracking.
- [RH Recovery Housing Compliance Tracking](https://docs.encoreos.io/compliance/RH_RECOVERY_HOUSING_COMPLIANCE_TRACKING.md): Version: 1.0.0 Last Updated: 2026-02-27 Status: Active Module: RH (Recovery Housing)
- [Compliance Evidence: CL-02-EN-58 — 42 CFR Part 2 Gating for Trauma Assessments](https://docs.encoreos.io/compliance/evidence/42cfr-part2-evidence-cl-02-en-58.md): Feature ID: CL-02-EN-58 Regulation: 42 CFR Part 2 (Confidentiality of SUD Patient Records) Date: 2026-03-04 Status: ✅ Compliant
- [CL-11-EN-01: 42 CFR Part 2 Electronic Consent & Redisclosure — Compliance Evidence](https://docs.encoreos.io/compliance/evidence/42cfr-part2-evidence-cl-11-en-01.md): Feature ID: CL-11-EN-01 Regulation: 42 CFR Part 2 (Confidentiality of SUD Patient Records) Status: ✅ Implemented Date: 2026-04-10 Spec: CL-11-EN-01
- [HR-09-ENHANCEMENTS EN-1: EEOC / Title VII Compliance Evidence](https://docs.encoreos.io/compliance/evidence/en1-eeoc-title-vii-evidence.md): Spec: HR-09-ENHANCEMENTS (EN-1: Structured Interview Scorecards) Regulations: Title VII of the Civil Rights Act, EEOC Uniform Guidelines on Employee Selection…
- [HIPAA & CMS VBP Compliance Evidence](https://docs.encoreos.io/compliance/evidence/hipaa-cms-vbp-evidence.md): Feature: PM-25 Value-Based Payment & APM Tracking Date: 2026-03-01 Status: ✅ Complete
- [HIPAA EDI Compliance Evidence](https://docs.encoreos.io/compliance/evidence/hipaa-edi-evidence.md): Version: 1.0.0 Last Updated: 2026-04-09 Regulation: HIPAA EDI (45 CFR 162), HIPAA Security Rule (45 CFR 164)
- [Multi-Vendor Clearinghouse Failover — Compliance Evidence](https://docs.encoreos.io/compliance/evidence/hipaa-edi-failover-evidence.md): Version: 1.0.0 Last Updated: 2026-05-15 Spec: PM-15-P2-EN-01 Plan: PM-15-P2-EN-01-PLAN Tasks: PM-15-P2-EN-01-TASKS Context: PM-15-P2-EN-01-CONTEXT Implementati…
- [HIPAA / 42 CFR Part 2 / AHCCCS 320-O Compliance Evidence](https://docs.encoreos.io/compliance/evidence/hipaa-part2-320o-evidence.md): Spec: specs/ce/specs/CE-29-lead-to-patient-conversion-pipeline.md Status: ✅ Evidence Documented Last Updated: 2026-03-28
- [HIPAA & 42 CFR Part 2 Compliance Evidence](https://docs.encoreos.io/compliance/evidence/hipaa-part2-evidence.md): Spec: CE-28 — Intake Screening & Triage Workflow Date: 2026-03-28 Reviewer: AI Agent (post-implementation review)
- [Compliance Evidence Packages](https://docs.encoreos.io/compliance/evidence/index.md): Last Updated: 2026-04-12
- [IRS Worker Classification & 1099-NEC — Compliance Evidence](https://docs.encoreos.io/compliance/evidence/irs-worker-classification-1099-evidence.md): Feature: HR-34 Contractor & Contingent Workforce Management Version: 1.0 Created: 2026-03-25 Status: Pre-Production Review Owner: HR (Workforce & HRIS)
- [Compliance Documentation](https://docs.encoreos.io/compliance/index.md): Regulatory and certification documentation for the Encore Health OS platform.
- [Database Index Cleanup Analysis](https://docs.encoreos.io/database/INDEX_CLEANUP_ANALYSIS.md): Generated: 2026-01-11 Analysis Period: Since 2025-11-15 (2+ months of index statistics)
- [Index Optimization Report](https://docs.encoreos.io/database/INDEX_OPTIMIZATION_REPORT.md): > Version: 1.0.0 > Date: 2026-01-17 > Status: ✅ Complete
- [Database Migration Rollback Strategy](https://docs.encoreos.io/database/MIGRATION_ROLLBACK_STRATEGY.md): > Version: 1.0.0 > Last Updated: 2026-01-11 > Status: Active
- [RLS Policy Coverage Report](https://docs.encoreos.io/database/RLS_COVERAGE.md): > Generated: 2026-01-11 > Total Tables: 433 > Overall Coverage: 94.2%
- [RLS Policy Patterns Reference](https://docs.encoreos.io/database/RLS_PATTERNS.md): > Version: 1.0.0 > Last Updated: 2026-01-11 > Status: Active
- [Schema Catalog](https://docs.encoreos.io/database/SCHEMA_CATALOG.md): Generated file. Do not hand-edit sections below; re-run npm run db:docs:generate.
- [Schema Catalog (DEV)](https://docs.encoreos.io/database/SCHEMA_CATALOG.DEV.md): Generated file. Do not hand-edit sections below; re-run npm run db:docs:generate:dev.
- [Schema Catalog (PROD)](https://docs.encoreos.io/database/SCHEMA_CATALOG.PROD.md): Generated file. Do not hand-edit sections below; re-run npm run db:docs:generate:prod.
- [Schema Documentation Workflow](https://docs.encoreos.io/database/SCHEMA_DOCUMENTATION_WORKFLOW.md): This document defines the repeatable workflow for generating and validating EncoreOS schema documentation.
- [Database Schema Improvement Plan](https://docs.encoreos.io/database/SCHEMA_IMPROVEMENT_PLAN.md): Created: 2026-02-25 Source: SCHEMA_REVIEW.md (validation run, gap list), constitution §5, .cursor/rules/database-patterns.mdc, .cursor/rules/database-migration…
- [Schema Relationships](https://docs.encoreos.io/database/SCHEMA_RELATIONSHIPS.md): Generated file. Re-run npm run db:docs:generate to refresh.
- [Schema Relationships (DEV)](https://docs.encoreos.io/database/SCHEMA_RELATIONSHIPS.DEV.md): Generated file. Re-run npm run db:docs:generate:dev to refresh.
- [Schema Relationships (PROD)](https://docs.encoreos.io/database/SCHEMA_RELATIONSHIPS.PROD.md): Generated file. Re-run npm run db:docs:generate:prod to refresh.
- [Schema Security and RLS](https://docs.encoreos.io/database/SCHEMA_SECURITY_RLS.md): Generated file. Re-run npm run db:docs:generate to refresh.
- [Schema Security and RLS (DEV)](https://docs.encoreos.io/database/SCHEMA_SECURITY_RLS.DEV.md): Generated file. Re-run npm run db:docs:generate:dev to refresh.
- [Schema Security and RLS (PROD)](https://docs.encoreos.io/database/SCHEMA_SECURITY_RLS.PROD.md): Generated file. Re-run npm run db:docs:generate:prod to refresh.
- [Finance & Accounting Entity Relationship Diagram](https://docs.encoreos.io/database/erd/FA_ERD.md): > Version: 1.0.0 > Last Updated: 2026-01-11 > Module: Finance & Accounting > Prefix: fa_ > Tables: 45
- [Facilities Management Entity Relationship Diagram](https://docs.encoreos.io/database/erd/FM_ERD.md): Entity relationship diagram for the Facilities Management module
- [Forms & Workflow Entity Relationship Diagram](https://docs.encoreos.io/database/erd/FW_ERD.md): Entity relationship diagram for the Forms & Workflow module
- [Governance & Risk Entity Relationship Diagram](https://docs.encoreos.io/database/erd/GR_ERD.md): > Version: 0.1.0 > Module: Governance & Risk > Prefix: gr_ > Tables: 49 > Last Updated: 2026-01-11
- [Human Resources Entity Relationship Diagram](https://docs.encoreos.io/database/erd/HR_ERD.md): Entity relationship diagram for the Human Resources module
- [IT Service Management Entity Relationship Diagram](https://docs.encoreos.io/database/erd/IT_ERD.md): > Module: IT Service Management > Prefix: it_ > Tables: 35 > Last Updated: 2026-01-11
- [Leadership Operating System Entity Relationship Diagram](https://docs.encoreos.io/database/erd/LO_ERD.md): > Version: 0.1.0 > Module: Leadership Operating System > Prefix: lo_ > Tables: 29 > Last Updated: 2026-01-11
- [Platform Foundation Entity Relationship Diagram](https://docs.encoreos.io/database/erd/PF_ERD.md): > Module: Platform Foundation > Prefix: pf_ > Tables: 73 > Last Updated: 2026-01-11
- [Recovery Housing Entity Relationship Diagram](https://docs.encoreos.io/database/erd/RH_ERD.md): > Module: Recovery Housing > Prefix: rh_ > Tables: 51 > Last Updated: 2026-01-11
- [Database Entity Relationship Diagrams](https://docs.encoreos.io/database/erd/index.md): Index of ERD documentation for database schema and modules
- [Cursor AGENTS.md Best Practices](https://docs.encoreos.io/development/AGENTS_BEST_PRACTICES_CURSOR.md): Version: 1.0.0 Last Updated: 2026-01-16 Source: Cursor Documentation + Research
- [AGENTS.md maintenance guide](https://docs.encoreos.io/development/AGENTS_MAINTENANCE_GUIDE.md): Version: 1.0.1 Last Updated: 2026-04-10 Purpose: When and how to update AGENTS.md files (not the same as root AGENTS.md pattern quick reference)
- [Agent Configuration Audit & Recommendations](https://docs.encoreos.io/development/AGENT_CONFIG_AUDIT_2026-05.md): Date: 2026-05-09 Scope: .cursor/rules/, .cursor/skills/, .cursor/commands/, .claude/, .agents/, AGENTS.md, AI_GUIDE.md, constitution.md, .github/instructions/,…
- [Agent, Constitution, Spec, and Template Accuracy Runbook](https://docs.encoreos.io/development/AGENT_CONSTITUTION_ACCURACY_RUNBOOK.md): Purpose: Verify that governance docs (AGENTS.md, constitution, AI_GUIDE), Cursor agents, process commands, specs, and templates are present, consistent, and ac…
- [Agent Doc Maintenance](https://docs.encoreos.io/development/AGENT_DOC_MAINTENANCE.md): This runbook keeps AGENTS.md and nested AGENTS files high-signal and low-noise.
- [AI Platform Capability Parity Matrix](https://docs.encoreos.io/development/AI_PLATFORM_PARITY.md): Version: 1.0.0 Last Updated: 2026-04-12
- [API Development Guide](https://docs.encoreos.io/development/API_DEVELOPMENT_GUIDE.md): Version: 1.0.1 Last Updated: 2026-04-09 Status: Stable Target Audience: Developers and AI agents (GitHub Copilot, Cursor, general AI assistants)
- [Auto-Apply Safety Criteria for Spec Review (Optional Guidance)](https://docs.encoreos.io/development/AUTO_APPLY_SAFETY.md): When the spec-reviewer agent runs in auto-apply mode (invoked with "apply recommendations"), it may apply all recommendation types. The agent is not required t…
- [Bundle Analyzer](https://docs.encoreos.io/development/BUNDLE_ANALYZER.md): Purpose: Inspect production chunk contents and sizes to validate code-splitting and guide further optimizations.
- [Button Usage Standards](https://docs.encoreos.io/development/BUTTON_USAGE.md): Version: 1.0.0 Last Updated: 2026-03-13 Scope: All Button usage from @/shared/ui/button
- [CI/CD Manual Follow-Up Actions](https://docs.encoreos.io/development/CI_MANUAL_FOLLOWUPS.md): Created: 2026-04-28 Purpose: Tracks manual GitHub and Supabase configuration steps that cannot be done through code and must be completed by a repository admin…
- [CI Pipeline Overview (GitHub Actions)](https://docs.encoreos.io/development/CI_PIPELINE.md): Version: 1.1.0 Last Updated: 2026-04-28 Purpose: Document the optimized CI tiers and the exact command parity for local debugging.
- [CodeRabbit review context (Cursor IDE)](https://docs.encoreos.io/development/CODERABBIT_CURSOR_REVIEW_CONTEXT.md): Version: 3.0.0 Last Updated: 2026-04-08 Status: Active
- [CodeRabbit Guide - Complete Reference](https://docs.encoreos.io/development/CODERABBIT_GUIDE.md): Version: 3.2.0 Last Updated: 2026-04-11 Config: .coderabbit.yaml v2.6.0 (optimized 2026-04-11; prior baseline v2.5.0 / 2026-02-05) Status: ✅ Fully Configured
- [Code Review & Documentation Improvement Process](https://docs.encoreos.io/development/CODE_REVIEW_PROCESS.md): Version: 1.0.0 Last Updated: 2026-04-11
- [Expected browser console noise (dev / staging)](https://docs.encoreos.io/development/CONSOLE_NOISE.md): Use this list when triaging dev.app.encoreos.io or local console output so known third-party and benign messages are not mistaken for Encore regressions.
- [Cross-Repo Sync Policy](https://docs.encoreos.io/development/CROSS-REPO-SYNC-POLICY.md): Version: 1.1.0 Last Updated: 2026-05-15 Status: Active
- [Cursor and Lovable Workflow (Redirect)](https://docs.encoreos.io/development/CURSOR_AND_LOVABLE_WORKFLOW.md): > Moved. This document has been retired. Lovable workflow guidance now lives in docs/tools/lovable/.
- [Cursor Cloud Workflow](https://docs.encoreos.io/development/CURSOR_CLOUD_WORKFLOW.md): Version: 1.0.0 Last Updated: 2026-04-08 Purpose: Unified operational guide for using this repository in Cursor Cloud.
- [Database Development Guide](https://docs.encoreos.io/development/DATABASE_DEVELOPMENT_GUIDE.md): Version: 1.2.0 Last Updated: 2026-04-24 Status: Stable Target Audience: Developers and AI agents (GitHub Copilot, Cursor, general AI assistants)
- [Database Sync Procedure](https://docs.encoreos.io/development/DATABASE_SYNC_PROCEDURE.md): Purpose: Establish a repeatable process for keeping staging and production databases in sync.
- [Dead Code Remediation Plan](https://docs.encoreos.io/development/DEAD_CODE_REMEDIATION_PLAN.md): Generated: 2026-05-06 Last revalidated: 2026-05-08 (deep-pass production-mode baseline) Tool: Fallow v2.66.1 Config: .fallowrc.json (validated against official…
- [Dead Code Spec/Wiring Decisions](https://docs.encoreos.io/development/DEAD_CODE_SPEC_WIRING_DECISIONS.md): Generated during dead-code remediation to force explicit product choices for spec-complete but currently unreachable surfaces.
- [Dead Code Wiring Execution Plan](https://docs.encoreos.io/development/DEAD_CODE_WIRING_EXECUTION_PLAN.md): Last updated: 2026-05-07 Owner: platform engineering Scope: spec-complete or implementation-in-progress clusters that currently appear unwired in dead-code ana…
- [Dependency and vulnerability hygiene](https://docs.encoreos.io/development/DEPENDENCY_SECURITY.md): Purpose: How we track and fix vulnerable npm dependencies, what CI enforces, and gaps (Deno edge functions).
- [Design Token Sync Policy](https://docs.encoreos.io/development/DESIGN_TOKEN_SYNC_POLICY.md): Version: 1.1.0 Last Updated: 2026-04-18 Status: Active Target Audience: Platform Foundation, Design System maintainers, AI agents
- [Development Quick Reference](https://docs.encoreos.io/development/DEVELOPMENT_QUICK_REFERENCE.md): Version: 1.0.0 Last Updated: 2025-12-31 Target Audience: Developers
- [Environment Configuration](https://docs.encoreos.io/development/ENVIRONMENT_CONFIG.md): > Current Environment: STAGING
- [Environment Variables Guide](https://docs.encoreos.io/development/ENVIRONMENT_VARIABLES.md): Version: 1.2.0 Last Updated: 2026-03-12 Target Audience: Developers
- [GitHub Issue Status Mapping by Core](https://docs.encoreos.io/development/GITHUB_ISSUE_STATUS_MAPPING_BY_CORE.md): Purpose: Map implementation log / registry status to GitHub Project status (Done / In progress / Backlog) for manual or scripted update. Single source for all…
- [Creating Spec-Tracking Issues via GitHub MCP](https://docs.encoreos.io/development/GITHUB_MCP_SPEC_ISSUES.md): Purpose: Use the GitHub MCP (user-github) to create all spec-tracking issues from SPEC_STATUS_REGISTRY in batches. Adding issues to the GitHub Project board is…
- [GitHub Project for Spec Progress Tracking — Implementation Plan](https://docs.encoreos.io/development/GITHUB_PROJECT_SPEC_TRACKING_PLAN.md): Purpose: Set up a GitHub Project board to track specification implementation progress across all cores. Last Updated: 2026-03-08 Status: Plan (ready for execut…
- [GitHub Webhook Setup for Issues Management](https://docs.encoreos.io/development/GITHUB_WEBHOOK_SETUP.md): Purpose: Configure the GitHub repository webhook that feeds the github-webhook Edge Function for spec-tracking automation (auto-label from [CORE-##], optional…
- [Icon Guide](https://docs.encoreos.io/development/ICON_GUIDE.md): Version: 2.0.0 Last Updated: 2026-05-13 Scope: All modules. Sizes/colors: UI_UX_STANDARDS.md § Icons, SEMANTIC_COLORS.md.
- [AppIcon Migration Checklist](https://docs.encoreos.io/development/ICON_MIGRATION_CHECKLIST.md): > Goal: Move every existing icon call site in src/ over to the AppIcon API > (tone / variant / weight), replacing raw <svg> / direct lucide-react > JSX and har…
- [Implementation Log Archive Convention](https://docs.encoreos.io/development/IMPLEMENTATION_LOG_ARCHIVE_CONVENTION.md): Version: 1.0.0 Last Updated: 2026-02-16 Status: Active
- [Lovable Schema Workflow](https://docs.encoreos.io/development/LOVABLE_SCHEMA_WORKFLOW.md): Version: 1.0.0 Last Updated: 2026-05-13 Audience: Developers and AI agents applying schema changes through Lovable + Supabase.
- [MCP Multi-Project Setup Guide](https://docs.encoreos.io/development/MCP_MULTI_PROJECT_SETUP.md): Version: 1.0.0 Date: 2026-01-15
- [MCP Usage Guide](https://docs.encoreos.io/development/MCP_USAGE.md): Version: 1.2.0 Last Updated: 2026-04-08 Purpose: Guide for using MCP (Model Context Protocol) servers in this project
- [Microfrontends activation checklist (Phase 3)](https://docs.encoreos.io/development/MICROFRONTENDS_ACTIVATION_CHECKLIST.md): Status: Pre-activation reference Canonical runbook: MICROFRONTENDS_RUNBOOK.md PWA: ADR-017
- [Vercel Microfrontends — activation runbook (Phase 3)](https://docs.encoreos.io/development/MICROFRONTENDS_RUNBOOK.md): Status: Inert scaffolding committed; activation requires project-owner action Owner: Platform Architecture (technical) + Jeremy Bloom (Vercel dashboard owner)…
- [Module Guided Setup](https://docs.encoreos.io/development/MODULE_GUIDED_SETUP.md): This document describes the platform's module guided setup system: the module setup registry, per-module settings tours, optional setup wizards, and the centra…
- [Navigation Documentation Index](https://docs.encoreos.io/development/NAVIGATION_GUIDE_INDEX.md): Version: 1.0.0 Last Updated: 2026-02-20 Purpose: Central index for all navigation-related documentation in the Encore Health OS Platform
- [Performance baseline and budgets](https://docs.encoreos.io/development/PERFORMANCE_BASELINE.md): Status: Active Owner: Platform Architecture Related: ADR-008 (Vite SPA), TURBOREPO_USAGE.md, MICROFRONTENDS_RUNBOOK.md
- [Performance Optimization Guide](https://docs.encoreos.io/development/PERFORMANCE_OPTIMIZATION_GUIDE.md): Version: 1.0.0 Last Updated: 2025-12-31 Target Audience: Developers and AI agents (GitHub Copilot, Cursor, general AI assistants)
- [Platform Foundation Adoption Status](https://docs.encoreos.io/development/PF_ADOPTION_STATUS.md): Version: 1.0.0 Last Updated: 2026-01-16 Purpose: Centralized status of PF-15 (Picklists), PF-16 (Custom Fields), PF-17 (ConfigurableForm) adoption across all c…
- [PR 313 Split Release Plan](https://docs.encoreos.io/development/PR-313-SPLIT-RELEASE-PLAN.md): Status: Active Source PR: #313
- [PWA Setup & Configuration Guide](https://docs.encoreos.io/development/PWA_SETUP.md): Version: 2.1.0 Last Updated: 2026-03-30 Status: ✅ Fully Configured
- [Platform Realtime Layer - Migration Guide](https://docs.encoreos.io/development/REALTIME_MIGRATION_GUIDE.md): Version: 1.0.0 Last Updated: 2026-02-09 Spec: specs/pf/specs/PF-66-platform-realtime-layer.md Plan: specs/pf/plans/PF-66-platform-realtime-layer-PLAN.md
- [Reduced Motion Guideline](https://docs.encoreos.io/development/REDUCED_MOTION_GUIDELINE.md): Any new JS-driven animation MUST respect the user's prefers-reduced-motion: reduce setting. CSS animations and transitions are already neutralized globally by…
- [RLS CI/CD Validation Guide](https://docs.encoreos.io/development/RLS_CI_CD_GUIDE.md): > Version: 1.0.0 > Last Updated: 2026-01-11 > Status: Active
- [Roadmap-to-Spec Mapping](https://docs.encoreos.io/development/ROADMAP_SPEC_MAPPING.md): Purpose: Map every ROADMAP.md priority and phase to specific spec IDs or to operational initiatives that are tracked separately. Ensures 100% roadmap coverage…
- [Semantic Color Reference](https://docs.encoreos.io/development/SEMANTIC_COLORS.md): Version: 1.4.1 Last Updated: 2026-04-18 Status: Active Target Audience: Developers
- [Sentry verification runbook](https://docs.encoreos.io/development/SENTRY_VERIFICATION_RUNBOOK.md): Use this to confirm the React app is sending errors and messages to Sentry after setup or deploy.
- [Setup Quick Start](https://docs.encoreos.io/development/SETUP_QUICK_START.md): Version: 1.0.0 Last Updated: 2025-01-27 Status: Active Target Audience: Developers
- [Spacing & UX Standards](https://docs.encoreos.io/development/SPACING_AND_UX_STANDARDS.md): Version: 1.1.0 Last Updated: 2026-04-08 Status: Active
- [Spec Command Cheat Sheet](https://docs.encoreos.io/development/SPEC_COMMAND_CHEATSHEET.md): One-page map of Cursor spec commands (.cursor/commands/specs/). Full narrative: SPEC_WORKFLOW.md. Navigate without memorizing: whats-next --spec {CORE-##}.
- [Spec Completion Tracking System](https://docs.encoreos.io/development/SPEC_COMPLETION_TRACKING.md): Version: 1.1.0 Last Updated: 2026-02-24 Status: Active
- [Spec Portfolio Governance Cadence](https://docs.encoreos.io/development/SPEC_GOVERNANCE_CADENCE.md): Purpose: Define how often to run portfolio reports, deferred promotion reviews, and rebalancing so the spec registry and roadmap stay current.
- [Spec Status Taxonomy](https://docs.encoreos.io/development/SPEC_STATUS_TAXONOMY.md): <!-- markdownlint-disable MD060 -->
- [Why our spec templates look this way](https://docs.encoreos.io/development/SPEC_TEMPLATE_DESIGN_RATIONALE.md): Version: 1.0.0 Last Updated: 2026-04-17 Audience: New AI agents and humans authoring or reviewing specs in this repo. Read this once before authoring your firs…
- [Spec tracking reconciliation — triage playbook](https://docs.encoreos.io/development/SPEC_TRACKING_TRIAGE.md): Purpose: Interpret output from scripts/audit/reconcile-spec-tracking.ts and align actions with GITHUB_PROJECT_SPEC_TRACKING_PLAN.md.
- [Canonical Spec Workflow](https://docs.encoreos.io/development/SPEC_WORKFLOW.md): Version: 1.1.0 Last Updated: 2026-05-09
- [Table Best Practices](https://docs.encoreos.io/development/TABLE_BEST_PRACTICES.md): Version: 1.0.0 Last Updated: 2026-01-17 Status: ✅ Active
- [Test User Cleanup and Staging Verification Guide](https://docs.encoreos.io/development/TEST_USER_CLEANUP_GUIDE.md): Date: 2026-01-20 Purpose: Guide for cleaning up test users from production and verifying staging environment
- [Troubleshooting Guide](https://docs.encoreos.io/development/TROUBLESHOOTING_GUIDE.md): Version: 1.0.0 Last Updated: 2025-01-27 Status: Stable Target Audience: Developers
- [TSDoc/JSDoc Coverage Standard](https://docs.encoreos.io/development/TSDOC_JSDOC_COVERAGE_STANDARD.md): Version: 1.2.0 Last Updated: 2026-03-06 Status: Active Owning Core/Module: PF-75
- [Turborepo usage](https://docs.encoreos.io/development/TURBOREPO_USAGE.md): Status: Active Owner: Platform Architecture Phase: 1.A of docs/recommendations/DEV_VELOCITY_AND_ARCHITECTURE_PLAN_2026-04-22.md
- [TypeScript Typecheck Performance Guide](https://docs.encoreos.io/development/TYPECHECK_PERFORMANCE_GUIDE.md): Last Updated: 2026-04-28 Applies to: Encore Health OS (v0.9.0-alpha, TypeScript 6.0.3, ~8,400 .ts/.tsx files)
- [TypeScript 7.0 (Go Compiler) Migration Plan](https://docs.encoreos.io/development/TYPESCRIPT_7_MIGRATION_PLAN.md): Version: 1.0.0 Last Updated: 2026-04-23 Owner: Platform Architecture ADR: ADR-018 Status: Phase 1 ready to implement; Phase 2 gated; Phase 3 follow-up
- [Typography Guide](https://docs.encoreos.io/development/TYPOGRAPHY_GUIDE.md): Status: Phase 1 — tokens landed. Phase 3 component migration pending. Owner: Platform Foundation (PF) Source of truth: src/index.css (--text-, --leading-, --tr…
- [UI/UX Standards](https://docs.encoreos.io/development/UI_UX_STANDARDS.md): Version: 1.6.1 Last Updated: 2026-04-18 Status: Active Target Audience: Developers and AI agents (GitHub Copilot, Cursor, general AI assistants)
- [User Management and Cleanup Guide](https://docs.encoreos.io/development/USER_MANAGEMENT_AND_CLEANUP.md): Date: 2026-01-20 Purpose: Understanding and managing users in the database, including test users and Lovable integration
- [Vercel build gate (GitHub Actions)](https://docs.encoreos.io/development/VERCEL_BUILD_IMPROVEMENT_PLAN.md): Version: 1.0.0 Last updated: 2026-04-01 Status: Active (pointer doc)
- [Vercel ↔ Supabase Environment Alignment](https://docs.encoreos.io/development/VERCEL_SUPABASE_ENV_ALIGNMENT.md): Version: 1.0.0 Last Updated: 2026-04-24 Owner: Platform / Infra
- [Vercel + Vite 8 + Node — build guardrails](https://docs.encoreos.io/development/VERCEL_VITE_NODE_GUARDRAILS.md): Purpose: Avoid repeat production build failures (Vercel, CI, local) when toolchain assumptions drift.
- [Vitest CI sharding](https://docs.encoreos.io/development/VITEST_CI_SHARDING.md): Status: Active Owner: Platform Architecture Phase: 1.D of docs/recommendations/DEV_VELOCITY_AND_ARCHITECTURE_PLAN_2026-04-22.md
- [Wizard Development Guide](https://docs.encoreos.io/development/WIZARD_DEVELOPMENT_GUIDE.md): Version: 1.1 Created: 2026-01-28 Last Updated: 2026-04-14
- [Wizard UX Standard](https://docs.encoreos.io/development/WIZARD_UX_STANDARD.md): Version: 1.1
- [Workspace packages (Phase 2 overlay)](https://docs.encoreos.io/development/WORKSPACE_PACKAGES.md): Status: Active Owner: Platform Architecture Phase: 2 of docs/recommendations/DEV_VELOCITY_AND_ARCHITECTURE_PLAN_2026-04-22.md (lands via PR #137) Companion ADR…
- [Edge Function API Versioning Guide](https://docs.encoreos.io/development/api-versioning-guide.md): Spec: PF-89 — API Versioning & Edge Function Lifecycle Last Updated: 2026-03-25
- [Breadcrumb Implementation Guide](https://docs.encoreos.io/development/breadcrumb-implementation-guide.md): Version: 1.3.0 Last Updated: 2026-04-18 Purpose: Comprehensive guide for implementing breadcrumbs in Encore Health OS Platform
- [Canonical Host Policy](https://docs.encoreos.io/development/canonical-host-policy.md): This document defines how canonical URLs and host canonicalization work for the Encore Health OS platform. It is part of the broader Multi-Tenant Host & URL St…
- [Cron Operations Guide](https://docs.encoreos.io/development/cron-operations.md): Feature: PF-82 Business Process Registry Last Updated: 2026-03-17
- [Dashboard & Overview Pattern Guide](https://docs.encoreos.io/development/dashboard-pattern-guide.md): Version: 1.0.0 Last Updated: 2025-12-31 Owning Module: PF (Platform Foundation)
- [Development Documentation Index](https://docs.encoreos.io/development/index.md): Version: 1.1.0 Last Updated: 2026-04-11 Status: Active
- [React Router v7 Migration Brief (Context7-backed)](https://docs.encoreos.io/development/migration-brief-react-router-v7.md): Source: Context7 /websites/reactrouter. Use: Embed as "Research Brief" in PF-78 spec.
- [React 19 Migration Brief (Context7-backed)](https://docs.encoreos.io/development/migration-brief-react19.md): Source: Context7 libraries /reactjs/react.dev, /facebook/react. Use: Embed as "Research Brief" in PF-76 spec.
- [Tailwind v4 + tailwind-merge v3 Migration Brief (Context7-backed)](https://docs.encoreos.io/development/migration-brief-tailwind-v4.md): Sources: Context7 /tailwindlabs/tailwindcss.com, /dcastil/tailwind-merge. Use: Embed as "Research Brief" in PF-77 spec.
- [Mobile Gesture Guide](https://docs.encoreos.io/development/mobile-gesture-guide.md): Version: 2.0.0 Last Updated: 2026-04-19 Spec Reference: PF-37 — Mobile Swipe Gestures Integration Doc: docs/architecture/integrations/PF-37-phase-2-3-INTEGRATI…
- [Mobile Navigation Guide](https://docs.encoreos.io/development/mobile-navigation-guide.md): Version: 2.0.0 Last Updated: 2026-04-19 Purpose: Detailed guide for implementing mobile navigation patterns in Encore Health OS
- [Developer Guide: Monitoring & Error Handling](https://docs.encoreos.io/development/monitoring.md): — Error Handling & Monitoring Last Updated: 2026-03-14
- [Phase 2b Authoring Guide](https://docs.encoreos.io/development/phase2b-authoring-guide.md): How to author code-grounded, SME-gated Product docs from the gap backlog.
- [Settings consistency tracker](https://docs.encoreos.io/development/settings-consistency-tracker.md): Purpose: Inventory of settings surfaces, route guards, hub discoverability, and migration status. Owning doc: settings-pattern-guide.md · Primitives: src/platf…
- [Settings Page Pattern Guide](https://docs.encoreos.io/development/settings-pattern-guide.md): Version: 1.3.0 Last Updated: 2026-04-13 Status: Active Owning Module: PF (Platform Foundation) Note: This guide consolidates content from settings-page-pattern…
- [Supabase Branching + CI integration (spike notes)](https://docs.encoreos.io/development/supabase/BRANCHING_CI_SPIKE.md): Version: 1.0.1 Last Updated: 2026-04-24 Status: Reference for deferred automation (PR diff comments, Branching-first promotion).
- [Database password rotation (operator)](https://docs.encoreos.io/development/supabase/DATABASE_PASSWORD_ROTATION.md): If a Postgres password or connection string was exposed (chat, logs, CI output), rotate it immediately.
- [Declarative database schema (Supabase + pg-toolbelt)](https://docs.encoreos.io/development/supabase/DECLARATIVE_SCHEMA_GUIDE.md): Version: 1.0.0 Last Updated: 2026-04-24 Audience: Developers and AI agents working on Postgres schema for Encore Health OS.
- [Supabase migration lanes (prod promotion)](https://docs.encoreos.io/development/supabase/MIGRATION_LANES.md): Version: 1.0.1 Last Updated: 2026-04-24 Related: BRANCHING_CI_SPIKE.md (CLI/API options for Branching + CI)
- [Supabase Auth 401: "failed to retrieve Auth config"](https://docs.encoreos.io/development/supabase/SUPABASE_AUTH_401_TROUBLESHOOTING.md): Error: unexpected status 401: {"message":"failed to retrieve Auth config"}
- [Supabase CLI: When and How (Single Source of Truth)](https://docs.encoreos.io/development/supabase/SUPABASE_CLI_LOCAL_WORKFLOW.md): Version: 1.3.0 Last Updated: 2026-04-24 Purpose: Canonical guide so developers and AI agents know exactly when to use the Supabase CLI, how to run it, and how…
- [Supabase Go-Live Dashboard Checklist](https://docs.encoreos.io/development/supabase/SUPABASE_GO_LIVE_DASHBOARD_CHECKLIST.md): Manual tasks to complete in the Supabase Dashboard before or after going live. Use this checklist for both staging and production projects.
- [Supabase Multi-Environment Configuration](https://docs.encoreos.io/development/supabase/SUPABASE_MULTI_ENV_SETUP.md): Version: 2.2.1 Last Updated: 2026-04-24 Based on: Supabase Official Documentation
- [Supabase — Development Docs Hub](https://docs.encoreos.io/development/supabase/SUPABASE_README.md): Central index for Supabase-related development docs in this folder.
- [Dev migration history repair (one-time operator)](https://docs.encoreos.io/development/supabase/bootstrap-artifacts/DEV_MIGRATION_REPAIR_REQUIRED.md): GitHub Deploy Supabase (dev) runs supabase db push against project zkgxozahyczcnzpwhbbf. If Dev’s supabase_migrations.schema_migrations does not match the file…
- [Post-CI operator checklist (secrets, prod, dev)](https://docs.encoreos.io/development/supabase/bootstrap-artifacts/OPERATOR_CHECKLIST.md): Complete these on your machine / in Dashboards after GitHub Actions can link projects (secrets already in GitHub).
- [Supabase bootstrap artifacts](https://docs.encoreos.io/development/supabase/bootstrap-artifacts/index.md): Supporting files for the Bootstrap and test Supabase CI runbook (operator steps).
- [Supabase documentation index](https://docs.encoreos.io/development/supabase/index.md): All Supabase development docs are consolidated in this folder. For external project setup, see docs/integrations/SUPABASE_SETUP.md.
- [Vercel Deployment Configuration](https://docs.encoreos.io/development/vercel-deployment.md): Build and Ignored Build Step behavior for the Encore Health OS app are defined in the repo’s vercel.json. Keep Vercel Project Settings in sync with that file s…
- [1099 Form Details](https://docs.encoreos.io/fa/1099-form-details.md): View and manage an individual 1099 tax form record including box-level breakdown and correction workflow.
- [1099 Forms](https://docs.encoreos.io/fa/1099-forms.md): List and manage all 1099 vendor tax reporting forms for the organization.
- [1099 Reporting](https://docs.encoreos.io/fa/1099-reporting.md): Summary report listing vendors with total payments meeting the $600 threshold for 1099 filing by tax year.
- [FA Module API Reference](https://docs.encoreos.io/fa/FA-API-REFERENCE.md): Version: 1.0.0 Last Updated: 2025-11-26 Related Documentation: FA-01 through FA-09 specifications
- [FA Module: D365 Business Central Migration Guide](https://docs.encoreos.io/fa/FA-D365-MIGRATION-GUIDE.md): Version: 1.0.0 (Outline) Last Updated: 2025-11-26 Target Audience: Implementation Team, Data Migration Specialists, CFO/Controller
- [FA Module Settings Specification](https://docs.encoreos.io/fa/FA-MODULE-SETTINGS.md): Version: 1.0.0 Status: 📝 Planned Related Specs: FA-01, FA-02, FA-04, FA-08 Constitution Reference: Section 3.1 (Module Settings Pattern)
- [FA Module Security Considerations](https://docs.encoreos.io/fa/FA-SECURITY-CONSIDERATIONS.md): Version: 1.0.0 Last Updated: 2025-11-26 Constitution Reference: Section 4 (Security Rules), Section 7 (What AI Must Never Do)
- [Finance & Revenue Overview](https://docs.encoreos.io/fa/FA_OVERVIEW.md): Overview of the Finance & Revenue core in Encore Health OS — purpose, scope, and key responsibilities.
- [Plaid Balances & Transactions Debug Report](https://docs.encoreos.io/fa/PLAID_BALANCES_TRANSACTIONS_DEBUG_REPORT.md): Date: 2026-02-09 Related Spec: FA-20 (Plaid Bank Feed Integration) Branch: cursor/plaid-balances-transactions-7b69
- [Plaid Bank Integration Setup Guide](https://docs.encoreos.io/fa/PLAID_SETUP.md): Last Updated: 2026-01-29 Related
- [Plaid Transactions Implementation Review](https://docs.encoreos.io/fa/PLAID_TRANSACTIONS_REVIEW.md): Date: 2026-02-13 Reference: Plaid Transactions Docs, Add Transactions to your app, Transaction webhooks
- [Account Mapping](https://docs.encoreos.io/fa/account-mapping.md): Map external accounting system accounts to your Encore chart of accounts using the Account Mapping Editor.
- [Finance & Accounting - Accounts Payable Guide](https://docs.encoreos.io/fa/accounts-payable-guide.md): The Accounts Payable (AP) module manages vendor relationships, bill entry, approval workflows, payment processing, and 1099 reporting for behavioral health org…
- [Accounts Receivable User Guide](https://docs.encoreos.io/fa/accounts-receivable-guide.md): The Accounts Receivable module manages customer invoicing, payment collection, credit memos, and aging analysis. It integrates with the General Ledger for auto…
- [Aging Reports](https://docs.encoreos.io/fa/aging-reports.md): Tabbed hub combining AR Aging and AP Aging reports in a single URL-synced view.
- [AI-Powered Bank Reconciliation](https://docs.encoreos.io/fa/ai-reconciliation-guide.md): Guide to AI categorization, smart matching, anomaly detection, and the reconciliation dashboard
- [All Expense Reports](https://docs.encoreos.io/fa/all-expense-reports.md): View and manage all employee expense reports and reimbursements across the organization.
- [Analytics](https://docs.encoreos.io/fa/analytics.md): The path /fa/analytics has no standalone registered route and redirects or falls through to Not Found.
- [AP Aging](https://docs.encoreos.io/fa/ap-aging.md): Accounts payable aging report showing outstanding vendor bills bucketed by days past due.
- [Approval Settings](https://docs.encoreos.io/fa/approval-settings.md): Configure approval thresholds for accounts payable bills based on bill amounts.
- [AR Aging](https://docs.encoreos.io/fa/ar-aging.md): Accounts receivable aging analysis showing open invoices bucketed by days past due with DSO metric.
- [Asset Details](https://docs.encoreos.io/fa/asset-details.md): View and manage a fixed asset record including depreciation history, transfer history, and GL account assignments.
- [Asset Disposals](https://docs.encoreos.io/fa/asset-disposals.md): The path /fa/disposals redirects to the Assets hub at /fa/assets?tab=disposals.
- [Audit Log Viewer](https://docs.encoreos.io/fa/audit-log-viewer.md): Search and review all journal entry activity across the organization with date, entry number, and status filters.
- [Bad Debt Reserves](https://docs.encoreos.io/fa/bad-debt-reserves.md): Track and manage allowance for doubtful accounts with reserve calculations and write-off tracking.
- [Balance Definitions](https://docs.encoreos.io/fa/balance-definitions.md): Reference page explaining the four balance types (GL, Fund, Bank, Cash Position) used across the Finance module.
- [Balance Reconciliation](https://docs.encoreos.io/fa/balance-reconciliation.md): Side-by-side view of GL, Fund, Bank, and Cash Position totals with pairwise reconciliation status and CSV/PDF export.
- [Balance Sheet](https://docs.encoreos.io/fa/balance-sheet.md): GL-based snapshot of assets, liabilities, and net assets at a specific fiscal period with fund and entity filters.
- [Bank Account Details](https://docs.encoreos.io/fa/bank-account-details.md): View bank account details, transaction history, balance trend chart, and Plaid sync controls for a specific account.
- [Bank Accounts](https://docs.encoreos.io/fa/bank-accounts.md): The path /fa/bank-accounts redirects to the Banking hub at /fa/banking?tab=accounts.
- [Bank Reconciliation](https://docs.encoreos.io/fa/bank-reconciliation.md): The path /fa/reconciliation has no registered route and falls through to Not Found.
- [Bank Reconciliation Wizard](https://docs.encoreos.io/fa/bank-reconciliation-wizard-user-guide.md): Step-by-step guide for reconciling bank accounts
- [Bank Statement Details](https://docs.encoreos.io/fa/bank-statement-details.md): View a bank statement record with statement date, lines preview, and delete option.
- [Bank Statements](https://docs.encoreos.io/fa/bank-statements.md): The path /fa/bank-statements redirects to the Banking hub at /fa/banking?tab=statements.
- [Bank Transactions User Guide](https://docs.encoreos.io/fa/bank-transactions-user-guide.md): The Transactions tab in the Banking Hub provides a QuickBooks-style view for reviewing, categorizing, and posting bank transaction lines. It surfaces AI-sugges…
- [Banking](https://docs.encoreos.io/fa/banking.md): Tabbed hub for managing bank accounts, statements, reconciliations, and transactions in one URL-synced view.
- [Banking Rules](https://docs.encoreos.io/fa/banking-rules.md): Manage transaction classification rules for automatic categorization of bank transactions.
- [Batch Processing](https://docs.encoreos.io/fa/batch-processing.md): Process multiple approved expense reports for reimbursement in a single batch payment operation.
- [Bill Details](https://docs.encoreos.io/fa/bill-details.md): View a vendor bill's header, line items, approval actions, and GL posting status.
- [Bills](https://docs.encoreos.io/fa/bills.md): The path /fa/bills redirects to the Payables hub at /fa/payables?tab=bills.
- [Budget Alerts](https://docs.encoreos.io/fa/budget-alerts.md): The path /fa/budgets/alerts redirects to the Budgeting hub at /fa/budgeting?tab=alerts.
- [Budget Creation Wizard - Admin Guide](https://docs.encoreos.io/fa/budget-creation-wizard-admin-guide.md): This guide covers configuration and administration for the FA-UX-03 Budget Creation Wizard.
- [Budget Creation Wizard - User Guide](https://docs.encoreos.io/fa/budget-creation-wizard-user-guide.md): Version: 1.0.0 Last Updated: 2026-01-28
- [Budget Details](https://docs.encoreos.io/fa/budget-details.md): View and manage a budget record including overview, line items, approval history, variance, and forecast tabs.
- [Budget Scenarios](https://docs.encoreos.io/fa/budget-scenarios.md): The path /fa/budget-scenarios redirects to the Budgeting hub at /fa/budgeting?tab=scenarios.
- [Budget Templates](https://docs.encoreos.io/fa/budget-templates.md): The path /fa/budget-templates redirects to the Budgeting hub at /fa/budgeting?tab=templates.
- [Budget vs Actual](https://docs.encoreos.io/fa/budget-vs-actual.md): View a side-by-side comparison of a budget's planned amounts against actual GL activity, with variance drill-down and CSV export.
- [Budget Wizard](https://docs.encoreos.io/fa/budget-wizard.md): Step-by-step wizard for creating a new budget, including header setup, optional template copy, line entry, and review before submission.
- [Budgets](https://docs.encoreos.io/fa/budgets.md): List and manage organization budgets. This route redirects to the Budgets & Forecasts hub.
- [Budgets & Forecasts](https://docs.encoreos.io/fa/budgets-forecasts.md): Tabbed hub for managing budgets, budget alerts, scenarios, rolling forecasts, and budget templates in one place.
- [Card Transactions](https://docs.encoreos.io/fa/card-transactions.md): View and manage Ramp corporate card transactions including GL coding and connection status for the Ramp integration.
- [Cash Flow](https://docs.encoreos.io/fa/cash-flow.md): Generate and view a cash flow statement report for a selected fiscal period, with export and save-as-definition options.
- [Cash Flow Forecast](https://docs.encoreos.io/fa/cash-flow-forecast.md): View projected cash inflows and outflows by period, generate new forecasts using configurable assumptions, and export forecast data to CSV.
- [Cash Management](https://docs.encoreos.io/fa/cash-management.md): Dashboard showing the organization's current cash position, 30-day trend chart, and per-fund cash breakdown with drill-down to bank accounts.
- [Finance & Accounting - Chart of Accounts Guide](https://docs.encoreos.io/fa/chart-of-accounts-guide.md): The Chart of Accounts (CoA) module provides comprehensive fund accounting capabilities for behavioral health organizations, including fund tracking, department…
- [Checklist Templates](https://docs.encoreos.io/fa/checklist-templates.md): Admin page for creating and managing reusable close checklist templates that can be copied into financial close periods.
- [Close Period Detail](https://docs.encoreos.io/fa/close-period-detail.md): Detail view for a single financial close period, showing checklists, tasks, progress, attached documentation, and period lifecycle actions.
- [Close Periods](https://docs.encoreos.io/fa/close-periods.md): List and manage financial close periods with status and type filters, summary stat cards, and actions to create new periods.
- [Close Setup Wizard](https://docs.encoreos.io/fa/close-setup-wizard.md): Multi-step wizard for configuring a new financial close period, applying a checklist template, and optionally adding tasks before the period begins.
- [Collections Queue](https://docs.encoreos.io/fa/collections-queue.md): Manage outstanding AR collections workflow with tabbed views for the new queue and legacy in-collection invoices, aging bucket summaries, and status-based filtering.
- [Compliance Cost Mappings](https://docs.encoreos.io/fa/compliance-cost-mappings.md): Admin page for mapping Governance & Risk compliance event categories to Finance & Revenue expense accounts for accurate GL posting.
- [Contract Progress](https://docs.encoreos.io/fa/contract-progress.md): Report showing lifetime recognition progress for each revenue contract, aggregated across all linked revenue schedules.
- [Copy Budget](https://docs.encoreos.io/fa/copy-budget.md): Create a new budget by copying an existing budget template using the Budget Template Copy Wizard.
- [Cost Allocation](https://docs.encoreos.io/fa/cost-allocation.md): Tabbed hub for managing indirect cost pools, IDC rates, cost allocations, and allocation bases.
- [Cost Programs](https://docs.encoreos.io/fa/cost-programs.md): Manage cost centers and program cost tracking entries for the organization.
- [Credit Line Details](https://docs.encoreos.io/fa/credit-line-details.md): Detail view for a single revolving credit facility, showing utilization metrics, expiry warnings, and an edit action.
- [Credit Lines](https://docs.encoreos.io/fa/credit-lines.md): List and manage revolving credit facilities with utilization filtering, high-utilization alerts, and summary stat cards.
- [Credit Memo Details](https://docs.encoreos.io/fa/credit-memo-details.md): Detail view for a single customer credit memo, including line items, application history, and lifecycle actions such as issue, void, and delete.
- [Credit Memos](https://docs.encoreos.io/fa/credit-memos.md): List and filter customer credit memos with summary metrics for total credits, unapplied balances, and current-month applied amounts.
- [Customer Details](https://docs.encoreos.io/fa/customer-details.md): Detail view for a single AR customer, including invoices, payment history, credit memos, and an edit action.
- [Customer Payment Details](https://docs.encoreos.io/fa/customer-payment-details.md): Detail view for a single customer payment, showing payment metadata, invoice applications, and actions to apply, remove applications, generate a receipt PDF, or delete.
- [Customer Payments](https://docs.encoreos.io/fa/customer-payments.md): List and manage AR customer payments with status filters and summary metrics for received, unapplied, and today's payments.
- [Customers](https://docs.encoreos.io/fa/customers.md): List and manage AR customer records with search, type, and active/inactive filters.
- [Dashboard](https://docs.encoreos.io/fa/dashboard.md): Finance & Revenue module overview page with stat cards, financial summary, pending approvals, budget alerts, cash position, and AR aging summary widgets.
- [Finance & Accounting Database Tables](https://docs.encoreos.io/fa/database-tables.md): Module: Finance & Accounting Prefix: fa_ Table Count: 45 Last Updated: 2026-01-10
- [Deferred Balance](https://docs.encoreos.io/fa/deferred-balance.md): Report showing outstanding deferred revenue balances and recognition progress per contract, with rollup totals. Cancelled records are excluded from totals.
- [Deferred Revenue](https://docs.encoreos.io/fa/deferred-revenue.md): Read-only list of deferred revenue liability balances awaiting recognition. Records are typically created via schedule processing.
- [Departments](https://docs.encoreos.io/fa/departments.md): Manage the organization's department hierarchy and cost centers with a hierarchical tree view and flat list.
- [Deposits in Transit](https://docs.encoreos.io/fa/deposits-transit.md): Report listing deposits that have been recorded in the general ledger but not yet cleared by the bank, with days-in-transit tracking.
- [Depreciation Details](https://docs.encoreos.io/fa/depreciation-details.md): View the depreciation record for a specific fixed asset entry within the Finance & Revenue core.
- [Depreciation Schedule](https://docs.encoreos.io/fa/depreciation-schedule.md): View the depreciation schedule for fixed assets and run depreciation for the current period in Finance & Revenue.
- [Direct Cash Flow](https://docs.encoreos.io/fa/direct-cash-flow.md): View the direct method cash flow statement broken out by operating, investing, and financing activities in Finance & Revenue.
- [Disposal Details](https://docs.encoreos.io/fa/disposal-details.md): View the detail record for a specific fixed asset disposal in Finance & Revenue.
- [Dispose Asset](https://docs.encoreos.io/fa/dispose-asset.md): Initiate the disposal process for a specific fixed asset from its detail record in Finance & Revenue.
- [Edit Asset](https://docs.encoreos.io/fa/edit-asset.md): Edit the details of an existing fixed asset record in Finance & Revenue.
- [Edit Expense Report](https://docs.encoreos.io/fa/edit-expense-report.md): Edit an existing expense report including header details and individual expense lines in Finance & Revenue.
- [Edit Forecast](https://docs.encoreos.io/fa/edit-forecast.md): Edit an existing rolling forecast record and its period lines in Finance & Revenue.
- [Edit Payment Plan](https://docs.encoreos.io/fa/edit-payment-plan.md): Edit an existing payment plan including installment schedule and customer details in Finance & Revenue.
- [Edit Project](https://docs.encoreos.io/fa/edit-project.md): Edit the details of an existing project accounting record in Finance & Revenue.
- [Edit Recurring Invoice](https://docs.encoreos.io/fa/edit-recurring-invoice.md): Edit an existing recurring invoice using the setup wizard in Finance & Revenue.
- [Edit Scenario](https://docs.encoreos.io/fa/edit-scenario.md): Edit an existing budget scenario including header fields and period budget lines in Finance & Revenue.
- [Edit Template](https://docs.encoreos.io/fa/edit-template.md): Edit an existing budget template or financial statement template in Finance & Revenue.
- [Entities](https://docs.encoreos.io/fa/entities.md): Manage legal entity master records for multi-entity consolidation in Finance & Revenue.
- [Expense Dashboard](https://docs.encoreos.io/fa/expense-dashboard.md): View the expense management dashboard with summary statistics, approval queue, and recent expense reports in Finance & Revenue.
- [Expense Management & Reimbursements User Guide](https://docs.encoreos.io/fa/expense-management-guide.md): Version: 1.0.0 Last Updated: 2026-02-09 Module: FA (Finance & Accounting) Status: Active
- [Expense Payments](https://docs.encoreos.io/fa/expense-payments.md): View and manage expense reimbursement payments for processed expense reports in Finance & Revenue.
- [Expense Policies](https://docs.encoreos.io/fa/expense-policies.md): Configure expense policy rules, spending limits, and category mappings for Finance & Revenue.
- [Expense Report](https://docs.encoreos.io/fa/expense-report.md): View the detail of an individual expense report including lines, approval history, and available actions in Finance & Revenue.
- [FA Alerts](https://docs.encoreos.io/fa/fa-alerts.md): Configure financial alert thresholds for key metrics such as cash balance, AR aging, and budget variance in Finance & Revenue.
- [Finance](https://docs.encoreos.io/fa/finance.md): Finance & Revenue core overview dashboard showing key financial metrics and quick access to core modules.
- [Finance Forms](https://docs.encoreos.io/fa/finance-forms.md): Access financial forms within the Finance & Revenue core.
- [Finance Settings](https://docs.encoreos.io/fa/finance-settings.md): Configure module-level settings for the Finance & Revenue core including transaction rules, recurring templates, and AI matching.
- [Financial Analytics & Dashboards — Admin Guide](https://docs.encoreos.io/fa/financial-analytics-admin-guide.md): Module: FA (Finance & Accounting) Feature: FA-16 Audience: Finance Admins (fa.analytics.configure permission) Last Updated: 2026-02-13
- [Financial Analytics & Dashboards — User Guide](https://docs.encoreos.io/fa/financial-analytics-user-guide.md): Module: FA (Finance & Accounting) Feature: FA-16 Last Updated: 2026-02-13
- [Financial Close Management - Admin Guide](https://docs.encoreos.io/fa/financial-close-management-admin.md): Version: 1.0.0 Last Updated: 2026-01-19 Module: FA-19 Financial Close Management
- [Financial Close Management User Guide](https://docs.encoreos.io/fa/financial-close-management-guide.md): Version: 1.0.0 Last Updated: 2026-01-19 Module: FA-19 Financial Close Management
- [Financial Close Setup Wizard - Admin Guide](https://docs.encoreos.io/fa/financial-close-setup-wizard-admin-guide.md): This guide covers administration and configuration of the Financial Close Setup Wizard (FA-UX-01). The wizard uses the PF-41 configurable wizard infrastructure.
- [Financial Close Setup Wizard - User Guide](https://docs.encoreos.io/fa/financial-close-setup-wizard-user-guide.md): The Financial Close Setup Wizard guides you through setting up a financial close period with checklist templates and task assignments. This wizard streamlines…
- [Financial Dashboard](https://docs.encoreos.io/fa/financial-dashboard.md): View advanced financial analytics including balances, trends, and key performance indicators in Finance & Revenue.
- [Financial Reports](https://docs.encoreos.io/fa/financial-reports.md): Access and navigate the full library of financial reports including ASC 958 statements, cash flow, and specialty reports in Finance & Revenue.
- [Financial Statements](https://docs.encoreos.io/fa/financial-statements.md): Access the Financial Statements hub with tabbed views for Balance Sheet, Statement of Activities, Cash Flow, and Functional Expenses in Finance & Revenue.
- [Fiscal Periods](https://docs.encoreos.io/fa/fiscal-periods.md): Manage fiscal years and accounting period status for the Finance & Revenue core.
- [Fiscal Years](https://docs.encoreos.io/fa/fiscal-years.md): Manage fiscal year definitions for the Finance & Revenue core.
- [Fixed Assets & Depreciation User Guide](https://docs.encoreos.io/fa/fixed-assets-guide.md): Version: 1.0.0 Last Updated: 2026-01-28 Module: FA (Finance & Accounting) Status: Active
- [Forecast](https://docs.encoreos.io/fa/forecast.md): View a financial forecast report projecting year-end results based on current trends in Finance & Revenue.
- [Forecast Details](https://docs.encoreos.io/fa/forecast-details.md): View and manage a rolling forecast record including period lines, version history, and actual vs. forecast comparison in Finance & Revenue.
- [Functional Expenses](https://docs.encoreos.io/fa/functional-expenses.md): View the functional expenses report organized by function and nature of expense with period and fund filtering in Finance & Revenue.
- [Functional Expenses Matrix](https://docs.encoreos.io/fa/functional-expenses-matrix.md): View the full natural-by-functional expense matrix cross-tabulating expense categories against program, management, and fundraising functions in Finance & Revenue.
- [Funds](https://docs.encoreos.io/fa/funds.md): Manage fund structure for specialized fund accounting within the Finance & Revenue core.
- [General Ledger User Guide](https://docs.encoreos.io/fa/general-ledger-guide.md): Version: 1.0.0 Last Updated: 2025-11-26
- [GL Migration](https://docs.encoreos.io/fa/gl-migration.md): Map legacy system accounts to the chart of accounts and import migration data via CSV for general ledger migration.
- [Grant Compliance](https://docs.encoreos.io/fa/grant-compliance.md): View a budget-versus-actual compliance report for a specific grant fund and fiscal period.
- [Import Accounts](https://docs.encoreos.io/fa/import-accounts.md): Bulk-import chart of accounts entries from a CSV file into the Finance & Revenue core.
- [Import Journal Entries](https://docs.encoreos.io/fa/import-journal-entries.md): Upload a CSV to bulk-create journal entries in the general ledger via a validate-then-apply workflow.
- [Inter-Fund Transfer](https://docs.encoreos.io/fa/inter-fund-transfer.md): Create a balanced two-line journal entry to transfer amounts between funds.
- [Investment Details](https://docs.encoreos.io/fa/investment-details.md): View and edit a single investment record with principal, interest, maturity metrics, and GL account links.
- [Investments](https://docs.encoreos.io/fa/investments.md): Manage CDs, money markets, treasuries, bonds, and other investment instruments with portfolio-level metrics.
- [Invoice Details](https://docs.encoreos.io/fa/invoice-details.md): View, send, void, and print a customer invoice with line items, payment history, and credit memo applications.
- [Invoices](https://docs.encoreos.io/fa/invoices.md): List, filter, send, void, and delete customer invoices within the Accounts Receivable module.
- [Journal Entries](https://docs.encoreos.io/fa/journal-entries.md): List, search, filter, batch-post, and batch-delete general ledger journal entries.
- [Journal Entry Audit Trail](https://docs.encoreos.io/fa/journal-entry-audit-trail.md): Complete audit trail of journal entry lifecycle events including posting and reversals, with date-range filtering and CSV export.
- [Journal Entry Details](https://docs.encoreos.io/fa/journal-entry-details.md): View, edit, post, reverse, and delete a single general ledger journal entry with its line items.
- [KPI Tracking](https://docs.encoreos.io/fa/kpi-tracking.md): Monitor configured financial key performance indicators with current values, targets, and trend charts.
- [Ledger Hub](https://docs.encoreos.io/fa/ledger-hub.md): Tabbed hub for the General Ledger combining Journal Entries, Recurring Entries, and Trial Balance in one view.
- [My Approvals](https://docs.encoreos.io/fa/my-approvals.md): Review and approve pending finance-related approval requests including expense reports, purchase orders, and bills.
- [My Expenses](https://docs.encoreos.io/fa/my-expenses.md): View and manage your own expense reports, submit drafts for approval, or create new reports.
- [New Account](https://docs.encoreos.io/fa/new-account.md): Create a new general ledger account in the chart of accounts via an inline dialog on the Accounts page.
- [New Asset](https://docs.encoreos.io/fa/new-asset.md): Create a new fixed asset record with depreciation settings, GL account links, and vendor/site associations.
- [New Bank Account](https://docs.encoreos.io/fa/new-bank-account.md): Add a new bank account record linked to a GL account, with optional Plaid connection support.
- [New Bill](https://docs.encoreos.io/fa/new-bill.md): Create a new vendor bill with line items for accounts payable processing.
- [New Budget](https://docs.encoreos.io/fa/new-budget.md): Create a new budget through the 4-step Budget Creation Wizard, with optional template pre-population.
- [New Credit Memo](https://docs.encoreos.io/fa/new-credit-memo.md): Create a credit memo with header details and line items, then save as draft or issue immediately.
- [New Customer](https://docs.encoreos.io/fa/new-customer.md): Add a new customer record for accounts receivable billing and invoicing.
- [New Customer Payment](https://docs.encoreos.io/fa/new-customer-payment.md): Record a customer payment receipt with payment method, check/reference numbers, and customer association.
- [New Department](https://docs.encoreos.io/fa/new-department.md): Create a new department record in the organization hierarchy via an inline dialog on the Departments page.
- [New Entry](https://docs.encoreos.io/fa/new-entry.md): Create a general ledger journal entry with header fields and line items, then save as draft or post immediately.
- [New Expense Report](https://docs.encoreos.io/fa/new-expense-report.md): Create a new expense report with header details and expense lines, then save as draft or submit for approval.
- [New Forecast](https://docs.encoreos.io/fa/new-forecast.md): Create a rolling forecast with a header, forecast lines, horizon settings, and optional source budget link.
- [New Fund](https://docs.encoreos.io/fa/new-fund.md): Create a new fund record for fund accounting via an inline dialog on the Funds page.
- [New Invoice](https://docs.encoreos.io/fa/new-invoice.md): Create a customer invoice with header details and line items for accounts receivable billing.
- [New Payment](https://docs.encoreos.io/fa/new-payment.md): Create a new vendor payment batch by selecting outstanding bills in Finance & Revenue.
- [New Payment Plan](https://docs.encoreos.io/fa/new-payment-plan.md): Create a structured customer payment plan with automatic installment generation in Finance & Revenue.
- [New Project](https://docs.encoreos.io/fa/new-project.md): Create a new project for grant tracking or cost accounting in Finance & Revenue.
- [New Purchase Order](https://docs.encoreos.io/fa/new-purchase-order.md): Create a new purchase order with line items, vendor, and delivery details in Finance & Revenue.
- [New Receipt](https://docs.encoreos.io/fa/new-receipt.md): Record a goods receipt against a purchase order in Finance & Revenue.
- [New Reconciliation](https://docs.encoreos.io/fa/new-reconciliation.md): Launch the bank reconciliation wizard to begin a new reconciliation session in Finance & Revenue.
- [New Recurring Invoice](https://docs.encoreos.io/fa/new-recurring-invoice.md): Create a recurring invoice template using a setup wizard in Finance & Revenue.
- [New Scenario](https://docs.encoreos.io/fa/new-scenario.md): Create a new what-if budget scenario for financial analysis in Finance & Revenue.
- [New Template](https://docs.encoreos.io/fa/new-template.md): Create a new budget template or financial statement template in Finance & Revenue.
- [New Vendor](https://docs.encoreos.io/fa/new-vendor.md): The /fa/vendors route redirects to the Payables & Expenses hub; vendor creation is handled from within the hub.
- [Open Commitments](https://docs.encoreos.io/fa/open-commitments.md): Report showing outstanding purchase order commitments with vendor, date, and amount filters in Finance & Revenue.
- [Outstanding Checks](https://docs.encoreos.io/fa/outstanding-checks.md): Report of uncleared checks aged by time bucket as of a selected date in Finance & Revenue.
- [Payables](https://docs.encoreos.io/fa/payables.md): Accounts payable hub combining vendors, purchase orders, receipts, bills, payments, and expense management in Finance & Revenue.
- [Payment Details](https://docs.encoreos.io/fa/payment-details.md): View and manage a payment batch record including individual payments and posting actions in Finance & Revenue.
- [Payment Plan Details](https://docs.encoreos.io/fa/payment-plan-details.md): View and manage a customer payment plan including installment schedule, approval actions, and status lifecycle in Finance & Revenue.
- [Payment Plans](https://docs.encoreos.io/fa/payment-plans.md): The /fa/payment-plans route redirects to the Accounts Receivable hub with the Payment Plans tab active in Finance & Revenue.
- [Payments](https://docs.encoreos.io/fa/payments.md): The /fa/payments route redirects to the Payables & Expenses hub with the Payments tab active in Finance & Revenue.
- [Plaid API Usage](https://docs.encoreos.io/fa/plaid-api-usage.md): Admin dashboard showing Plaid API request counts, rate limit hits, and sync success rates by institution in Finance & Revenue.
- [Project Accounting & Grant Tracking User Guide](https://docs.encoreos.io/fa/project-accounting-guide.md): Version: 1.0.0 Last Updated: 2026-02-09 Module: FA (Finance & Accounting) Status: Active
- [Project Details](https://docs.encoreos.io/fa/project-details.md): View project overview, budget, expenses, revenue, and grant drawdowns in Finance & Revenue.
- [Projects](https://docs.encoreos.io/fa/projects.md): List and filter project accounting records for grants and cost tracking in Finance & Revenue.
- [Purchase Order Details](https://docs.encoreos.io/fa/purchase-order-details.md): View purchase order header, line items, receipt history, three-way match, and approval actions in Finance & Revenue.
- [Purchase Orders User Guide](https://docs.encoreos.io/fa/purchase-orders-guide.md): The Purchase Orders module manages the full procurement lifecycle: creating POs, tracking approvals, receiving goods, performing 3-way matching against invoice…
- [Ramp Corporate Card Integration — Admin Guide](https://docs.encoreos.io/fa/ramp-integration-admin-guide.md): Module: FA-30 | Last Updated: 2026-02-24 | Status: Stable
- [Ramp Corporate Card Integration — User Guide](https://docs.encoreos.io/fa/ramp-integration-user-guide.md): Module: FA-30 | Last Updated: 2026-02-24 | Status: Published
- [Receipt Details](https://docs.encoreos.io/fa/receipt-details.md): View a goods receipt record including receipt number, status, date, and line quantities in Finance & Revenue.
- [Receipts](https://docs.encoreos.io/fa/receipts.md): The /fa/receipts route redirects to the Payables & Expenses hub with the Receipts tab active in Finance & Revenue.
- [Receivables Hub](https://docs.encoreos.io/fa/receivables-hub.md): Accounts receivable hub combining customers, invoices, payments, credit memos, and payment plans in Finance & Revenue.
- [Recognition by Period](https://docs.encoreos.io/fa/recognition-period.md): Report aggregating revenue recognition entries by fiscal period or recognition month in Finance & Revenue.
- [Reconciliation Details](https://docs.encoreos.io/fa/reconciliation-details.md): View and complete a bank reconciliation session including matched/unmatched transactions and adjustments in Finance & Revenue.
- [Reconciliation Report](https://docs.encoreos.io/fa/reconciliation-report.md): View and export a printable reconciliation report for a completed bank reconciliation in Finance & Revenue.
- [Reconciliation Wizard](https://docs.encoreos.io/fa/reconciliation-wizard.md): Guided multi-step wizard for starting a new bank reconciliation session in Finance & Revenue.
- [Reconciliations](https://docs.encoreos.io/fa/reconciliations.md): The /fa/reconciliations route redirects to the Banking hub with the Reconciliations tab active in Finance & Revenue.
- [Recurring Entries](https://docs.encoreos.io/fa/recurring-entries.md): The /fa/recurring-entries route redirects to the General Ledger hub with the Recurring Entries tab active in Finance & Revenue.
- [Recurring Invoice Details](https://docs.encoreos.io/fa/recurring-invoice-details.md): View and manage a recurring invoice template including schedule, status, generation history, and pause/delete actions in Finance & Revenue.
- [Recurring Invoices](https://docs.encoreos.io/fa/recurring-invoices.md): Manage recurring invoice templates that automatically generate invoices on a configured schedule for the Finance & Revenue core.
- [Report Builder](https://docs.encoreos.io/fa/report-builder.md): Create and manage custom financial report definitions with configurable fields, filters, and layout for the Finance & Revenue core.
- [Report History](https://docs.encoreos.io/fa/report-history.md): View and download previously generated financial reports from the execution history log in the Finance & Revenue core.
- [Report Schedules](https://docs.encoreos.io/fa/report-schedules.md): Configure automated report generation and delivery schedules for the Finance & Revenue core.
- [Revenue Contracts](https://docs.encoreos.io/fa/revenue-contracts.md): Manage multi-period revenue agreement master records for the Finance & Revenue core.
- [Revenue Recognitions](https://docs.encoreos.io/fa/revenue-recognitions.md): View and manage the append-only ledger of recognized revenue entries per fiscal period in the Finance & Revenue core.
- [Revenue Reports](https://docs.encoreos.io/fa/revenue-reports.md): Tabbed hub for recognition trends, deferred balances, and contract progress reports in the Finance & Revenue core.
- [Revenue Schedules](https://docs.encoreos.io/fa/revenue-schedules.md): Manage period-by-period revenue recognition plans linked to contracts or invoices in the Finance & Revenue core.
- [Rolling Forecasts](https://docs.encoreos.io/fa/rolling-forecasts.md): Manage financial forecasts with rolling horizons in the Finance & Revenue core.
- [Rolling Forecasts & Scenario Planning User Guide (FA-08 Enhancement)](https://docs.encoreos.io/fa/rolling-forecasts-scenarios-guide.md): This module extends the budgeting system with rolling forecasts, budget scenarios, and reusable budget templates. It enables dynamic financial planning through…
- [Run Depreciation](https://docs.encoreos.io/fa/run-depreciation.md): Depreciation run functionality is accessed from the Assets Hub depreciation tab in the Finance & Revenue core.
- [Scenario Details](https://docs.encoreos.io/fa/scenario-details.md): View and edit budget scenario lines and comparisons for a specific scenario in the Finance & Revenue core.
- [Statement of Activities](https://docs.encoreos.io/fa/statement-activities.md): Generate and export the Statement of Activities financial report filtered by fiscal period and fund in the Finance & Revenue core.
- [Tax Compliance Dashboard](https://docs.encoreos.io/fa/tax-compliance-dashboard.md): Admin overview of tax years, 1099 forms, W-2 forms, and tax distributions for the Finance & Revenue core.
- [Tax Distribution](https://docs.encoreos.io/fa/tax-distribution.md): View and manage tax form distributions to recipients in the Finance & Revenue core.
- [Tax Report Details](https://docs.encoreos.io/fa/tax-report-details.md): View the details of a specific tax report record in the Finance & Revenue core.
- [Tax Reporting & Compliance — Admin Guide](https://docs.encoreos.io/fa/tax-reporting-admin-guide.md): Version: 1.0.0 Module: FA (Finance & Revenue) Status: Active
- [Tax Reporting & Compliance — User Guide](https://docs.encoreos.io/fa/tax-reporting-user-guide.md): Version: 1.1.0 Module: FA (Finance & Revenue) Status: Active
- [Tax Reports](https://docs.encoreos.io/fa/tax-reports.md): List and navigate to tax reports by type, year, quarter, and status in the Finance & Revenue core.
- [Tax Year Details](https://docs.encoreos.io/fa/tax-year-details.md): View and manage the details of a specific tax year including form generation and year close in the Finance & Revenue core.
- [Tax Years](https://docs.encoreos.io/fa/tax-years.md): List and navigate to tax year records for annual filing management in the Finance & Revenue core.
- [Template Details](https://docs.encoreos.io/fa/template-details.md): View and manage a budget template's structure, line items, and sharing settings in the Finance & Revenue core.
- [Template Library](https://docs.encoreos.io/fa/template-library.md): Browse and apply budget templates from a shared library in the Finance & Revenue core.
- [Transfer Asset](https://docs.encoreos.io/fa/transfer-asset.md): Fixed asset transfer is performed via a dialog within the Asset Detail page in the Finance & Revenue core.
- [Transfer UI Sandbox](https://docs.encoreos.io/fa/transfer-ui-sandbox.md): Development-only E2E test scaffold for the Plaid Transfer UI flow in the Finance & Revenue core.
- [Trend Analysis](https://docs.encoreos.io/fa/trend-analysis.md): View revenue and expense trend charts over time for financial analysis in the Finance & Revenue core.
- [Trial Balance](https://docs.encoreos.io/fa/trial-balance.md): Generate and filter the trial balance report by fiscal year, period, and fund in the Finance & Revenue core.
- [Unposted Entries](https://docs.encoreos.io/fa/unposted-entries.md): View draft journal entries with aging analysis and export to CSV in the Finance & Revenue core.
- [Variance Analysis](https://docs.encoreos.io/fa/variance-analysis.md): Compare actuals against a selected budget to identify variances by account in the Finance & Revenue core.
- [Vendor Details](https://docs.encoreos.io/fa/vendor-details.md): View and edit the details of a specific vendor record in the Finance & Revenue core.
- [Vendors](https://docs.encoreos.io/fa/vendors.md): Manage vendor records and navigate to vendor details from the Accounts Payable hub in the Finance & Revenue core.
- [W-2 Form Details](https://docs.encoreos.io/fa/w-2-form-details.md): View W-2 wage statement details and initiate corrected form creation for an employee in the Finance & Revenue core.
- [W-2 Forms](https://docs.encoreos.io/fa/w-2-forms.md): List and navigate to W-2 wage statement records for employees in the Finance & Revenue core.
- [Facilities, Inventory & Vendors Overview](https://docs.encoreos.io/fm/FM_OVERVIEW.md): Overview of the Facilities, Inventory & Vendors core in Encore Health OS — purpose, scope, and key responsibilities.
- [Asset Details](https://docs.encoreos.io/fm/asset-details.md): Detailed view of a single asset at /fm/assets/:id, with tabs for maintenance history, location history, and depreciation schedule.
- [Asset Register](https://docs.encoreos.io/fm/asset-register.md): Complete inventory of all assets at /fm/asset-register with summary totals and export to CSV or Excel.
- [Assets](https://docs.encoreos.io/fm/assets.md): Manage facility assets and equipment at /fm/assets, with filters for status, category, and site, plus a guided tour.
- [Dashboard](https://docs.encoreos.io/fm/dashboard.md): Facilities Management overview showing open work orders, total assets, low stock items, and active vendors at /fm/dashboard.
- [Facilities Management Database Tables](https://docs.encoreos.io/fm/database-tables.md): Module: Facilities Management Prefix: fm_ Table Count: 22 Last Updated: 2026-01-10
- [Depreciation Report](https://docs.encoreos.io/fm/depreciation-report.md): Asset depreciation schedule and analysis at /fm/depreciation, with category bar chart, YTD totals, and CSV/Excel export.
- [Driver Details](https://docs.encoreos.io/fm/driver-details.md): Comprehensive detail view of a single fleet driver at /fm/fleet/drivers/:id, including license, CDL, assigned vehicles, trips, and expiration alerts.
- [Facilities](https://docs.encoreos.io/fm/facilities.md): The /fm route redirects to /fm/dashboard and is not a standalone screen.
- [Facilities Forms](https://docs.encoreos.io/fm/facilities-forms.md): The /fm/forms route is not defined in fm.tsx and does not exist as a standalone screen.
- [Facilities Settings](https://docs.encoreos.io/fm/facilities-settings.md): Configure module-level settings for Facilities Management at /fm/settings, including work orders, inventory, maintenance, and asset management options.
- [Fleet Analytics](https://docs.encoreos.io/fm/fleet-analytics.md): Fleet performance metrics and trends at /fm/fleet/analytics with KPI cards, mileage and fuel cost charts, and a per-vehicle comparison table.
- [Fleet Dashboard](https://docs.encoreos.io/fm/fleet-dashboard.md): Fleet Management overview at /fm/fleet/dashboard showing total vehicles, drivers, monthly mileage, fuel cost, expiration alerts, and charts.
- [Fleet Maintenance](https://docs.encoreos.io/fm/fleet-maintenance.md): Manage fleet vehicle maintenance schedules at /fm/fleet/maintenance with overdue detection, trigger-type filters, and work order generation.
- [Fleet Management](https://docs.encoreos.io/fm/fleet-management.md): The /fm/fleet route redirects to /fm/fleet/dashboard and is not a standalone screen.
- [Fleet Management Admin Guide](https://docs.encoreos.io/fm/fleet-management-admin-guide.md): Feature ID: FM-13 Module: FM (Facilities Management)
- [Fleet Management User Guide](https://docs.encoreos.io/fm/fleet-management-user-guide.md): Feature ID: FM-13 Module: FM (Facilities Management)
- [Fuel Logs](https://docs.encoreos.io/fm/fuel-logs.md): View, filter, and log fleet fuel purchases at /fm/fleet/fuel-logs with summary cards for total cost, gallons, and average MPG.
- [Inspections](https://docs.encoreos.io/fm/inspections.md): Facility inspections screen at /fm/inspections — currently renders an empty state placeholder pending full implementation.
- [Inventory](https://docs.encoreos.io/fm/inventory.md): Manage inventory items and stock levels at /fm/inventory, with filters for search, category, and low-stock status.
- [FM Inventory Management - Administrator Guide](https://docs.encoreos.io/fm/inventory-admin-guide.md): Module: FM-02 Inventory Management Audience: Facilities Managers, Org Admins, FM Administrators Last Updated: 2025-12-06
- [Inventory Locations](https://docs.encoreos.io/fm/inventory-locations.md): Manage storage locations for inventory at /fm/inventory/locations, with filtering by location type and the ability to add, edit, or deactivate locations.
- [FM Inventory Management - User Guide](https://docs.encoreos.io/fm/inventory-user-guide.md): Module: FM-02 Inventory Management Audience: Maintenance Technicians, Warehouse Staff, Facilities Staff Last Updated: 2025-12-06
- [Item Details](https://docs.encoreos.io/fm/item-details.md): Detailed view of a single inventory item at /fm/inventory/:id, showing quantities, costs, location breakdown, and transaction history.
- [Maintenance Cost Analysis](https://docs.encoreos.io/fm/maintenance-cost-analysis.md): Track maintenance spending by asset at /fm/maintenance-cost-report, with monthly trend and top-10 cost charts plus CSV/Excel export.
- [New Vendor](https://docs.encoreos.io/fm/new-vendor.md): The /fm/vendors/new route is not defined in fm.tsx and does not exist as a standalone screen.
- [New Work Order](https://docs.encoreos.io/fm/new-work-order.md): The /fm/work-orders/new route redirects to /fm/work-orders?action=new and is not a standalone screen.
- [Preventive Maintenance Administrator Guide](https://docs.encoreos.io/fm/pm-admin-guide.md): This guide covers administrative setup and configuration of Preventive Maintenance (PM) in the Facilities Management module.
- [PM Schedule Details](https://docs.encoreos.io/fm/pm-schedule-details.md): Detailed view of a single PM schedule at /fm/pm-schedules/:id, showing next due date, completion history, and pause/resume controls.
- [PM Schedules](https://docs.encoreos.io/fm/pm-schedules.md): Manage preventive maintenance schedules at /fm/pm-schedules, with compliance stats and filters for status and overdue items.
- [PM Template Details](https://docs.encoreos.io/fm/pm-template-details.md): Detailed view of a single PM template at /fm/pm-templates/:id, showing checklist items, required materials, and configuration.
- [PM Templates](https://docs.encoreos.io/fm/pm-templates.md): Define preventive maintenance procedures at /fm/pm-templates, with filters for asset type, frequency, compliance, and active status.
- [Preventive Maintenance User Guide](https://docs.encoreos.io/fm/pm-user-guide.md): This guide covers how to use the Preventive Maintenance (PM) features in the Facilities Management module.
- [Preventive Maintenance](https://docs.encoreos.io/fm/preventive-maintenance.md): The /fm/preventive-maintenance route is not defined in fm.tsx and does not exist as a standalone screen.
- [Reservations](https://docs.encoreos.io/fm/reservations.md): Manage shared vehicle reservations at /fm/fleet/reservations with status filtering and cancel/edit actions.
- [Vehicle Details](https://docs.encoreos.io/fm/vehicle-details.md): Comprehensive detail view of a single fleet vehicle at /fm/fleet/vehicles/:id, with tabs for trips, fuel, mileage, and maintenance history.
- [Vehicles](https://docs.encoreos.io/fm/vehicles.md): Paginated list of fleet vehicles at /fm/fleet/vehicles with search and filters for status, fuel type, and site.
- [FM Vendor Management - Administrator Guide](https://docs.encoreos.io/fm/vendor-admin-guide.md): Module: FM-03 Vendor Management Audience: Facilities Managers, Org Admins, FM Administrators Last Updated: 2025-12-07
- [Vendor Details](https://docs.encoreos.io/fm/vendor-details.md): Detailed view of a single vendor at /fm/vendors/:id, showing contact info, certifications, work orders, and performance metrics.
- [FM Vendor Management - User Guide](https://docs.encoreos.io/fm/vendor-user-guide.md): Module: FM-03 Vendor Management Audience: Maintenance Technicians, Facilities Staff, Project Managers Last Updated: 2025-12-07
- [Vendors](https://docs.encoreos.io/fm/vendors.md): Manage contractors and service providers at /fm/vendors, with filters for category, active status, and preferred status.
- [Work Order Details](https://docs.encoreos.io/fm/work-order-details.md): Detailed view of a single work order at /fm/work-orders/:id, showing status, assignment, timeline, costs, materials, attachments, and history.
- [Work Orders](https://docs.encoreos.io/fm/work-orders.md): List and manage maintenance work orders at /fm/work-orders, with filters for status, priority, and category.
- [FW Operating Runbook](https://docs.encoreos.io/fw/FW-OPERATING-RUNBOOK.md): Version: 1.0.0 Last Updated: 2026-04-18 Audience: On-call platform admin / FW core engineer Companion docs: - Automation Observability (admin) - Dead Letter Qu…
- [Forms & Workflow Overview](https://docs.encoreos.io/fw/FW_OVERVIEW.md): Overview of the Forms & Workflow core in Encore Health OS — purpose, scope, and key responsibilities.
- [All Forms](https://docs.encoreos.io/fw/all-forms.md): Browse, search, filter, and manage all forms in the organization at route /fw/forms.
- [Analytics](https://docs.encoreos.io/fw/analytics.md): Summary analytics across all forms, including submission counts, completion rates, and trends at /fw/analytics.
- [Approval Chains](https://docs.encoreos.io/fw/approval-chains.md): Configure and manage multi-step approval workflow chains for forms and requests at /fw/approval-chains.
- [Approval Details](https://docs.encoreos.io/fw/approval-details.md): View and act on a single approval request identified by requestId at /fw/approvals/:requestId.
- [Approval Inbox](https://docs.encoreos.io/fw/approval-inbox.md): View and action pending approval requests assigned to the current user at /fw/approvals.
- [Approval Routing Rules](https://docs.encoreos.io/fw/approval-routing-rules.md): Manage conditional approval routing rules that assign chains by entity type at /fw/approval-routing.
- [Audit & Compliance](https://docs.encoreos.io/fw/audit-compliance.md): Export workflow audit data, generate compliance reports, and manage retention settings at /fw/audit-compliance.
- [Automation Details](https://docs.encoreos.io/fw/automation-details.md): View trigger configuration, action steps, and the last execution trace for a single automation rule at /fw/automations/:id.
- [Automations](https://docs.encoreos.io/fw/automations.md): Create, manage, and monitor automation rules with triggers and actions at /fw/automations.
- [Dashboard](https://docs.encoreos.io/fw/dashboard.md): Forms & Workflow overview dashboard showing active forms, submissions, automations, and pending approvals at /fw/dashboard.
- [Forms & Workflow Database Tables](https://docs.encoreos.io/fw/database-tables.md): Module: Forms & Workflow Engine Prefix: fw_ Table Count: 54 Last Updated: 2026-01-10
- [Dead Letter Queue](https://docs.encoreos.io/fw/dead-letter-queue.md): Inspect, retry, and discard failed automation executions held in the dead letter queue at /fw/dead-letter-queue.
- [Decision Tables](https://docs.encoreos.io/fw/decision-tables.md): Browse, search, and manage decision tables with status and tag filters at /fw/decision-tables.
- [Delegations](https://docs.encoreos.io/fw/delegations.md): Manage approval authority delegations that transfer your approval rights to another user at /fw/delegations.
- [Dependency Graph](https://docs.encoreos.io/fw/dependency-graph.md): Visualize dependencies between forms, workflows, automations, decision tables, and events at /fw/settings/dependency-graph.
- [Durable Execution Worker — Admin Guide](https://docs.encoreos.io/fw/durable-execution-worker-admin-guide.md): Version: 1.0.0 Last Updated: 2026-03-18 Status: Active Module: FW
- [Durable Execution Worker — API Reference](https://docs.encoreos.io/fw/durable-execution-worker-api-reference.md): Version: 1.0.0 Last Updated: 2026-03-18 Status: Active Module: FW
- [Durable Execution Worker — Runbook](https://docs.encoreos.io/fw/durable-execution-worker-runbook.md): Version: 1.0.0 Last Updated: 2026-03-18 Status: Active Module: FW
- [Edit Approval Chain](https://docs.encoreos.io/fw/edit-approval-chain.md): Edit an existing multi-step approval chain using the chain builder at /fw/approval-chains/:chainId/edit.
- [Edit Decision Table](https://docs.encoreos.io/fw/edit-decision-table.md): Full decision table editor with a rule grid, test panel, and version history at /fw/decision-tables/:id/edit.
- [Execution Timeout Administration Guide](https://docs.encoreos.io/fw/execution-timeout-admin-guide.md): Last Updated: 2026-03-19
- [Form Analytics Guide](https://docs.encoreos.io/fw/form-analytics-guide.md): Form Analytics provides actionable insights into form usage, completion patterns, and user engagement to help optimize forms and improve completion rates.
- [Form Editor](https://docs.encoreos.io/fw/form-editor.md): Visual form builder with drag-and-drop fields, wizard config, portal integration, and PDF preview at /fw/forms/edit.
- [Form Library](https://docs.encoreos.io/fw/form-library.md): Browse, preview, and use form templates with AI recommendations and a template generator at /fw/form-templates.
- [Forms Settings](https://docs.encoreos.io/fw/forms-settings.md): Configure Forms & Workflow module settings including submission retention, automation limits, and worker configuration at /fw/settings.
- [Forms & Workflows](https://docs.encoreos.io/fw/forms-workflows.md): Entry point for the Forms & Workflow core; redirects to the dashboard at /fw/dashboard.
- [Healthcare Patterns](https://docs.encoreos.io/fw/healthcare-patterns.md): Browse and instantiate pre-built healthcare workflow patterns with compliance tags at /fw/healthcare-patterns.
- [Inbound Webhooks](https://docs.encoreos.io/fw/inbound-webhooks.md): Create and manage inbound webhook endpoints for receiving external data with HMAC-SHA256, API key, or OAuth Bearer authentication at /fw/webhooks.
- [Listing Details](https://docs.encoreos.io/fw/listing-details.md): View full marketplace listing details, ratings, and clone a wizard template into your organization at /fw/wizards/marketplace/:listingId.
- [FW Module Tables Reference](https://docs.encoreos.io/fw/module-tables.md): This document provides a reference for all database tables in the Forms & Workflow (FW) module.
- [My Requests](https://docs.encoreos.io/fw/my-requests.md): View all approval requests submitted by the current user at /fw/my-requests.
- [New Approval Chain](https://docs.encoreos.io/fw/new-approval-chain.md): Create a new multi-step approval workflow chain using the chain builder at /fw/approval-chains/new.
- [New Automation](https://docs.encoreos.io/fw/new-automation.md): Create a new automation rule with triggers and actions for the Forms & Workflow core.
- [New Decision Table](https://docs.encoreos.io/fw/new-decision-table.md): Create a new decision table to define rule-based logic for workflows and automations.
- [New Form](https://docs.encoreos.io/fw/new-form.md): Create a new form using the visual form builder with fields, wizard configuration, and PDF preview.
- [New Wizard](https://docs.encoreos.io/fw/new-wizard.md): Create a new multi-step wizard template by specifying its name, module, and type before configuring steps.
- [New Workflow](https://docs.encoreos.io/fw/new-workflow.md): There is no standalone New Workflow route; workflows are created through automation rules in the Automations page.
- [Rate Limits](https://docs.encoreos.io/fw/rate-limits.md): Monitor workflow execution rate limit utilization against configured thresholds.
- [Regulatory Log](https://docs.encoreos.io/fw/regulatory-log.md): Track and manage regulatory changes that affect healthcare workflow patterns and compliance obligations.
- [Subflow Editor](https://docs.encoreos.io/fw/subflow-editor.md): Build and configure reusable workflow fragments that can be embedded in other automations.
- [Subflows](https://docs.encoreos.io/fw/subflows.md): Browse, create, and manage reusable workflow fragments that can be embedded in other automations.
- [Submission Details](https://docs.encoreos.io/fw/submission-details.md): View a single form submission with status management, notes, attachments, signatures, and PDF export.
- [Submissions](https://docs.encoreos.io/fw/submissions.md): View, filter, and export form submissions across all forms in the organization.
- [Template Marketplace](https://docs.encoreos.io/fw/template-marketplace.md): Browse, preview, and clone workflow templates shared across organizations, with AI-powered recommendations.
- [Unused Entities](https://docs.encoreos.io/fw/unused-entities.md): Identify and archive orphaned forms, automations, and decision tables that have no active references.
- [Wizard Analytics](https://docs.encoreos.io/fw/wizard-analytics.md): View completion, drop-off, and performance metrics for a specific wizard template.
- [Wizard Editor](https://docs.encoreos.io/fw/wizard-editor.md): Configure wizard template steps, validation, and visibility conditions using the Wizard Builder.
- [Wizard Marketplace](https://docs.encoreos.io/fw/wizard-marketplace.md): Discover and clone wizard templates shared by other organizations, with featured listings and search filters.
- [Wizard Templates](https://docs.encoreos.io/fw/wizard-templates.md): Manage multi-step wizard templates for your organization, including custom, system, and migrated wizards.
- [Workflow Alerts](https://docs.encoreos.io/fw/workflow-alerts.md): Monitor and manage workflow issues and alerts surfaced by the automation engine.
- [Workflow Analytics](https://docs.encoreos.io/fw/workflow-analytics.md): View execution metrics, performance trends, and bottleneck analysis for a specific automation workflow.
- [Workflow Builder API Reference](https://docs.encoreos.io/fw/workflow-api.md): Technical reference for Workflow Builder React components, hooks, and types in the FW core.
- [Workflow Builder User Guide](https://docs.encoreos.io/fw/workflow-builder-guide.md): The Encore Health OS Visual Workflow Builder allows you to create complex automation workflows using a drag-and-drop interface. Workflows can include condition…
- [Workflow Calendars](https://docs.encoreos.io/fw/workflow-calendars.md): Define and manage business calendars with working hours and holidays for SLA deadline calculations.
- [Workflow Editor](https://docs.encoreos.io/fw/workflow-editor.md): Build and configure the visual workflow graph for an automation rule using a node-based canvas editor.
- [Workflow Examples](https://docs.encoreos.io/fw/workflow-examples.md): This document provides real-world examples of workflows you can build with the Encore Health OS Visual Workflow Builder.
- [Workflow KPI Dashboard](https://docs.encoreos.io/fw/workflow-kpi-dashboard.md): Track key business metrics and workflow performance indicators with configurable date ranges and drill-down navigation.
- [Workflow Optimization](https://docs.encoreos.io/fw/workflow-optimization.md): Review AI-powered optimization suggestions and compliance scores for workflow performance and reliability.
- [Workflow Templates](https://docs.encoreos.io/fw/workflow-templates.md): Browse, preview, and use pre-built workflow templates to create automations quickly.
- [Workflow Versioning Guide](https://docs.encoreos.io/fw/workflow-versioning-guide.md): Workflow versioning provides complete change tracking, rollback capability, and an immutable audit trail for compliance. Every time you publish a workflow, a p…
- [Workflows](https://docs.encoreos.io/fw/workflows.md): There is no standalone Workflows list route; workflow definitions are managed through automation rules.
- [Governance](https://docs.encoreos.io/governance/index.md): Last Updated: 2026-04-12
- [Accreditation Management Admin Guide](https://docs.encoreos.io/gr/accreditation-admin-guide.md): Module: GR-08 Accreditation Management Audience: Compliance Officers, Administrators Last Updated: 2025-12-15
- [Accreditation Dashboard](https://docs.encoreos.io/gr/accreditation-dashboard.md): Summary dashboard showing accreditation status, renewals due within 30 days, upcoming surveys, and standards compliance by body.
- [Accreditation Details](https://docs.encoreos.io/gr/accreditation-details.md): Detail view for a single accreditation with tabs for overview, standards, surveys, evidence documents, and tracer readiness.
- [Accreditation Reports](https://docs.encoreos.io/gr/accreditation-reports.md): Generate and view accreditation status and renewal tracking reports across all accreditation bodies.
- [Accreditation Management User Guide](https://docs.encoreos.io/gr/accreditation-user-guide.md): Module: GR-08 Accreditation Management Audience: All Staff Last Updated: 2025-12-15
- [Accreditations](https://docs.encoreos.io/gr/accreditations.md): Browse, filter, and manage all accreditation records with status, body, and upcoming renewal tracking.
- [Acknowledgment Tracker](https://docs.encoreos.io/gr/acknowledgment-tracker.md): Admin view for tracking policy acknowledgment status across all employees, with filtering and CSV export.
- [AI Advisor](https://docs.encoreos.io/gr/ai-advisor.md): The /gr/ai path has no registered standalone route and redirects to the GR dashboard.
- [AI Compliance Advisor - Administrator Guide](https://docs.encoreos.io/gr/ai-compliance-admin-guide.md): Module: GR Core - AI Compliance Advisor (GR-06) Audience: Compliance Officers, System Administrators Last Updated: 2025-12-14
- [AI Compliance Advisor - User Guide](https://docs.encoreos.io/gr/ai-compliance-user-guide.md): Module: GR Core - AI Compliance Advisor (GR-06) Audience: All Staff, Compliance Officers Last Updated: 2025-12-14
- [AI Compliance Advisor - Prompts Reference](https://docs.encoreos.io/gr/ai-prompts-reference.md): Module: GR Core - AI Compliance Advisor (GR-06) Audience: Developers, Technical Administrators Last Updated: 2025-12-14
- [AI Suggestions](https://docs.encoreos.io/gr/ai-suggestions.md): Dashboard for reviewing and managing AI-generated compliance recommendations, organized by status: all, pending, accepted, rejected.
- [Analytics](https://docs.encoreos.io/gr/analytics.md): Procedure execution metrics, policy coverage heatmap, compliance effectiveness scores, trends, and benchmarking at /gr/procedures/analytics.
- [GR Audit Management - Admin Guide](https://docs.encoreos.io/gr/audit-admin-guide.md): Module: GR-04 Audit Management Audience: Compliance Officers, Administrators Last Updated: 2025-12-14
- [Audit Details](https://docs.encoreos.io/gr/audit-details.md): Detail view for a single audit with tabs for overview, checklist, findings, team, and evidence; supports start and complete actions.
- [Audit Findings](https://docs.encoreos.io/gr/audit-findings.md): Cross-audit list of all audit findings with status and severity filters, overdue tracking, and finding detail navigation.
- [Audit Management](https://docs.encoreos.io/gr/audit-management.md): Browse, search, filter, and create audits across the organization with upcoming-audit tracking and guided tour.
- [Audit Preparation](https://docs.encoreos.io/gr/audit-preparation.md): AI-powered audit readiness assessment that generates preparation recommendations for a selected upcoming audit.
- [Audit Readiness](https://docs.encoreos.io/gr/audit-readiness.md): Dashboard showing an overall readiness score and per-category readiness breakdown for upcoming audits within 90 days.
- [GR Audit Management - User Guide](https://docs.encoreos.io/gr/audit-user-guide.md): Module: GR-04 Audit Management Audience: All Staff Last Updated: 2025-12-14
- [Board Management](https://docs.encoreos.io/gr/board-management.md): The /gr/board path has no registered standalone route in the application.
- [CEU Transcript](https://docs.encoreos.io/gr/ceu-transcript.md): Personal continuing education unit transcript showing completed training, credits earned by category, with date-range filtering and CSV export.
- [Change Details](https://docs.encoreos.io/gr/change-details.md): Detail view for a single regulatory change event, showing diff text, classification, impact list, and Approve or Dismiss actions.
- [GR Compliance Tracking - Admin Guide](https://docs.encoreos.io/gr/compliance-admin-guide.md): Module: GR-03 Compliance Tracking Audience: Compliance Officers, Administrators Last Updated: 2025-12-13
- [Compliance Dashboard](https://docs.encoreos.io/gr/compliance-dashboard.md): Main compliance dashboard showing overall compliance score, requirement counts, upcoming deadlines, and remediation summary.
- [GR Compliance Tracking - User Guide](https://docs.encoreos.io/gr/compliance-user-guide.md): Module: GR-03 Compliance Tracking Audience: All Staff Last Updated: 2025-12-13
- [Contract Management Admin Guide](https://docs.encoreos.io/gr/contract-admin-guide.md): Module: GR-10 Contract Management Audience: Contract Managers, Administrators Version: 1.0.0 Last Updated: 2025-12-25 Status: Active
- [Contract Dashboard](https://docs.encoreos.io/gr/contract-dashboard.md): Overview dashboard for the contract portfolio showing stats, contracts expiring within 90 days, and recently active contracts.
- [Contract Details](https://docs.encoreos.io/gr/contract-details.md): Single contract view with tabs for overview, obligations, milestones, amendments, and contract management actions.
- [Contract Management User Guide](https://docs.encoreos.io/gr/contract-user-guide.md): Module: GR-10 Contract Management Audience: All Staff Version: 1.0.0 Last Updated: 2025-12-25 Status: Active
- [Contracts](https://docs.encoreos.io/gr/contracts.md): Main contract management list with search, status and type filters, grid or table view toggle, and contract creation.
- [Corrective Actions](https://docs.encoreos.io/gr/corrective-actions.md): Cross-audit list of all corrective actions with status tracking, overdue detection, search, and status filter.
- [Dashboard](https://docs.encoreos.io/gr/dashboard.md): GR module overview dashboard showing compliance score, pending actions, risk and audit stats, and navigation to all GR areas.
- [Governance & Risk Database Tables](https://docs.encoreos.io/gr/database-tables.md): Module: Governance, Risk & Compliance Prefix: gr_ Table Count: 49 Last Updated: 2026-01-10
- [Documents](https://docs.encoreos.io/gr/documents.md): The /gr/documents path has no registered standalone route in the application.
- [Edit Procedure](https://docs.encoreos.io/gr/edit-procedure.md): Full procedure editor with metadata form and interactive visual workflow canvas for creating or updating procedure step flows.
- [Evidence](https://docs.encoreos.io/gr/evidence.md): The /gr/accreditations/:id/evidence path is not a standalone route; evidence is a tab within the Accreditation Details page.
- [Gap Analysis](https://docs.encoreos.io/gr/gap-analysis.md): AI-powered compliance gap analysis that generates an assessment of gaps for a selected regulatory requirement.
- [Governance & Learning Overview](https://docs.encoreos.io/gr/governance.md): Landing page for the Governance & Learning module, redirecting to the GR dashboard with compliance score, pending actions, active risks, and training completion stats.
- [Governance Controls](https://docs.encoreos.io/gr/governance-controls.md): Tabbed hub for nonprofit governance: COI attestations, whistleblower reports, board minutes, board resolutions, and document retention.
- [Governance Forms](https://docs.encoreos.io/gr/governance-forms.md): Lists all forms owned by the Governance core, enabling staff to view and launch GR-scoped workflow forms created in the Forms & Workflows module.
- [Governance Reports](https://docs.encoreos.io/gr/governance-reports.md): Hub page linking to QI reports, accreditation reports, and audit management — surfaces available report destinations behind per-tile permission gates.
- [Governance Settings](https://docs.encoreos.io/gr/governance-settings.md): Admin configuration page for the Governance & Reporting module — manages policy, compliance, training, document, AI, QI, and contract settings for the organization.
- [Incident Details](https://docs.encoreos.io/gr/incident-details.md): Tabbed detail view for a single incident — overview, investigation, corrective actions, and regulatory reports tabs with resolve and close actions.
- [Incidents](https://docs.encoreos.io/gr/incidents.md): Browse, filter, and report organizational incidents — shows total, open, critical, and overdue-action counts with category, severity, and status filters.
- [Governance & Compliance Documentation](https://docs.encoreos.io/gr/index.md): Module: GR Core Audience: All Staff, Compliance Officers, Administrators Last Updated: 2025-12-14
- [Meetings](https://docs.encoreos.io/gr/meetings.md): Governance meetings list — this route does not exist in the current application. A dedicated meetings page has not been implemented.
- [Members](https://docs.encoreos.io/gr/members.md): Governance members list — this route does not exist in the current application. A dedicated members page has not been implemented.
- [My Acknowledgments](https://docs.encoreos.io/gr/my-acknowledgments.md): Personal policy acknowledgment queue — view pending, overdue, and completed policy acknowledgments assigned to the current user, and submit acknowledgments inline.
- [My QI Dashboard](https://docs.encoreos.io/gr/my-qi-dashboard.md): Personal Quality Improvement dashboard showing the current user's assigned improvements, QI projects they own, and active PDSA cycles.
- [My Training](https://docs.encoreos.io/gr/my-training.md): Personal training enrollment dashboard — view assigned courses by status (pending, in progress, completed, overdue) and access course materials or certificates.
- [New Accreditation](https://docs.encoreos.io/gr/new-accreditation.md): New accreditation entry — this route does not exist. Accreditations are created via a dialog within the Accreditation List page.
- [New Audit](https://docs.encoreos.io/gr/new-audit.md): Audit Setup wizard — a multi-step, permission-gated wizard for creating new audits including team assignments and checklists.
- [New Contract](https://docs.encoreos.io/gr/new-contract.md): Contract creation wizard — a permission-gated, multi-step wizard for creating new contracts with type, parties, terms, and obligations.
- [New Meeting](https://docs.encoreos.io/gr/new-meeting.md): New meeting creation — this route does not exist in the current application. No meeting creation wizard or page has been implemented.
- [New Member](https://docs.encoreos.io/gr/new-member.md): New governance member creation — this route does not exist in the current application. No member creation page has been implemented.
- [New Policy](https://docs.encoreos.io/gr/new-policy.md): Policy creation wizard — a 4-step dialog wizard for creating a new policy with details, document upload, lifecycle settings, and a final review step.
- [New Procedure](https://docs.encoreos.io/gr/new-procedure.md): Create a new procedure — permission-gated editor page for authoring a new organizational procedure with content, category, and ownership fields.
- [New QI Project](https://docs.encoreos.io/gr/new-qi-project.md): Quality Improvement project creation wizard — a multi-step wizard for creating a new QI project with goals, team, measures, and PDSA cycle setup.
- [New Requirement](https://docs.encoreos.io/gr/new-requirement.md): Compliance requirement setup wizard — a permission-gated, multi-step wizard for creating a new compliance requirement with scheduled checks and document evidence entries.
- [New Risk](https://docs.encoreos.io/gr/new-risk.md): New risk entry — there is no /gr/risks/new route; risk creation uses the Risk Assessment wizard at /gr/risks/wizard, which requires the gr.risks.admin permission.
- [New Training](https://docs.encoreos.io/gr/new-training.md): New training course creation — this route does not exist in the current application. No dedicated training-creation wizard page has been implemented at this path.
- [Policy Acknowledgment Forms](https://docs.encoreos.io/gr/policy-acknowledgment-forms.md): Admin settings page for managing GR-owned forms that can be attached to a policy as its custom acknowledgment form, overriding the default attestation fields.
- [GR Policy Management - Admin Guide](https://docs.encoreos.io/gr/policy-admin-guide.md): Module: GR-01 Policy Management Audience: Compliance Officers, HR Managers, Administrators Last Updated: 2025-12-12
- [Policy Custom Fields](https://docs.encoreos.io/gr/policy-custom-fields.md): Admin settings page for managing custom field definitions on GR policy records — create, edit, enable/disable, and delete per-tenant policy metadata fields.
- [Policy Details](https://docs.encoreos.io/gr/policy-details.md): Single policy view with tabs for overview, version history, acknowledgment tracking, and role assignments — includes approve and deprecate actions for authorized users.
- [Policy Library](https://docs.encoreos.io/gr/policy-library.md): Browse and manage all organizational policies — searchable, filterable list with grid and list views, pagination, and a guided tour.
- [Policy Reviews](https://docs.encoreos.io/gr/policy-reviews.md): Compliance officer dashboard for managing policy review cycles — view overdue and upcoming reviews, filter by category, and mark policies as reviewed.
- [GR Policy Management - User Guide](https://docs.encoreos.io/gr/policy-user-guide.md): Module: GR-01 Policy Management Audience: All Staff (Employees, Technicians, Counselors, etc.) Last Updated: 2025-12-12
- [GR Procedures Management - Admin Guide](https://docs.encoreos.io/gr/procedure-admin-guide.md): Version: 1.0.0 Last Updated: 2026-01-28 Module: GR (Governance & Risk) Status: Active
- [Procedure Details](https://docs.encoreos.io/gr/procedure-details.md): View a single procedure's metadata, visual workflow steps, version history, and execution records.
- [GR Procedures Management - User Guide](https://docs.encoreos.io/gr/procedure-user-guide.md): Version: 1.0.0 Last Updated: 2026-01-28 Module: GR (Governance & Risk) Status: Active
- [Procedures](https://docs.encoreos.io/gr/procedures.md): Browse, search, and manage operational procedures across clinical, safety, HR, and other categories.
- [Quality Improvement Admin Guide](https://docs.encoreos.io/gr/qi-admin-guide.md): Module: GR Core - Quality Improvement (GR-07) Audience: QI Coordinators, Compliance Officers, Administrators Last Updated: 2025-12-15
- [QI Dashboard](https://docs.encoreos.io/gr/qi-dashboard.md): Aggregate dashboard showing Quality Improvement project metrics, trend charts, and overdue improvement alerts.
- [QI Overview](https://docs.encoreos.io/gr/qi-overview.md): Quality Improvement project list with search, category and status filters, summary stats, and project creation.
- [QI Project Details](https://docs.encoreos.io/gr/qi-project-details.md): Detailed view of a single Quality Improvement project with tabs for overview, PDSA cycles, metrics, and improvements.
- [QI Reports](https://docs.encoreos.io/gr/qi-reports.md): Export Quality Improvement project data, PDSA cycles, metrics, and improvement records in PDF or other formats.
- [QI Templates](https://docs.encoreos.io/gr/qi-templates.md): Create, edit, and use reusable Quality Improvement project templates to standardize recurring QI initiatives.
- [Quality Improvement User Guide](https://docs.encoreos.io/gr/qi-user-guide.md): Module: GR Core - Quality Improvement (GR-07) Audience: All Staff Last Updated: 2025-12-15
- [Regulatory Changes](https://docs.encoreos.io/gr/regulatory-changes.md): Monitor a status-tabbed feed of detected regulatory content changes from watched sources.
- [Regulatory Sources](https://docs.encoreos.io/gr/regulatory-sources.md): Register and manage monitored regulator URLs that are polled for content changes.
- [Remediation Tracker](https://docs.encoreos.io/gr/remediation-tracker.md): Track and manage compliance remediation items, filter by status or overdue flag, and resolve or close open items.
- [Report a Concern](https://docs.encoreos.io/gr/report-concern.md): Anonymously submit a confidential whistleblower report about misconduct, fraud, safety concerns, or policy violations.
- [Report Incident](https://docs.encoreos.io/gr/report-incident.md): Submit a new incident report using a guided multi-step wizard that creates a record and triggers regulatory classification.
- [Requirement Details](https://docs.encoreos.io/gr/requirement-details.md): Detailed view of a single compliance requirement with compliance checks, linked remediations, and linked risks.
- [Requirements](https://docs.encoreos.io/gr/requirements.md): Browse, search, and manage the compliance requirement library with category, status, and priority filters.
- [GR Risk Management - Admin Guide](https://docs.encoreos.io/gr/risk-admin-guide.md): Module: GR-05 Risk Register Audience: Risk Managers, Compliance Officers, Administrators Last Updated: 2025-12-14
- [Risk Assessment](https://docs.encoreos.io/gr/risk-assessment.md): AI-powered risk assessment tool that generates mitigation suggestions and analysis for existing risks.
- [Risk Details](https://docs.encoreos.io/gr/risk-details.md): View and manage a single risk entry with tabs for overview, assessments, mitigations, and linked requirements.
- [Risk Register](https://docs.encoreos.io/gr/risk-register.md): Browse, search, and manage the organizational risk register with category, rating, and status filters.
- [GR Risk Management - User Guide](https://docs.encoreos.io/gr/risk-user-guide.md): Module: GR-05 Risk Register Audience: All Staff Last Updated: 2025-12-14
- [Risk Wizard](https://docs.encoreos.io/gr/risk-wizard.md): Guided six-step wizard for creating or editing a risk: identification, analysis, owner, controls, mitigation plan, and review.
- [In-Service Compliance](https://docs.encoreos.io/gr/service-compliance.md): Monitor mandatory in-service training compliance across employees and courses in a filterable matrix view.
- [Source Details](https://docs.encoreos.io/gr/source-details.md): View details, polling status, and detected changes for a single regulatory source.
- [Standards](https://docs.encoreos.io/gr/standards.md): View and manage accreditation standards for a specific accreditation body via the Accreditation Detail page.
- [Surveys](https://docs.encoreos.io/gr/surveys.md): View and manage accreditation survey records for a specific accreditation via the Accreditation Detail page.
- [Templates](https://docs.encoreos.io/gr/templates.md): Browse and use pre-built procedure templates to quickly start new procedures from standardized structures.
- [GR Training & CEU Management - Admin Guide](https://docs.encoreos.io/gr/training-admin-guide.md): Module: GR-02 Training & CEU Management Audience: Training Coordinators, Compliance Officers, HR Managers, Administrators Last Updated: 2025-12-13
- [Training Details](https://docs.encoreos.io/gr/training-details.md): View a single training course's metadata, enrollment list, and manage enrollments from a tabbed detail page.
- [Training Library](https://docs.encoreos.io/gr/training-library.md): Browse and manage the training course catalog with search, category and status filters, and grid or list view.
- [GR Training & CEU Management - User Guide](https://docs.encoreos.io/gr/training-user-guide.md): Module: GR-02 Training & CEU Management Audience: All Staff (Employees, Technicians, Counselors, etc.) Last Updated: 2025-12-13
- [Enhancements Admin Guide](https://docs.encoreos.io/guides/cl/cds-enhancements-admin-guide.md): Version: 1.0.0 Last Updated: 2026-02-26 Module: CL (Clinical & EHR) Status: Active
- [Enhancements User Guide](https://docs.encoreos.io/guides/cl/cds-enhancements-user-guide.md): Version: 1.0.0 Last Updated: 2026-02-26 Module: CL (Clinical & EHR) Status: Active
- [Clinical Audit & Compliance Dashboard — Admin Guide](https://docs.encoreos.io/guides/cl/clinical-audit-dashboard-admin.md): Feature: CL-25 Last Updated: 2026-04-01
- [Clinical Audit & Compliance Dashboard — User Guide](https://docs.encoreos.io/guides/cl/clinical-audit-dashboard-user.md): Feature: CL-25 Last Updated: 2026-04-01
- [ConfigurableForm Integration Guide](https://docs.encoreos.io/guides/configurable-form-guide.md): The ConfigurableForm component (PF-17) provides a dynamic, configuration-driven form renderer that eliminates the need for hardcoded forms. It supports:
- [Usage Aggregation — Cron Scheduling Guide](https://docs.encoreos.io/guides/cron-aggregation.md): The pf_aggregate_resource_usage() function rolls up realtime usage into daily/monthly periods. It should be scheduled to run periodically via pg_cron.
- [Cron Scheduling for Durable Execution Worker](https://docs.encoreos.io/guides/cron-scheduling-fw-46.md): The FW-46 edge function workflow-executor-worker needs to be scheduled via pg_cron to process queued workflow executions.
- [Cron Scheduling for Webhook Maintenance](https://docs.encoreos.io/guides/cron-scheduling-fw-59.md): The FW-59 edge function fw-webhook-maintenance handles log retention purging and expired secret deactivation.
- [Phase 2: Cron Scheduling for Edge Functions](https://docs.encoreos.io/guides/cron-scheduling-pf-36.md): The three PF-36 Phase 2 edge functions need to be scheduled via pg_cron + pg_net in Supabase.
- [Cron Scheduling for Data Retention](https://docs.encoreos.io/guides/cron-scheduling-pf-46.md): The PF-46 edge function process-data-retention needs to be scheduled via pg_cron + pg_net in Supabase.
- [Data Migration Tool — Admin Guide](https://docs.encoreos.io/guides/data-migration/DATA_MIGRATION_ADMIN_GUIDE.md): Version: 1.0.0 Last Updated: 2026-02-24 Status: Active Module: PF (Platform Foundation)
- [FW ↔ PF-15/16/17 Integration Guide](https://docs.encoreos.io/guides/fw-pf-integration-guide.md): This guide documents the integration between the Forms & Workflow (FW) module and the Platform Foundation modules: - PF-15: Picklist System - PF-16: Custom Fie…
- [Structured Interview Scorecards — User Guide](https://docs.encoreos.io/guides/hr-scorecard-templates-guide.md): Feature: HR-09-ENHANCEMENTS EN-1 Audience: HR Managers, Hiring Managers, Interviewers Last Updated: 2026-03-25
- [Employee Onboarding Process User Guide](https://docs.encoreos.io/guides/onboarding-process.md): Version: 1.0.0 Last Updated: 2026-02-09 Module: HR (Human Resources) Status: Active
- [Picklist Migration Guide](https://docs.encoreos.io/guides/picklist-migration-guide.md): This guide explains how to migrate from hardcoded enums to organization-scoped picklists using the PF-15 Picklist System.
- [Bulk Import & Migration Use Case Guide](https://docs.encoreos.io/guides/use-cases/bulk-import-migration.md): Purpose: Module-by-module summary of CSV/bulk import flows, when to use which approach (edge vs client), and a checklist for adding new bulk imports. This guid…
- [Bulk Import Review: PF & Module Inventory vs Rippling-Style Flow](https://docs.encoreos.io/guides/use-cases/bulk-import-review.md): Purpose: Compare Encore Health OS's bulk import setup across PF and modules to a Rippling-style "HR history import" flow, and recommend improvements and enhanc…
- [Platform Data Features: Clarity Analysis](https://docs.encoreos.io/guides/use-cases/clarity-analysis.md): Purpose: Comprehensive comparison of all data management features to help choose the right tool for each scenario.
- [Cross-Module Guided Process Recommendations](https://docs.encoreos.io/guides/use-cases/cross-module-guided-process-recommendations.md): Version: 1.0.0 Created: 2026-02-08 Author: AI Analysis of all Encore Health OS module specs
- [Use Case Guide: Custom Fields](https://docs.encoreos.io/guides/use-cases/custom-fields.md): System: Platform Foundation (PF) Feature: Custom Field Definitions (PF-16) Created: 2025-01-27 Status: ✅ Complete
- [Use Case Guide: Custom Objects](https://docs.encoreos.io/guides/use-cases/custom-objects.md): System: Platform Foundation (PF) Feature: Custom Objects (PF-24) Created: 2025-01-27 Status: ✅ Complete
- [Use Case Guide: Data Manager (PF-23/24/25)](https://docs.encoreos.io/guides/use-cases/data-manager.md): System: Platform Foundation (PF) Features: Object Browser (PF-23) + Custom Objects (PF-24) + Raw Data Editor (PF-25) Created: 2025-01-27 Updated: 2025-12-05 St…
- [Data Platform Workflows](https://docs.encoreos.io/guides/use-cases/data-platform-workflows.md): Version: 1.0 Last Updated: 2026-01-08 Audience: Developers, System Administrators, End Users
- [Document Template UX & Implementation Recommendations](https://docs.encoreos.io/guides/use-cases/document-template-recommendations.md): Context: PF-64 Document Templates — create/edit flow at Settings → Template Settings → Documents. Last updated: 2026-02-17
- [Use Case Guide: Field Configuration](https://docs.encoreos.io/guides/use-cases/field-configuration.md): System: Platform Foundation (PF) Feature: Entity Field Configuration (PF-17) Created: 2025-12-05 Status: ✅ Complete
- [Use Case Guide: Forms](https://docs.encoreos.io/guides/use-cases/forms.md): System: Forms & Workflow (FW) Feature: Form Builder (FW-01) Created: 2025-01-27 Updated: 2025-12-05 Status: ✅ Complete
- [Use Case Guides](https://docs.encoreos.io/guides/use-cases/index.md): This folder contains practical use case guides for Encore Health OS's data management features. These guides help you choose the right tool for each scenario.
- [Employee Onboarding Process Guide: HR & Employee Perspectives](https://docs.encoreos.io/guides/use-cases/onboarding-hr-process-guide.md): Version: 1.0.0 Created: 2026-02-08 Owner: HR (Workforce & HRIS) Related Specs: HR-03, HR-09, HR-12, HR-UX-01, HR-01, HR-02, HR-07, HR-11, HR-13, HR-21, HR-PAY-…
- [Use Case Guide: Picklists](https://docs.encoreos.io/guides/use-cases/picklists.md): System: Platform Foundation (PF) Feature: Picklist System (PF-15) Created: 2025-01-27 Status: ✅ Complete
- [Template Selection Guide](https://docs.encoreos.io/guides/use-cases/template-selection.md): Purpose: Help developers and AI agents choose the correct template type for their use case.
- [Wizard Selection Guide](https://docs.encoreos.io/guides/use-cases/wizard-selection.md): Purpose: Help developers and AI agents choose the correct wizard system for their use case.
- [Workflow Selection Guide](https://docs.encoreos.io/guides/use-cases/workflow-selection.md): Purpose: Help developers and AI agents choose the correct workflow system for their use case.
- [1099-NEC Review](https://docs.encoreos.io/hr/1099-nec-review.md): Review and finalize 1099-NEC tax form runs for contractors within a payroll tax form run.
- [HR Module Documentation Implementation Log](https://docs.encoreos.io/hr/HR_DOCS_DOCUSAURUS_IMPLEMENTATION_LOG.md): Last Updated: 2026-01-13 Status: Phase 8 Complete (31 of 31 guides) Progress: 100% Complete (Weeks 1-4)
- [Workforce & HRIS Overview](https://docs.encoreos.io/hr/HR_OVERVIEW.md): Overview of the Workforce & HRIS core in Encore Health OS — purpose, scope, and key responsibilities.
- [ACA Compliance](https://docs.encoreos.io/hr/aca-compliance.md): Track Affordable Care Act ALE status, FTE counts, and filing status by tax year.
- [Action Plan Details](https://docs.encoreos.io/hr/action-plan-details.md): View and manage a single engagement action plan, including progress tracking and status transitions.
- [Action Plans](https://docs.encoreos.io/hr/action-plans.md): List and manage employee engagement action plans with status, priority, and assignee filtering.
- [Agreement Details](https://docs.encoreos.io/hr/agreement-details.md): View and complete the dual-signature workflow for a job description agreement between employee and manager.
- [All Timesheets](https://docs.encoreos.io/hr/all-timesheets.md): HR admin view of all organization timesheets with status filtering, search, and payroll export.
- [Analytics](https://docs.encoreos.io/hr/analytics.md): Performance analytics dashboard with review completion, rating distribution, goal achievement, and PIP metrics.
- [Analytics Reports](https://docs.encoreos.io/hr/analytics-reports.md): Workforce analytics reports tab — redirects to the Workforce Analytics hub with the reports tab active.
- [Application Details](https://docs.encoreos.io/hr/application-details.md): View full detail for a single job application including candidate info, interviews, background checks, and status actions.
- [Applications](https://docs.encoreos.io/hr/applications.md): List and filter all job applications by status, job posting, and candidate search with bulk action support.
- [Approvals](https://docs.encoreos.io/hr/approvals.md): HR approvals hub — redirects to the Leave Approvals screen at /hr/leave-approvals.
- [Arizona A1-QRT](https://docs.encoreos.io/hr/arizona-a1-qrt.md): Review Arizona A1-QRT quarterly withholding tax form data for a specific payroll tax form run.
- [ATS Dashboard](https://docs.encoreos.io/hr/ats-dashboard.md): Recruiting hub with tabbed access to dashboard, postings, applications, candidates, interviews, and offers.
- [ATS Enhanced Features (HR-09-P5)](https://docs.encoreos.io/hr/ats-enhanced-features.md): Comprehensive recruitment enhancements including reference checking, background check integration, candidate communication, and job board APIs.
- [ATS Settings](https://docs.encoreos.io/hr/ats-settings.md): Applicant Tracking System settings — route not registered in hr.tsx; see overview note.
- [Availability](https://docs.encoreos.io/hr/availability.md): Set weekly availability preferences and shift preferences to guide shift scheduling assignments.
- [AZ A1-R Review](https://docs.encoreos.io/hr/az-a1-r-review.md): Review Arizona annual withholding reconciliation (A1-R) data including quarterly breakdown and balance due.
- [Balances](https://docs.encoreos.io/hr/balances.md): Time-off balances screen — route /hr/time-off/balances is not registered in the current HR route configuration.
- [Batch details](https://docs.encoreos.io/hr/batch-details.md): View payment batch detail including method, status, individual payment items, and settlement information.
- [Benefit Plans](https://docs.encoreos.io/hr/benefit-plans.md): Admin list of all benefit plans with type filtering and active/inactive toggling.
- [Benefits](https://docs.encoreos.io/hr/benefits.md): Employee self-service benefits dashboard showing active enrollments, costs, dependents, and open enrollment status.
- [Benefits Guides](https://docs.encoreos.io/hr/benefits-guides.md): Upload and manage benefits guide documents (admin) or browse guides as an employee.
- [Benefits Settings](https://docs.encoreos.io/hr/benefits-settings.md): Benefits administration settings — route /hr/benefits/settings is not registered in the current HR route configuration.
- [Benefits Statements](https://docs.encoreos.io/hr/benefits-statements.md): Generate PDF benefits statements for individual employees showing enrollments and contribution totals.
- [Candidate Details](https://docs.encoreos.io/hr/candidate-details.md): View candidate profile with applications, background checks, documents, tags, and notes.
- [Candidates](https://docs.encoreos.io/hr/candidates.md): Browse and search the candidate database with grid or list view and pagination.
- [Capacity](https://docs.encoreos.io/hr/capacity.md): Monitor shift coverage, overtime alerts, and open shifts across sites for a configurable date range.
- [Career Paths](https://docs.encoreos.io/hr/career-paths.md): View and create career path definitions showing from/to position transitions and path types.
- [Checks](https://docs.encoreos.io/hr/checks.md): Review and manage physical check items within a payment batch, including generate and void actions.
- [Clinical Oversight](https://docs.encoreos.io/hr/clinical-oversight.md): Tabbed hub for clinical supervision relationships, sessions, compliance, and reports.
- [COBRA Event Details](https://docs.encoreos.io/hr/cobra-event-details.md): View and manage a single COBRA qualifying event including timeline, elections, and notice actions.
- [COBRA Events](https://docs.encoreos.io/hr/cobra-events.md): Admin list of COBRA qualifying events with status filtering and deadline tracking.
- [Compensation](https://docs.encoreos.io/hr/compensation.md): Compensation Management overview dashboard with KPIs, salary band distribution, and navigation to sub-modules.
- [Compensation Analysis](https://docs.encoreos.io/hr/compensation-analysis.md): View and create compensation analyses including internal equity, market comparison, and distribution reports.
- [Compensation Statement](https://docs.encoreos.io/hr/compensation-statement.md): Employee self-service view of a single total compensation statement with breakdown chart and PDF download.
- [Compensation Statements](https://docs.encoreos.io/hr/compensation-statements.md): Admin interface for generating, managing, and distributing total compensation statements to employees.
- [Competencies](https://docs.encoreos.io/hr/competencies.md): View and manage identified competency gaps across the organization, surfaced from performance reviews.
- [Contractor](https://docs.encoreos.io/hr/contractor.md): Tabbed detail page for a single contractor record showing profile, contracts, classification, time entries, and credentials.
- [Contractor Onboarding Wizard](https://docs.encoreos.io/hr/contractor-onboarding-wizard.md): Five-step wizard to activate a contractor: classification, profile, credentials, contract/SOW, and review.
- [Contractors](https://docs.encoreos.io/hr/contractors.md): Directory of all contractors with status and classification filters and links to activate new contractors.
- [Cost Reports](https://docs.encoreos.io/hr/cost-reports.md): Analyze compensation costs aggregated by department or employee with CSV export.
- [Create Payroll Run](https://docs.encoreos.io/hr/create-payroll-run.md): Wizard to create or edit a draft payroll processing run.
- [Credential Analytics](https://docs.encoreos.io/hr/credential-analytics.md): Compliance trend charts, expiration forecasts, and department comparisons for employee credentials.
- [Credential Renewals](https://docs.encoreos.io/hr/credential-renewals.md): Review and act on credentials approaching expiration, accessible as a tab in the Credentialing Hub.
- [Credential Requirements](https://docs.encoreos.io/hr/credential-requirements.md): Manage which credential types are required for specific positions and departments.
- [Credential Types](https://docs.encoreos.io/hr/credential-types.md): Define and manage the credential type catalog used across employee credentialing.
- [Credentialing](https://docs.encoreos.io/hr/credentialing.md): Central hub for credential tracking, verification, renewals, and audit readiness with tabbed navigation.
- [Credentialing Report](https://docs.encoreos.io/hr/credentialing-report.md): Compliance report tab within the Credentialing Hub, accessible via a redirect from /hr/credentialing/report.
- [Credentials](https://docs.encoreos.io/hr/credentials.md): No active route found for /hr/credentials — see the Credentialing Hub at /hr/credentialing.
- [Cycle Details](https://docs.encoreos.io/hr/cycle-details.md): Detail view for a performance cycle showing status, dates, and associated reviews.
- [Cycles](https://docs.encoreos.io/hr/cycles.md): List and manage performance review cycles with create and edit controls.
- [Dashboard](https://docs.encoreos.io/hr/dashboard.md): HR core overview dashboard with navigation cards and key workforce stats.
- [Human Resources Database Tables](https://docs.encoreos.io/hr/database-tables.md): Module: Human Resources / Workforce Management Prefix: hr_ Table Count: 85 Last Updated: 2026-02-08
- [Deduction Types](https://docs.encoreos.io/hr/deduction-types.md): Admin catalog for managing payroll deduction type definitions used across the organization.
- [Departments](https://docs.encoreos.io/hr/departments.md): Create, edit, and archive organizational departments used across HR and workforce management.
- [Dependent Verification](https://docs.encoreos.io/hr/dependent-verification.md): Admin queue for verifying or rejecting dependent documentation submitted by employees.
- [Directory](https://docs.encoreos.io/hr/directory.md): No active route found for /hr/directory — the employee directory is at /hr/employees.
- [Disciplinary Actions](https://docs.encoreos.io/hr/disciplinary-actions.md): List and manage disciplinary action records within the Employee Relations module.
- [Disciplinary Details](https://docs.encoreos.io/hr/disciplinary-details.md): Detail view for a single disciplinary action record.
- [E-Verify](https://docs.encoreos.io/hr/e-verify.md): Dashboard for tracking E-Verify case statuses with stats, tab filters, and compliance export.
- [E-Verify Settings](https://docs.encoreos.io/hr/e-verify-settings.md): Admin-only page for configuring E-Verify integration settings for the organization.
- [Edit Action Plan](https://docs.encoreos.io/hr/edit-action-plan.md): Edit form for an existing employee engagement action plan.
- [Edit Disciplinary Action](https://docs.encoreos.io/hr/edit-disciplinary-action.md): Edit form for an existing disciplinary action record.
- [Edit Exit Interview](https://docs.encoreos.io/hr/edit-exit-interview.md): Edit form for an existing exit interview record.
- [Edit Grievance](https://docs.encoreos.io/hr/edit-grievance.md): Edit form for an existing employee grievance record.
- [Edit Incident](https://docs.encoreos.io/hr/edit-incident.md): Edit form for an existing workplace incident record.
- [Edit Investigation](https://docs.encoreos.io/hr/edit-investigation.md): Edit form for an existing employee relations investigation record.
- [Edit Payroll Run](https://docs.encoreos.io/hr/edit-payroll-run.md): Edit wizard for a draft payroll run, using the same wizard component as Create Payroll Run.
- [Edit Plan](https://docs.encoreos.io/hr/edit-plan.md): Edit form for an existing benefits plan definition.
- [Edit Survey](https://docs.encoreos.io/hr/edit-survey.md): Edit form for an existing employee engagement survey.
- [EEO Reporting](https://docs.encoreos.io/hr/eeo-reporting.md): Equal Employment Opportunity compliance reporting and diversity analytics for recruiting.
- [Employee Details](https://docs.encoreos.io/hr/employee-details.md): Tabbed detail page for a single employee record showing profile, credentials, payroll, and integration status.
- [Employee Lifecycle](https://docs.encoreos.io/hr/employee-lifecycle.md): Unified dashboard for monitoring and managing employee onboarding, offboarding, and transitions across the organization.
- [Employee Relations](https://docs.encoreos.io/hr/employee-relations.md): Dashboard for managing HR incidents, investigations, disciplinary actions, and grievances across the organization.
- [Employees](https://docs.encoreos.io/hr/employees.md): Searchable, filterable employee directory with grid and list views, CSV export, and employee add/import actions.
- [Engagement](https://docs.encoreos.io/hr/engagement.md): Overview of the Employee Engagement module including surveys, exit interviews, action plans, and analytics.
- [Engagement Analytics](https://docs.encoreos.io/hr/engagement-analytics.md): Analytics dashboard for employee engagement scores, survey response rates, exit interview metrics, and engagement trend charts.
- [Enroll in Benefits](https://docs.encoreos.io/hr/enroll-benefits.md): Multi-step wizard for employees to select benefit plans, add dependents, and submit or waive benefits enrollment during an open enrollment period.
- [Enrollment Details](https://docs.encoreos.io/hr/enrollment-details.md): View the details of a specific benefits enrollment including plan information, cost breakdown, covered dependents, and approval actions.
- [Enrollments](https://docs.encoreos.io/hr/enrollments.md): Admin view of all benefits enrollments with filtering by status and enrollment period, summary stats, and approve or reject actions.
- [ER Reports](https://docs.encoreos.io/hr/er-reports.md): Compliance reporting for employee relations incidents, disciplinary actions, and grievances with date range filtering and CSV export.
- [Exit Interview Details](https://docs.encoreos.io/hr/exit-interview-details.md): View and manage a single exit interview record including employee information, interview type, status, feedback, and completion actions.
- [Exit Interviews](https://docs.encoreos.io/hr/exit-interviews.md): Manage exit interviews for departing employees — list, filter by type and status, schedule new interviews, and mark them complete or declined.
- [Feedback](https://docs.encoreos.io/hr/feedback.md): Manage 360-degree feedback requests — view all requests, check status, and submit new feedback requests.
- [Feedback Details](https://docs.encoreos.io/hr/feedback-details.md): View a single 360-degree feedback request, review responses, submit your feedback response, or decline the request.
- [File Grievance](https://docs.encoreos.io/hr/file-grievance.md): Submit a new employee grievance through the grievance creation form.
- [Fingerprint Clearance](https://docs.encoreos.io/hr/fingerprint-clearance.md): Manage employee fingerprint clearance card records — view status, track expiring cards, add new records, and trigger AI-assisted updates.
- [FMLA Case Details](https://docs.encoreos.io/hr/fmla-case-details.md): View and manage a single FMLA case including employee information, case status, linked leave requests, and case closure.
- [FMLA Cases](https://docs.encoreos.io/hr/fmla-cases.md): Track and manage Family and Medical Leave Act cases for employees requiring protected leave.
- [Form 940 Review](https://docs.encoreos.io/hr/form-940-review.md): Review IRS Form 940 (Annual Federal Unemployment Tax Return) line items for a tax form run, with PDF download and mark-as-filed actions.
- [Form 941 Review](https://docs.encoreos.io/hr/form-941-review.md): Review IRS Form 941 (Employer's Quarterly Federal Tax Return) line items for a tax form run, with finalization, PDF download, and mark-as-filed actions.
- [Gap Analysis](https://docs.encoreos.io/hr/gap-analysis.md): Identify and prioritize skill gaps across the organization by department, with search and severity filtering.
- [Goal Details](https://docs.encoreos.io/hr/goal-details.md): View a single performance goal with progress tracking, status history, and options to edit, update progress, or delete the goal.
- [Goals](https://docs.encoreos.io/hr/goals.md): Track and manage employee performance goals — view all goals, add new goals, edit existing goals, and update progress.
- [Grievance Details](https://docs.encoreos.io/hr/grievance-details.md): View a single employee grievance with type, status, dates, linked documents, and full detail tabs.
- [Grievances](https://docs.encoreos.io/hr/grievances.md): View and manage all employee grievances — filter by type and status, file new grievances, and track resolution progress.
- [Gusto Payroll](https://docs.encoreos.io/hr/gusto-payroll.md): Embedded Gusto payroll integration view within Encore Health OS.
- [Holidays](https://docs.encoreos.io/hr/holidays.md): Manage organizational holiday calendars used in payroll and leave accrual calculations.
- [HR Data Import](https://docs.encoreos.io/hr/hr-data-import.md): Unified HR data setup page for importing employee roster, pay rates, time punches, credentials, leave balances, benefits enrollments, and COBRA events via CSV or HRIS Connect.
- [HR Forms](https://docs.encoreos.io/hr/hr-forms.md): Browse and manage forms owned by the HR module, with options to create new HR forms.
- [HR Settings](https://docs.encoreos.io/hr/hr-settings.md): Configure organization-wide HR module defaults, integrations, job description settings, fingerprint clearance settings, and geofence configuration.
- [Improvement Plans](https://docs.encoreos.io/hr/improvement-plans.md): Manage employee Performance Improvement Plans — view active and completed PIPs, track success rates, and create new plans.
- [Incident Details](https://docs.encoreos.io/hr/incident-details.md): View the full detail of a single employee relations incident including type, severity, date, location, description, and associated documents.
- [Incidents](https://docs.encoreos.io/hr/incidents.md): View and manage employee relations incident reports — list all incidents, filter by type and status, and create new incident reports.
- [Interview Details](https://docs.encoreos.io/hr/interview-details.md): View a single ATS interview record including schedule, participants, feedback, and scorecard submission.
- [Interviews](https://docs.encoreos.io/hr/interviews.md): View and manage ATS interviews — list upcoming and past interviews, filter by status, and navigate to interview details.
- [Investigation Details](https://docs.encoreos.io/hr/investigation-details.md): View a single employee relations investigation with status, type, timeline, linked incidents, investigator assignment, and associated documents.
- [Investigations](https://docs.encoreos.io/hr/investigations.md): Track and manage formal workplace investigations linked to incidents, grievances, or disciplinary cases within Employee Relations.
- [Job Description Agreements](https://docs.encoreos.io/hr/job-description-agreements.md): Manage job description agreements that require dual-signature acknowledgment from manager and employee.
- [Job Posting Details](https://docs.encoreos.io/hr/job-posting-details.md): View and manage a single job posting including its applications and interview scorecard comparisons.
- [Job Postings](https://docs.encoreos.io/hr/job-postings.md): Browse, create, and manage job postings in the Applicant Tracking System with grid or list view and status filtering.
- [Labor Cost Analytics](https://docs.encoreos.io/hr/labor-cost-analytics.md): View workforce cost analysis within the Workforce Analytics hub via the Costs tab.
- [Leadership Programs](https://docs.encoreos.io/hr/leadership-programs.md): Manage employee enrollments in leadership development programs as part of succession planning.
- [Leave Approvals](https://docs.encoreos.io/hr/leave-approvals.md): Review and approve team leave requests, with tabbed views for pending, approved, denied, and all requests.
- [Leave Management](https://docs.encoreos.io/hr/leave-management.md): Overview dashboard for managing organizational leave, accessible to users with leave view permission.
- [Leave Policies](https://docs.encoreos.io/hr/leave-policies.md): Configure leave types with accrual rules, balance limits, and carryover settings for the organization.
- [Leave Request](https://docs.encoreos.io/hr/leave-request.md): Submit a time-off request using a guided wizard with draft persistence and manager-approval routing.
- [Life Events](https://docs.encoreos.io/hr/life-events.md): Admin review queue for employee life event requests that qualify for outside-open-enrollment benefits changes.
- [Merit Increase Details](https://docs.encoreos.io/hr/merit-increase-details.md): View the detail record for a single merit increase, including approval status and compensation change.
- [Merit Planning](https://docs.encoreos.io/hr/merit-planning.md): Review, create, and manage merit increase proposals for employees with approval workflow support.
- [My Benefits](https://docs.encoreos.io/hr/my-benefits.md): Employee self-service dashboard for viewing current benefit enrollments, costs, dependents, and open enrollment status.
- [My Benefits Statement](https://docs.encoreos.io/hr/my-benefits-statement.md): Download a PDF benefits statement for a selected plan year from your employee self-service portal.
- [My Cases](https://docs.encoreos.io/hr/my-cases.md): Employee self-service view of your own open Employee Relations cases across incidents, grievances, and investigations.
- [My Compensation](https://docs.encoreos.io/hr/my-compensation.md): Employee self-service view of total compensation statements with year filtering and link to statement details.
- [My Credentials](https://docs.encoreos.io/hr/my-credentials.md): Redirects to the Credentialing Hub with the My Credentials tab pre-selected.
- [My Dependents](https://docs.encoreos.io/hr/my-dependents.md): Employee self-service page for managing dependents covered under your benefits plans.
- [My Documents](https://docs.encoreos.io/hr/my-documents.md): Employee self-service page for accessing personal HR documents stored in your profile.
- [My Exit Interview](https://docs.encoreos.io/hr/my-exit-interview.md): Employee self-service page for viewing or completing an assigned exit interview.
- [My Feedback](https://docs.encoreos.io/hr/my-feedback.md): Employee self-service view of pending feedback requests you need to complete and feedback you have received.
- [My Goals](https://docs.encoreos.io/hr/my-goals.md): Employee self-service view of personal performance goals with progress tracking and status badges.
- [My HR](https://docs.encoreos.io/hr/my-hr.md): Personal HR dashboard providing quick access to pay, benefits, time off, credentials, performance, and onboarding tasks.
- [My Leave](https://docs.encoreos.io/hr/my-leave.md): Employee self-service page showing leave balances by policy type and a history of personal leave requests.
- [My Notifications](https://docs.encoreos.io/hr/my-notifications.md): Employee self-service notifications inbox for HR-related alerts and action items.
- [My Onboarding](https://docs.encoreos.io/hr/my-onboarding.md): Employee self-service onboarding hub showing tasks, forms, and resources for new hire setup.
- [My Payroll](https://docs.encoreos.io/hr/my-payroll.md): Employee self-service payroll page with pay stub history and tax document access.
- [My Policies](https://docs.encoreos.io/hr/my-policies.md): Redirects to the Governance core policy acknowledgments page.
- [My Preferences](https://docs.encoreos.io/hr/my-preferences.md): Employee self-service page for managing personal HR notification and display preferences.
- [My Profile](https://docs.encoreos.io/hr/my-profile.md): Employee self-service page for viewing and updating personal HR profile information.
- [My Reviews](https://docs.encoreos.io/hr/my-reviews.md): Employee self-service view of performance reviews including pending acknowledgments and completed review history.
- [My Skills](https://docs.encoreos.io/hr/my-skills.md): Employee self-service skills management — view, add, and track personal skills with gap analysis against position requirements.
- [My Surveys](https://docs.encoreos.io/hr/my-surveys.md): Employee self-service portal for viewing and completing assigned engagement surveys.
- [My Tasks](https://docs.encoreos.io/hr/my-tasks.md): Employee self-service view of onboarding and HR tasks assigned to the current user.
- [My Timesheets](https://docs.encoreos.io/hr/my-timesheets.md): View and manage your personal time records, filter by status, and navigate to individual timesheet details.
- [New Action Plan](https://docs.encoreos.io/hr/new-action-plan.md): Create a new engagement action plan to track initiatives and improvements following survey results or other engagement signals.
- [New Analysis](https://docs.encoreos.io/hr/new-analysis.md): Initiate a new compensation analysis run from the Compensation Analysis module.
- [New Candidate](https://docs.encoreos.io/hr/new-candidate.md): Add a new candidate to the applicant tracking system.
- [New Credential](https://docs.encoreos.io/hr/new-credential.md): Launch the credential setup wizard to add a new professional credential record for an employee.
- [New Disciplinary Action](https://docs.encoreos.io/hr/new-disciplinary-action.md): Open the disciplinary action form to record a new disciplinary event for an employee in the Employee Relations module.
- [New Employee](https://docs.encoreos.io/hr/new-employee.md): Start the new employee creation flow, which redirects to the employee directory with the creation action pre-triggered.
- [New Hire Report](https://docs.encoreos.io/hr/new-hire-report.md): Generate and export new hire report data for state reporting requirements from the payroll tax forms section.
- [New Investigation](https://docs.encoreos.io/hr/new-investigation.md): Open the investigation form to record a new workplace investigation in the Employee Relations module.
- [New Job](https://docs.encoreos.io/hr/new-job.md): Create a new job posting in the applicant tracking system.
- [New Offer](https://docs.encoreos.io/hr/new-offer.md): Create a new employment offer for a candidate in the applicant tracking system.
- [New Plan](https://docs.encoreos.io/hr/new-plan.md): Create a new benefits plan definition in the benefits administration module.
- [New Salary Band](https://docs.encoreos.io/hr/new-salary-band.md): Define a new salary band with minimum, midpoint, and maximum ranges for a position in the Compensation module.
- [New Survey](https://docs.encoreos.io/hr/new-survey.md): Create a new employee engagement survey in the Engagement module.
- [Offboarding](https://docs.encoreos.io/hr/offboarding.md): Manage all active and completed employee offboarding workflows, monitor termination timelines, and track IT offboarding integration.
- [Offboarding Details](https://docs.encoreos.io/hr/offboarding-details.md): View and manage the task checklist, timeline, and status for a single employee offboarding instance.
- [Offer Details](https://docs.encoreos.io/hr/offer-details.md): Review and manage a single employment offer, including approval workflow, digital signature, background check, and negotiation history.
- [Offer Templates](https://docs.encoreos.io/hr/offer-templates.md): Manage reusable offer letter templates used when generating employment offers in the ATS.
- [Offers](https://docs.encoreos.io/hr/offers.md): Browse and filter all employment offers across the ATS pipeline, and navigate to individual offer details.
- [Onboarding](https://docs.encoreos.io/hr/onboarding.md): Monitor all active and completed employee onboarding instances from the onboarding dashboard.
- [Onboarding Details](https://docs.encoreos.io/hr/onboarding-details.md): View and manage the task checklist and progress for a single employee onboarding instance.
- [Onboarding Templates](https://docs.encoreos.io/hr/onboarding-templates.md): Create and manage reusable onboarding task templates that define the standard task checklist for new employees.
- [Onboarding Wizard](https://docs.encoreos.io/hr/onboarding-wizard.md): Step through the guided new-hire intake wizard to create an employee record, trigger IT access requests, and send welcome notifications.
- [Open Enrollment](https://docs.encoreos.io/hr/open-enrollment.md): Manage open enrollment periods for benefits, track employee participation, and administer enrollment windows.
- [Open Shifts](https://docs.encoreos.io/hr/open-shifts.md): Browse available open shifts and claim shifts within your organization's sites and date range.
- [Org Chart](https://docs.encoreos.io/hr/org-chart.md): Visualize the organizational hierarchy, search by name or title, expand or collapse reporting lines, and filter by department.
- [Oversight Compliance](https://docs.encoreos.io/hr/oversight-compliance.md): View the compliance tab of the Clinical Oversight hub, which tracks supervision compliance metrics and requirements.
- [Oversight Relationships](https://docs.encoreos.io/hr/oversight-relationships.md): View the Relationships tab of the Clinical Oversight hub, which manages supervisor-supervisee oversight pairings.
- [Oversight Reports](https://docs.encoreos.io/hr/oversight-reports.md): View the Reports tab of the Clinical Oversight hub for supervision reporting and analytics.
- [Overview](https://docs.encoreos.io/hr/overview.md): Time, Leave, and Benefits overview section — route present in navigation labels but not registered in the HR router.
- [Pay Adjustments](https://docs.encoreos.io/hr/pay-adjustments.md): The /hr/payroll/adjustments path redirects to the payroll run creation page where pay adjustments are handled.
- [Pay Rates](https://docs.encoreos.io/hr/pay-rates.md): View and manage employee pay rate records, including hourly, salary, and per-diem rates, with history access.
- [Pay Schedule](https://docs.encoreos.io/hr/pay-schedule.md): The /hr/payroll/schedule path appears in navigation labels but is not registered as a route in the HR router.
- [Pay Stub](https://docs.encoreos.io/hr/pay-stub.md): View the detailed breakdown for a single pay stub, including earnings, deductions, and net pay summary.
- [Payment Batches](https://docs.encoreos.io/hr/payment-batches.md): Browse all payment batches across payroll runs, filter by status, and drill into individual batch details.
- [Payroll](https://docs.encoreos.io/hr/payroll.md): Overview hub for payroll management — view active employee counts, pending runs, pay rates, and navigate to payroll sub-sections.
- [Payroll Calendar](https://docs.encoreos.io/hr/payroll-calendar.md): View and manage the organization's pay schedule on a monthly calendar with pay-period events, deadlines, and status indicators.
- [Payroll Reports](https://docs.encoreos.io/hr/payroll-reports.md): View period-summary payroll data, employee year-to-date totals, and the payroll audit log in a tabbed reports hub.
- [Payroll Run Details](https://docs.encoreos.io/hr/payroll-run-details.md): Inspect a single payroll run's summary, line items, pay stubs, payment batches, export history, and audit log.
- [Payroll Runs](https://docs.encoreos.io/hr/payroll-runs.md): List, filter, create, and manage payroll processing runs by status — draft, processing, finalized, or exported.
- [People](https://docs.encoreos.io/hr/people.md): Dashboard for People & Organization — view headcount stats, recent hires, upcoming anniversaries, and navigate to employees, departments, teams, and the org chart.
- [Performance](https://docs.encoreos.io/hr/performance.md): Performance Management dashboard — KPIs for active cycles, pending and overdue reviews, goals in progress, active PIPs, and quick navigation to all performance sub-sections.
- [Performance Review Wizard](https://docs.encoreos.io/hr/performance-review-wizard.md): Step-by-step wizard for conducting a performance review — rate goals, competencies, and provide manager commentary before submitting for acknowledgment.
- [PIP Details](https://docs.encoreos.io/hr/pip-details.md): View and manage a single Performance Improvement Plan — milestones, timeline, plan owner, objectives, and completion or termination actions.
- [Plan Details](https://docs.encoreos.io/hr/plan-details.md): View and manage a benefit plan's details, coverage tiers, eligibility rules, and current enrollments.
- [Plan Merit Increase](https://docs.encoreos.io/hr/plan-merit-increase.md): Plan and manage merit-based pay increases — review pending approvals, track increase percentages, and create new merit increase proposals.
- [Policies](https://docs.encoreos.io/hr/policies.md): HR policy routes have been consolidated into the Governance core. This page documents the redirect behavior.
- [Policy](https://docs.encoreos.io/hr/policy.md): The individual policy route at /hr/policies/:id redirects to the Governance core. Policy management is handled by the GR module.
- [Position Details](https://docs.encoreos.io/hr/position-details.md): View and manage the details of a single organizational position, including requirements, linked employees, and compensation data.
- [Positions](https://docs.encoreos.io/hr/positions.md): Browse and manage organizational positions — job titles, requirements, and headcount data used across scheduling, compensation, and credentialing.
- [Recruiting](https://docs.encoreos.io/hr/recruiting.md): Applicant Tracking System (ATS) hub — manage job postings, applications, candidates, interviews, and offers in a tabbed recruiting workspace.
- [Relationship Details](https://docs.encoreos.io/hr/relationship-details.md): View a clinical oversight relationship between a supervisor and supervisee — status, session history, and relationship metadata.
- [Report Incident](https://docs.encoreos.io/hr/report-incident.md): Submit a new employee relations incident report — capture incident type, severity, date, location, and description.
- [Request Leave](https://docs.encoreos.io/hr/request-leave.md): The /hr/leave/request route redirects to the canonical leave request wizard at /hr/leave-request.
- [Requests](https://docs.encoreos.io/hr/requests.md): The /hr/time-off/requests route has no definition in the HR routing configuration.
- [Retention Risk Analytics](https://docs.encoreos.io/hr/retention-risk-analytics.md): The /hr/analytics/retention-risk route redirects to the Workforce Analytics hub at /hr/analytics?tab=retention-risk.
- [Review Details](https://docs.encoreos.io/hr/review-details.md): View and manage a performance review — ratings, goals, competency assessments, 360 feedback, and status workflow.
- [Reviews](https://docs.encoreos.io/hr/reviews.md): List all performance reviews — filter by status, create new reviews, and navigate to individual review detail pages.
- [Salary Band Details](https://docs.encoreos.io/hr/salary-band-details.md): The route /hr/compensation/salary-bands/:id has no definition in the HR routing configuration.
- [Salary Bands](https://docs.encoreos.io/hr/salary-bands.md): Manage salary bands for organizational positions — define minimum, midpoint, and maximum pay ranges with optional market percentile benchmarking.
- [Schedule Exit Interview](https://docs.encoreos.io/hr/schedule-exit-interview.md): Create a new exit interview record for a departing employee — capture interview details, date, format, and notes.
- [Scheduling](https://docs.encoreos.io/hr/scheduling.md): View and manage staff shifts in table or calendar format — create shifts, use the schedule generator, and track shift status.
- [Scorecard Templates](https://docs.encoreos.io/hr/scorecard-templates.md): Manage interview scorecard templates used to standardize candidate evaluation during the recruiting process.
- [Session Details](https://docs.encoreos.io/hr/session-details.md): View a clinical oversight session — session type, scheduled time, agenda, notes, signatures, and status workflow.
- [Shift Templates](https://docs.encoreos.io/hr/shift-templates.md): Define reusable shift templates — set shift type, start/end times, duration, position requirements, credential requirements, and staffing counts.
- [Shifts](https://docs.encoreos.io/hr/shifts.md): The /hr/scheduling/shifts route has no definition in the HR routing configuration. Shift management is at /hr/scheduling.
- [Sign Session](https://docs.encoreos.io/hr/sign-session.md): Supervisee-facing page to provide a digital signature acknowledging a completed clinical oversight session.
- [Skill Details](https://docs.encoreos.io/hr/skill-details.md): View a single skill record from the skills library — description, category, and linked employee proficiency data.
- [Skills Dashboard](https://docs.encoreos.io/hr/skills-dashboard.md): Aggregate view of workforce skills coverage — skill gaps, proficiency distributions, and training needs across the organization.
- [Skills Library](https://docs.encoreos.io/hr/skills-library.md): Browse and manage the organization's skills catalog — skills available for employee proficiency tracking, gap analysis, and competency assessments.
- [Source Effectiveness](https://docs.encoreos.io/hr/source-effectiveness.md): Analyze recruitment source performance, conversion rates, cost per hire, and ROI across hiring channels for a selected date range.
- [Staffing Agencies](https://docs.encoreos.io/hr/staffing-agencies.md): Manage staffing agency relationships, contact details, markup percentages, and active/inactive status for contingent workforce sourcing.
- [Staffing Forecasts](https://docs.encoreos.io/hr/staffing-forecasts.md): Project and track staffing needs based on workload drivers, then evaluate forecast accuracy over time using the Forecasts and Accuracy tabs.
- [Statement Details](https://docs.encoreos.io/hr/statement-details.md): View a single total compensation statement with a breakdown chart, component cards, and PDF download for a specific employee and statement period.
- [Succession Planning](https://docs.encoreos.io/hr/succession-planning.md): Dashboard view of active succession plans, talent pipeline entries, career paths, and leadership programs with status summaries and navigation to sub-sections.
- [Succession Plans](https://docs.encoreos.io/hr/succession-plans.md): Browse, filter, and create succession plans by status and priority, with each plan card linking to a detail view for candidate and readiness management.
- [Supervision Sessions](https://docs.encoreos.io/hr/supervision-sessions.md): View and manage clinical supervision sessions via the Clinical Oversight hub, which redirects this path to the Sessions tab of the oversight tabbed interface.
- [Survey Details](https://docs.encoreos.io/hr/survey-details.md): View a single engagement survey's configuration, response statistics, and individual response records; manage lifecycle actions such as activate, close, and archive.
- [Surveys](https://docs.encoreos.io/hr/surveys.md): Browse, filter, and manage engagement surveys by type and status; create new surveys or navigate to survey detail and response views.
- [Swap Requests](https://docs.encoreos.io/hr/swap-requests.md): Review and manage employee shift swap requests, with tabbed views for pending, approved, and rejected requests and approval or rejection actions.
- [Take Survey](https://docs.encoreos.io/hr/take-survey.md): Employee self-service page for completing an assigned engagement survey, with partial-save support and resume capability for in-progress responses.
- [Talent Pipeline](https://docs.encoreos.io/hr/talent-pipeline.md): Browse and filter talent pipeline entries by category, tracking employees identified for development and succession readiness across the organization.
- [Tax Form Run Details](https://docs.encoreos.io/hr/tax-form-run-details.md): View and manage a single tax form run including items list, filing method selection, e-file status, PDF generation, status lifecycle actions, and W-2 correction flow.
- [Tax Form Runs](https://docs.encoreos.io/hr/tax-form-runs.md): List, filter, and initiate tax form runs for W-2, quarterly 941/AZ-A1-QRT, annual 940/AZ-A1-R, and 1099-NEC forms with year, type, status, and quarter filters.
- [Tax Form Settings](https://docs.encoreos.io/hr/tax-form-settings.md): Configure employer tax information — EIN, address, and filing details — for W-2, 941, and other tax forms, scoped by tax year.
- [Tax Tables](https://docs.encoreos.io/hr/tax-tables.md): View and edit FICA configuration and federal tax withholding brackets by tax year, filing status, and pay frequency for payroll tax calculation reference.
- [Team Calendar](https://docs.encoreos.io/hr/team-calendar.md): Calendar view of approved and pending leave for the team, helping managers identify coverage gaps and plan around scheduled absences.
- [Team Onboarding](https://docs.encoreos.io/hr/team-onboarding.md): Manager dashboard showing onboarding progress for direct reports, with status filtering, at-risk indicators, and per-employee progress tracking.
- [Team Performance](https://docs.encoreos.io/hr/team-performance.md): Manager view of team performance metrics, review status, and goal progress across direct reports within the active performance cycle.
- [Team Timesheet Details](https://docs.encoreos.io/hr/team-timesheet-details.md): Manager view of a single employee's timesheet with time entries, approve or reject actions, and optional rejection reason capture.
- [Team Timesheets](https://docs.encoreos.io/hr/team-timesheets.md): Manager view of team timesheets with status tabs, employee name search, bulk approval actions, and an inline approval dialog for individual timesheet review.
- [Teams](https://docs.encoreos.io/hr/teams.md): Browse, create, edit, and archive organizational teams, with search filtering and active/inactive status management.
- [Time Analytics](https://docs.encoreos.io/hr/time-analytics.md): Analytics dashboard for time exceptions showing trend charts, type distribution, department breakdown, resolution metrics, and CSV export over a configurable date range.
- [Time Clock](https://docs.encoreos.io/hr/time-clock.md): Employee self-service time clock for clocking in, clocking out, starting and ending breaks, with optional geolocation capture and recent punch history.
- [Time Exceptions](https://docs.encoreos.io/hr/time-exceptions.md): Queue for reviewing and resolving time exceptions such as missed punches, late arrivals, and unauthorized overtime, with bulk resolution and manual punch entry.
- [Time-to-Fill Analytics](https://docs.encoreos.io/hr/time-fill-analytics.md): Analytics view of recruiting time-to-fill metrics including overall averages, by-department breakdown, trend chart, and benchmark comparison, with configurable month range and CSV export.
- [Time, Leave & Benefits](https://docs.encoreos.io/hr/time-leave-benefits.md): No active route is registered for this path; the destination may have been removed or consolidated into another screen.
- [Time Off](https://docs.encoreos.io/hr/time-off.md): No active route is registered for this path; the destination may have been removed or consolidated into another screen.
- [Time & Scheduling](https://docs.encoreos.io/hr/time-scheduling.md): Overview dashboard for time clock, scheduling, and timesheets showing today's shifts, open shifts, pending approvals, and swap requests with role-adaptive manager widgets.
- [Timesheet Details](https://docs.encoreos.io/hr/timesheet-details.md): Employee view of a single timesheet period showing individual time entries with clock-in/out times, break durations, hours worked, exception flags, and export options.
- [Workforce](https://docs.encoreos.io/hr/workforce.md): Human Resources core landing page showing key workforce metrics, area navigation cards, and quick actions for accessing employees, scheduling, payroll, and compliance functions.
- [Workforce Analytics](https://docs.encoreos.io/hr/workforce-analytics.md): Tabbed analytics hub for workforce data including Dashboard, Trends, Retention Risk, Cost Analysis, and Reports, with tab state persisted in the URL.
- [Workforce Analytics Dashboard](https://docs.encoreos.io/hr/workforce-analytics-dashboard.md): Redirects to the Workforce Analytics hub at /hr/analytics, which opens on the Dashboard tab showing workforce metrics, headcount, and trends.
- [Workforce Trends](https://docs.encoreos.io/hr/workforce-trends.md): Redirects to the Workforce Analytics hub at /hr/analytics?tab=trends, showing historical workforce trend analysis within the tabbed analytics interface.
- [Workload Drivers](https://docs.encoreos.io/hr/workload-drivers.md): Configure and manage workload drivers and driver templates that define how staffing requirements are calculated from census, ratios, and other operational metrics.
- [Encore Health OS](https://docs.encoreos.io/index.md): A multi-tenant, healthcare-grade ERP platform for behavioral health and recovery housing operations — managing people, places, money, risk, and outcomes.
- [Edge Functions Documentation](https://docs.encoreos.io/integrations/EDGE_FUNCTIONS.md): Version: 1.2.0 Last Updated: 2026-03-23 Total Functions: 294 (deployable folders under supabase/functions/, excluding _shared. Refresh count: npm run docs:edge…
- [Email & SMS Setup Guide](https://docs.encoreos.io/integrations/EMAIL_SMS_SETUP.md): Version: 1.1.0 Last Updated: 2026-03-11
- [Entra ID Deployment Checklist](https://docs.encoreos.io/integrations/ENTRA_DEPLOYMENT_CHECKLIST.md): Use this checklist before enabling Entra provisioning for an organization.
- [Entra ID Integration Overview](https://docs.encoreos.io/integrations/ENTRA_ID_OVERVIEW.md): Specification: PF-63 Status: ✅ Complete Date: 2026-01-28
- [Entra ID Integration - Research Findings](https://docs.encoreos.io/integrations/ENTRA_ID_RESEARCH_FINDINGS.md): Date: 2026-01-28 Research Method: Microsoft Learn MCP Server Status: ✅ Research Complete
- [Entra ID Integration Setup Guide](https://docs.encoreos.io/integrations/ENTRA_ID_SETUP.md): Purpose: Complete guide for setting up Microsoft Entra ID/Office 365 integration for PF-63.
- [Google Workspace Integration (PF-101) — Compliance & Security](https://docs.encoreos.io/integrations/GOOGLE_WORKSPACE_COMPLIANCE.md): Audience: Compliance officers, security reviewers, BAA owners. Regulations in scope: HIPAA Privacy & Security Rules, HITECH breach notification, 42 CFR Part 2…
- [Google Workspace Integration (PF-101) — Overview](https://docs.encoreos.io/integrations/GOOGLE_WORKSPACE_OVERVIEW.md): Spec: specs/pf/specs/PF-101-google-workspace-integration.md Plan: specs/pf/plans/PF-101-google-workspace-integration-PLAN.md Tasks: specs/pf/tasks/PF-101-TASKS…
- [Google Workspace Integration (PF-101) — Admin Setup](https://docs.encoreos.io/integrations/GOOGLE_WORKSPACE_SETUP.md): Audience: Tenant admins / platform operators connecting a Google Workspace tenant. Permissions required: pf.google_workspace.manage and org_admin system role.…
- [n8n Integration Guide for Encore Health OS](https://docs.encoreos.io/integrations/N8N_INTEGRATION_GUIDE.md): Version: 1.0.0 Last Updated: 2025-11-25 Core: FW (Forms & Workflow) Related Specs: FW-03 Automation Engine
- [RingCentral Integration Gap Analysis & Recommendations](https://docs.encoreos.io/integrations/RINGCENTRAL_GAP_ANALYSIS.md): Created: 2026-01-28 Status: ✅ Analysis Complete Owner: CE (Community Engagement) Related Specs: CE-03, CE-03-E1, CE-08
- [Supabase Setup Guide](https://docs.encoreos.io/integrations/SUPABASE_SETUP.md): Version: 1.1.0 Last Updated: 2026-03-23
- [Vercel Integration Guide](https://docs.encoreos.io/integrations/VERCEL_INTEGRATION.md): > Version: 1.2.0 > Last Updated: 2026-03-16
- [Encore Health OS Integrations](https://docs.encoreos.io/integrations/index.md): This directory contains integration guides for connecting Encore Health OS with external services and platforms (Supabase, n8n, Entra ID, RingCentral, etc.). C…
- [Approval Inbox](https://docs.encoreos.io/it/approval-inbox.md): Review and approve or reject pending IT change requests assigned to the current user.
- [Article](https://docs.encoreos.io/it/article.md): Read a single knowledge base article, view its tags and version history, and vote on whether it was helpful.
- [Asset Details](https://docs.encoreos.io/it/asset-details.md): View full details for a single IT asset including assignment, acquisition, warranty, maintenance history, and linked licenses.
- [Asset Reports](https://docs.encoreos.io/it/asset-reports.md): Redirect target that forwards to the IT Reports list pre-filtered to asset inventory report type.
- [Blackout Periods](https://docs.encoreos.io/it/blackout-periods.md): Define and manage date/time windows during which IT changes are restricted or blocked.
- [CAB Review](https://docs.encoreos.io/it/cab-review.md): Change Advisory Board screen showing high-risk change requests pending CAB-level approval with risk summary metrics.
- [Change Calendar](https://docs.encoreos.io/it/change-calendar.md): Monthly calendar view of scheduled IT change requests and blackout periods with a day-detail side panel.
- [Change Request Details](https://docs.encoreos.io/it/change-request-details.md): Full detail view for a single IT change request including risk assessment, approval workflow, implementation plan, and lifecycle actions.
- [Change Requests](https://docs.encoreos.io/it/change-requests.md): List and filter all IT change requests by status, type, and risk level with links to individual request details.
- [Change Templates](https://docs.encoreos.io/it/change-templates.md): Manage reusable change-request templates with default risk levels, categories, and auto-approve settings.
- [Compliance Requirements](https://docs.encoreos.io/it/compliance-requirements.md): List and filter IT compliance requirements across HIPAA IT, SOC 2, and ISO 27001 frameworks with status tracking.
- [Contract Details](https://docs.encoreos.io/it/contract-details.md): View full details for a single vendor contract including terms, dates, financial information, and contract document link.
- [Contracts](https://docs.encoreos.io/it/contracts.md): List and filter all vendor contracts by status and type with search, and create new contracts.
- [Dashboard](https://docs.encoreos.io/it/dashboard.md): Real-time IT operations overview with widgets for assets, tickets, licenses, security, procurement, onboarding, and change requests.
- [Information Technology Database Tables](https://docs.encoreos.io/it/database-tables.md): Module: IT Service Management Prefix: it_ Table Count: 35 Last Updated: 2026-01-10
- [Edit Article](https://docs.encoreos.io/it/edit-article.md): Edit, archive, or delete an existing IT knowledge base article using a rich article form.
- [Edit Change Request](https://docs.encoreos.io/it/edit-change-request.md): Edit a draft or rejected IT change request across basic info, risk assessment, and planning tabs.
- [Edit Contract](https://docs.encoreos.io/it/edit-contract.md): Edit an existing vendor contract's name, type, dates, financial terms, and associated vendor.
- [Edit Incident](https://docs.encoreos.io/it/edit-incident.md): Edit an existing IT security incident's type, severity, status, dates, and resolution notes.
- [Edit License](https://docs.encoreos.io/it/edit-license.md): Edit an existing software license record including name, type, seat count, dates, and optional license key.
- [Edit Patch](https://docs.encoreos.io/it/edit-patch.md): Edit an existing security patch record including patch ID, name, severity, release date, status, and affected software.
- [Edit Report](https://docs.encoreos.io/it/edit-report.md): Edit an existing IT report definition including name, type, column selection, grouping, and schedule settings.
- [Edit Request](https://docs.encoreos.io/it/edit-request.md): Edit a draft IT procurement purchase request using the procurement wizard; non-draft requests redirect to the detail view.
- [Edit Requirement](https://docs.encoreos.io/it/edit-requirement.md): Edit an existing IT compliance requirement including framework, category, status, assessment dates, and notes.
- [Edit Vendor](https://docs.encoreos.io/it/edit-vendor.md): Edit an existing IT vendor record including contact information, address, type, and status.
- [Edit Vulnerability](https://docs.encoreos.io/it/edit-vulnerability.md): Edit an existing IT security vulnerability record including CVE ID, severity, discovery date, remediation status, and notes.
- [Employee IT Profile](https://docs.encoreos.io/it/employee-it-profile.md): View an employee's IT access accounts, account statuses, and onboarding/offboarding history from an IT perspective.
- [Incident Details](https://docs.encoreos.io/it/incident-details.md): View and manage a single security incident record including type, severity, status, timeline, description, resolution notes, and response actions.
- [IT Assets](https://docs.encoreos.io/it/it-assets.md): Manage the organization's IT asset inventory with filters by status, type, and site, plus paginated browsing.
- [IT Compliance](https://docs.encoreos.io/it/it-compliance.md): IT compliance dashboard showing compliance rates by framework (HIPAA IT, SOC 2, ISO 27001), upcoming assessments, and requirement management links.
- [IT Knowledge Base](https://docs.encoreos.io/it/it-knowledge-base.md): Self-service IT knowledge base portal for browsing, searching, and reading published help articles by category.
- [IT Module – Admin and Permissions](https://docs.encoreos.io/it/it-module-overview.md): Module: IT (Information Technology) Specs: specs/it/ Navigation worksheet: specs/it/navigation/NAVIGATION_WORKSHEET.md
- [IT Offboarding](https://docs.encoreos.io/it/it-offboarding.md): IT offboarding queue for managing IT deprovisioning workflows for departing employees, with overdue alerting and priority filtering.
- [IT Onboarding](https://docs.encoreos.io/it/it-onboarding.md): IT onboarding queue for managing IT provisioning workflows for new employees, with status and priority filtering.
- [IT Operations](https://docs.encoreos.io/it/it-operations.md): Landing page for the IT core module — assets, tickets, licensing, security, and operational dashboards.
- [IT Profile](https://docs.encoreos.io/it/it-profile.md): Per-employee IT profile showing access accounts, assigned assets, license assignments, and onboarding/offboarding history.
- [IT Reports](https://docs.encoreos.io/it/it-reports.md): Create and manage IT operational report definitions covering assets, tickets, licenses, security posture, vendors, changes, and custom types.
- [IT Settings](https://docs.encoreos.io/it/it-settings.md): Configure IT module settings for your organization, including module-level options managed via it_module_settings.
- [IT Tickets](https://docs.encoreos.io/it/it-tickets.md): View and manage all IT support tickets across the organization with real-time updates, filters, and pagination.
- [Knowledge Base Analytics](https://docs.encoreos.io/it/knowledge-base-analytics.md): View article-level analytics for the IT knowledge base — view counts, linked ticket counts, and last-updated dates with sortable columns.
- [License Compliance](https://docs.encoreos.io/it/license-compliance.md): Dashboard showing license utilization, seat allocation, annual cost, expiring licenses, over-allocated licenses, and a type-distribution chart.
- [License Details](https://docs.encoreos.io/it/license-details.md): View a single software license record including seat allocation, expiry status, and associated assignments.
- [Licenses](https://docs.encoreos.io/it/licenses.md): Manage software license records for the organization including seat counts, status, and renewal tracking.
- [Manage Articles](https://docs.encoreos.io/it/manage-articles.md): Admin list view for managing IT knowledge base articles — search, filter, archive, and delete published or draft articles.
- [My Assets](https://docs.encoreos.io/it/my-assets.md): View IT equipment and devices assigned to the current user, displayed as a card grid with type, status, and assignment date.
- [My Change Requests](https://docs.encoreos.io/it/my-change-requests.md): View and manage the current user's IT change requests, filtered by All, Draft, Pending Approval, Approved, and Completed tabs.
- [My Tickets](https://docs.encoreos.io/it/my-tickets.md): View IT support tickets you have submitted or that are assigned to you, organized by requested and assigned tabs.
- [New Article](https://docs.encoreos.io/it/new-article.md): Create a new IT knowledge base article with title, category, summary, content, tags, and publication status.
- [New Asset](https://docs.encoreos.io/it/new-asset.md): Create a new IT asset record using the standard wizard or a configurable organization-defined wizard.
- [New Change Request](https://docs.encoreos.io/it/new-change-request.md): Create a new IT change request with basic information, risk assessment, and planning tabs, optionally using a template.
- [New Change Template](https://docs.encoreos.io/it/new-change-template.md): Create a reusable IT change request template with default plans, risk level, category, and optional auto-approval for standard changes.
- [New Contract](https://docs.encoreos.io/it/new-contract.md): Create a new vendor contract record including contract type, dates, value, auto-renewal settings, and optional document URL.
- [New Incident](https://docs.encoreos.io/it/new-incident.md): Report a new IT security incident by selecting the incident type, severity, discovery date, and description.
- [New License](https://docs.encoreos.io/it/new-license.md): Create a new software license record for the organization, including vendor, seat count, type, and renewal details.
- [New Patch](https://docs.encoreos.io/it/new-patch.md): Create a new security patch record by entering the patch ID, name, severity, release date, affected software, and description.
- [New Report](https://docs.encoreos.io/it/new-report.md): Create a new IT operational report definition using a three-step wizard: choose report type, select columns, then name and save.
- [New Request](https://docs.encoreos.io/it/new-request.md): Submit a new IT purchase request using the procurement wizard for hardware, software, services, or other IT needs.
- [New Requirement](https://docs.encoreos.io/it/new-requirement.md): Add a compliance requirement by specifying its name, framework, category, description, and next assessment date.
- [New Template](https://docs.encoreos.io/it/new-template.md): Create a new provisioning template for IT onboarding or offboarding workflows, including task definitions by category and due-day offsets.
- [New Ticket](https://docs.encoreos.io/it/new-ticket.md): Submit a new IT support ticket with subject, category, type, priority, description, and optional asset link — with real-time knowledge base article suggestions.
- [New Vendor](https://docs.encoreos.io/it/new-vendor.md): Add a new IT vendor record including name, type, status, contact details, address, and notes.
- [New Vulnerability](https://docs.encoreos.io/it/new-vulnerability.md): Report a newly discovered security vulnerability by entering its name, optional CVE ID, severity, discovery date, and description.
- [Offboarding Details](https://docs.encoreos.io/it/offboarding-details.md): View and manage a single IT offboarding instance, including access revocation tasks, asset returns, license reclaims, and SLA tracking.
- [Onboarding Details](https://docs.encoreos.io/it/onboarding-details.md): View and manage a single IT onboarding instance, including the task checklist, SLA tracking, and links to asset assignment and access accounts.
- [Patch Details](https://docs.encoreos.io/it/patch-details.md): View a security patch's metadata, severity, vendor, affected software, and per-asset deployment status with a progress bar.
- [Patch Tracking](https://docs.encoreos.io/it/patch-tracking.md): View, filter, and manage all security patches. Filter by severity, status, or search term, and track deployment progress per patch.
- [Provisioning Templates](https://docs.encoreos.io/it/provisioning-templates.md): Browse, filter, and manage IT provisioning templates for onboarding and offboarding workflows, organized by workflow type.
- [Purchase Requests](https://docs.encoreos.io/it/purchase-requests.md): View, search, and filter all IT procurement purchase requests by status, type, and priority.
- [Report Details](https://docs.encoreos.io/it/report-details.md): View a saved IT report definition's configuration, run it on demand, review run history, and download completed results.
- [Request Details](https://docs.encoreos.io/it/request-details.md): View the full details of an IT purchase request including type, priority, vendor, pricing, justification, and approval history.
- [Security Dashboard](https://docs.encoreos.io/it/security-dashboard.md): IT Security overview showing critical vulnerabilities, pending patches, active incidents, and compliance rate with navigation to each security sub-module.
- [Security Incidents](https://docs.encoreos.io/it/security-incidents.md): List, filter, and manage IT security incidents by type, severity, and response status.
- [Template Details](https://docs.encoreos.io/it/template-details.md): View and edit a provisioning template's metadata and task definitions, or delete it. Also accessible as a change management template detail.
- [Ticket Details](https://docs.encoreos.io/it/ticket-details.md): View a support ticket's details, add comments, manage SLA tracking, link assets, change status or assignee, and escalate to security incidents.
- [Vendor Details](https://docs.encoreos.io/it/vendor-details.md): View an IT vendor's contact information, performance metrics, notes, and associated contracts.
- [Vendors](https://docs.encoreos.io/it/vendors.md): Browse and manage IT vendor relationships and contracts with filtering and search.
- [Vulnerabilities](https://docs.encoreos.io/it/vulnerabilities.md): Browse, search, and filter IT security vulnerabilities by severity and remediation status.
- [Vulnerability Details](https://docs.encoreos.io/it/vulnerability-details.md): View a security vulnerability's details, affected assets, and update its remediation status through available workflow actions.
- [1-on-1 Details](https://docs.encoreos.io/lo/1-on-1-details.md): Detail screen at /lo/one-on-ones/:oneOnOneId for managing notes, feedback, and status for a single one-on-one session.
- [1-on-1s](https://docs.encoreos.io/lo/1-on-1s.md): Screen at /lo/one-on-ones listing scheduled one-on-one meetings between managers and employees, with upcoming sessions.
- [Leadership Operating System Overview](https://docs.encoreos.io/lo/LO_OVERVIEW.md): Overview of the Leadership Operating System core in Encore Health OS — purpose, scope, and key responsibilities.
- [Accountability Chart](https://docs.encoreos.io/lo/accountability-chart.md): Screen at /lo/accountability for managing the organizational chart with roles, seats, and GWC assessments.
- [Article](https://docs.encoreos.io/lo/article.md): Screen at /lo/knowledge/articles/:articleId for reading a knowledge article with table of contents, version history, and view count tracking.
- [Assessment Details](https://docs.encoreos.io/lo/assessment-details.md): Detail screen at /lo/assessments/:assessmentId for viewing an assessment template, managing its schedules, and editing or deleting it.
- [Assessments](https://docs.encoreos.io/lo/assessments.md): Screen at /lo/assessments for managing assessment templates — creating, editing, deleting, and filtering by type and status.
- [Categories](https://docs.encoreos.io/lo/categories.md): Screen at /lo/knowledge/categories for managing the hierarchical category structure of the knowledge base.
- [Dashboard](https://docs.encoreos.io/lo/dashboard.md): Leadership Operating System overview screen at /lo/dashboard, showing metrics, widgets, and quick actions for the current quarter.
- [Leadership Operating System Database Tables](https://docs.encoreos.io/lo/database-tables.md): Module: Leadership Operating System (EOS-inspired) Prefix: lo_ Table Count: 29 Last Updated: 2026-01-10
- [To-Do Details](https://docs.encoreos.io/lo/do-details.md): Detail screen at /lo/todos/:todoId for viewing and managing a single to-do item including comments, assignee, and linked goal.
- [To-Dos](https://docs.encoreos.io/lo/dos.md): Screen at /lo/todos for viewing and managing to-do items, with My and All tabs, filtering, and drag-to-reorder support.
- [Edit Article](https://docs.encoreos.io/lo/edit-article.md): Screen at /lo/knowledge/articles/:articleId/edit for editing an existing knowledge base article using the same editor as article creation.
- [Feedback](https://docs.encoreos.io/lo/feedback.md): Screen at /lo/feedback for viewing and giving structured feedback to team members, categorized as praise, concern, or suggestion.
- [Goal Quality](https://docs.encoreos.io/lo/goal-quality.md): Screen at /lo/goal-quality displaying SMART score analytics across all organizational goals with distribution charts and a low-score goals table.
- [Goals](https://docs.encoreos.io/lo/goals.md): The route /lo/goals does not exist in the router — this is not a standalone screen.
- [Headlines](https://docs.encoreos.io/lo/headlines.md): The route /lo/headlines does not exist in the router — it is not a standalone screen.
- [Issue Details](https://docs.encoreos.io/lo/issue-details.md): Detail screen at /lo/issues/:issueId for viewing, discussing, resolving, and managing tasks for a single issue.
- [Issues](https://docs.encoreos.io/lo/issues.md): Screen at /lo/issues listing organizational issues with status counts, filtering, search, and inline creation.
- [Knowledge Portal](https://docs.encoreos.io/lo/knowledge-portal.md): Screen at /lo/knowledge providing a searchable organizational knowledge base with featured articles, recent articles, and a category tree.
- [Leadership](https://docs.encoreos.io/lo/leadership.md): The /lo root redirects automatically to /lo/dashboard — it is not a standalone screen.
- [Leadership Forms](https://docs.encoreos.io/lo/leadership-forms.md): The route /lo/forms does not exist in the router — it is not a standalone screen.
- [Leadership Settings](https://docs.encoreos.io/lo/leadership-settings.md): Admin screen at /lo/settings for configuring the Leadership Operating System module, including goals, meetings, scorecards, and knowledge settings.
- [Meeting Details](https://docs.encoreos.io/lo/meeting-details.md): Detail screen at /lo/meetings/:meetingId for managing agenda, attendees, notes, action items, and tasks for a single meeting.
- [Meetings](https://docs.encoreos.io/lo/meetings.md): Screen at /lo/meetings listing structured leadership meetings (Level 10, Quarterly, Annual Planning) with filtering and scheduling.
- [My Assessments](https://docs.encoreos.io/lo/my-assessments.md): Screen at /lo/my-assessments listing assessments assigned to the current user, with pending and completed tabs.
- [New Article](https://docs.encoreos.io/lo/new-article.md): Screen at /lo/knowledge/articles/new for creating a new knowledge base article with rich text, type, category, and tags.
- [New Goal](https://docs.encoreos.io/lo/new-goal.md): The route /lo/goals/new does not exist in the router — goal creation is handled via a dialog at /lo/rocks.
- [New Issue](https://docs.encoreos.io/lo/new-issue.md): The route /lo/issues/new does not exist in the router — issue creation is handled via a dialog at /lo/issues.
- [New Meeting](https://docs.encoreos.io/lo/new-meeting.md): The route /lo/meetings/new does not exist in the router — meeting creation is handled via a dialog at /lo/meetings.
- [New Rock](https://docs.encoreos.io/lo/new-rock.md): The route /lo/rocks/new does not exist in the router — Rock (goal) creation is handled via a dialog at /lo/rocks.
- [New Scorecard](https://docs.encoreos.io/lo/new-scorecard.md): The route /lo/scorecards/new does not exist in the router — scorecard creation is handled via a mutation on the Scorecards list page.
- [Rock Details](https://docs.encoreos.io/lo/rock-details.md): Detail screen at /lo/rocks/:rockId showing a quarterly goal's progress, actions, team assignments, and SMART score.
- [Rocks](https://docs.encoreos.io/lo/rocks.md): Screen at /lo/rocks listing quarterly goals (Rocks) with status, progress, and filtering by quarter and fiscal year.
- [Schedule Details](https://docs.encoreos.io/lo/schedule-details.md): Detail screen at /lo/assessments/schedules/:scheduleId for distributing an assessment, tracking response rates, and managing individual responses.
- [Scorecard Details](https://docs.encoreos.io/lo/scorecard-details.md): Detail screen at /lo/scorecards/:scorecardId for entering metric values, recording trends, and submitting or approving a weekly scorecard.
- [Scorecard Metrics](https://docs.encoreos.io/lo/scorecard-metrics.md): Screen at /lo/scorecard-metrics for managing the metrics tracked on weekly scorecards, filterable by role.
- [Scorecards](https://docs.encoreos.io/lo/scorecards.md): Screen at /lo/scorecards listing weekly scorecards filtered by role and week, with navigation between weeks.
- [Vision & Strategy](https://docs.encoreos.io/lo/vision-strategy.md): Screen at /lo/vision for viewing and managing the organization's vision document, core values, strategic goals, and quarterly goals.
- [Supabase Migration Completion Plan](https://docs.encoreos.io/migration/COMPLETION_PLAN.md): Version: 2.1.0 Date: 2026-01-15 Status: Ready for Execution (MCP-First Approach)
- [Custom Fields Integration Status](https://docs.encoreos.io/migration/CUSTOM_FIELDS_INTEGRATION.md): This document tracks the integration of CustomFieldsSection (PF-16) into entity forms.
- [Data Archival Strategy](https://docs.encoreos.io/migration/DATA_ARCHIVAL_PLAN.md): Version: 1.0.0 Date: 2026-01-16 Status: Planning Reference: docs/migration/SUPABASE_PERFORMANCE_RECOMMENDATIONS.md
- [Destructive DROP Audit — April 2026](https://docs.encoreos.io/migration/DESTRUCTIVE_DROP_AUDIT_2026-04.md): Status: Findings only. No rewrites recommended without per-migration spec verification.
- [Supabase Migration Summary](https://docs.encoreos.io/migration/MIGRATION_SUMMARY.md): Date: 2026-01-15 Status: Ready to Execute
- [Object Permissions Tab V2 Migration Plan](https://docs.encoreos.io/migration/OBJECT_PERMISSIONS_V2_MIGRATION.md): Component: src/platform/data-manager/components/ObjectPermissionsTab.tsx Status: ✅ Migration Complete Sunset Date: 2026-03-31 (for V1 constants removal) Create…
- [Object Permissions V2 Migration - Summary](https://docs.encoreos.io/migration/OBJECT_PERMISSIONS_V2_MIGRATION_SUMMARY.md): Date: 2026-01-26 Status: ✅ Complete Component: ObjectPermissionsTab and related components
- [Permissions V2 Migration — Complete Summary](https://docs.encoreos.io/migration/PERMISSIONS_V2_COMPLETE_SUMMARY.md): Version: 1.0.0 Created: 2026-03-19 Status: ✅ Complete (Phase 3 cleanup deferred to Q3 2026) Owner: Platform Foundation (PF-30)
- [PostgreSQL Extensions Review & Recommendations](https://docs.encoreos.io/migration/POSTGRES_EXTENSIONS_RECOMMENDATIONS.md): Version: 1.1.0 Date: 2026-01-17 (Updated) Status: ✅ Phase 1 Complete Database: PostgreSQL 15 (Supabase)
- [Pre-Production Migration Checklist](https://docs.encoreos.io/migration/PRE_PRODUCTION_CHECKLIST.md): Version: 2.0.0 Last Updated: 2026-01-15 Purpose: Final validation checklist before migrating to Supabase Cloud production
- [SQL Audit Execution Instructions](https://docs.encoreos.io/migration/SQL_AUDIT_INSTRUCTIONS.md): Version: 2.0.0 Last Updated: 2026-01-15 Purpose: Run audit SQL scripts against staging database to identify and fix issues.
- [Staging Environment Setup Guide](https://docs.encoreos.io/migration/STAGING_SETUP_GUIDE.md): Version: 2.0.0 Last Updated: 2026-01-15 Purpose: Create a Supabase staging environment using branches to validate migrations before production.
- [Supabase Production Performance Recommendations](https://docs.encoreos.io/migration/SUPABASE_PERFORMANCE_RECOMMENDATIONS.md): Generated: 2026-01-16 Status: Based on Codebase Analysis & Best Practices Note: Direct MCP access to performance advisors timed out - recommendations based on…
- [TypeScript Type Generation Guide](https://docs.encoreos.io/migration/TYPE_GENERATION_GUIDE.md): Version: 2.0.0 Last Updated: 2026-01-15 Purpose: Generate TypeScript types from Supabase database schema after migration.
- [Supabase Migration Documentation](https://docs.encoreos.io/migration/index.md): Version: 2.0.0 Last Updated: 2026-01-15 Purpose: Complete documentation and tooling for migrating from Lovable Cloud to Supabase Cloud
- [Migration Checklist](https://docs.encoreos.io/migration/migration-checklist.md): Version: 1.0.0 Created: 2026-01-08 Status: ✅ Complete
- [DataTable Migration Guide](https://docs.encoreos.io/migration/migration-guide.md): Created: 2026-01-08 Status: Complete Task: T17
- [Phase 5 Database Migrations](https://docs.encoreos.io/migration/plans/MIGRATION_PLAN_HR-09-P5.md): Status: DEFERRED - Schedule for next deployment cycle Created: 2026-02-08 Author: AI Assistant Target Release: 2026-02-15 (or later after code validation)
- [Pre-Migration Code Readiness Checklist](https://docs.encoreos.io/migration/plans/PRE_MIGRATION_CODE_CHECKLIST.md): Status: PENDING - To be completed before migration deployment Created: 2026-02-08 Target Date: 2026-02-15
- [Health Alert Runbook](https://docs.encoreos.io/operations/HEALTH_ALERT_RUNBOOK.md): Operational procedures for responding to system health alerts.
- [Monitoring & Alerting Guide](https://docs.encoreos.io/operations/MONITORING.md): Version: 1.0.0 Last Updated: 2025-01-07
- [Monitoring & Alerting Runbook](https://docs.encoreos.io/operations/MONITORING_RUNBOOK.md): Phase 2 & 3 — Error Handling & Monitoring Last Updated: 2026-03-14
- [Backup and Recovery Procedures](https://docs.encoreos.io/operations/backup-recovery.md): Last Updated: 2026-01-21 Purpose: Procedures for backing up and recovering production data
- [Content Gaps Checklist](https://docs.encoreos.io/operations/content-plans/CONTENT_GAPS_CHECKLIST.md): Version: 1.0.0 Last Updated: 2026-05-13 Status: Active
- [Content Plan Implementation Guide](https://docs.encoreos.io/operations/content-plans/IMPLEMENTATION_GUIDE.md): Version: 1.0.0 Last Updated: 2026-05-13 Status: Active
- [Content Plans](https://docs.encoreos.io/operations/content-plans/index.md): Version: 1.0.0 Last Updated: 2026-05-13 Status: Active
- [Operations Documentation](https://docs.encoreos.io/operations/index.md): Version: 1.0.0 Last Updated: 2025-11-25
- [Performance Indexes Phase 2 - Deployment Status](https://docs.encoreos.io/performance/DEPLOYMENT_STATUS.md): Migration: 20260121000000_performance_indexes_phase2.sql Date: 2026-01-21 Status: Production ✅ | Staging ✅ COMPLETE
- [Database Performance Monitoring Guide](https://docs.encoreos.io/performance/MONITORING_GUIDE.md): Version: 1.0.0 Date: 2026-01-16 Owner: Platform Team
- [Performance Optimization Log](https://docs.encoreos.io/performance/PERFORMANCE_OPTIMIZATION_LOG.md): > Version: 1.0.0 > Last Updated: 2026-01-17 > Status: Active
- [Org Admin Permissions Audit](https://docs.encoreos.io/pf/ORG_ADMIN_PERMISSIONS_AUDIT.md): Date: 2026-02-22 Goal: Ensure organization admins have access to all features (no missing permissions).
- [About](https://docs.encoreos.io/pf/about.md): Displays app version, network status, and service worker information for the current session.
- [Activation Requests](https://docs.encoreos.io/pf/activation-requests.md): Admin queue for reviewing and approving access requests from imported or migrated employees.
- [Admin Docs](https://docs.encoreos.io/pf/admin-docs.md): Transcription vendor administration page for managing BAAs, jurisdiction routing, and org defaults.
- [Advanced Document Features Guide](https://docs.encoreos.io/pf/advanced-documents-guide.md): Encore Health OS provides advanced document capabilities including enhanced preview, version control, approval workflows, and integrations with external docume…
- [AI Headshots](https://docs.encoreos.io/pf/ai-headshots.md): Generate AI professional headshots by uploading photos, selecting a style, and setting the result as a profile photo.
- [AI Skills](https://docs.encoreos.io/pf/ai-skills.md): Browse, configure, create, import, and export specialized AI assistant skills for your organization.
- [Alert Configuration](https://docs.encoreos.io/pf/alert-configuration.md): Create and manage threshold-based system health alerts with enable/disable and edit controls.
- [Alert History](https://docs.encoreos.io/pf/alert-history.md): View, acknowledge, and resolve triggered system health alerts with status filtering.
- [All Forms](https://docs.encoreos.io/pf/all-forms.md): Redirects to /fw/forms; not a standalone screen in Platform Foundation.
- [API Access](https://docs.encoreos.io/pf/api-access.md): Manage service accounts and API keys for external integrations, with an optional API activity audit tab.
- [Organization Document Templates - Architecture Document](https://docs.encoreos.io/pf/architecture.md): Module: Platform (PF) Feature ID: PF-64 Version: 1.0.0 Last Updated: 2026-01-30 Status: Production Ready
- [Audit Analytics](https://docs.encoreos.io/pf/audit-analytics.md): Browse, filter, and export audit trail data with optional real-time event streaming.
- [Audit Logs](https://docs.encoreos.io/pf/audit-logs.md): No standalone route registered for /settings/audit-logs; audit log access is through Audit Analytics.
- [Automation Observability](https://docs.encoreos.io/pf/automation-observability.md): Real-time dashboard for monitoring automation execution volume, failure counts, SLA compliance, and process health.
- [Automation Processes](https://docs.encoreos.io/pf/automation-processes.md): Auto-discovered catalog of business processes with health monitoring, filtering, and discovery trigger.
- [Billing](https://docs.encoreos.io/pf/billing.md): No standalone route registered for /settings/billing in Platform Foundation.
- [Billing & Payments](https://docs.encoreos.io/pf/billing-payments.md): Patient portal billing tab for viewing and managing payment information within the portal layout.
- [Brand Customization Guide](https://docs.encoreos.io/pf/brand-customization-guide.md): Feature: PF-95 — Tenant White-Labeling & Theming Audience: Organization Administrators Last Updated: 2026-03-24
- [Branding preview](https://docs.encoreos.io/pf/branding-preview.md): Developer tool for previewing all semantic color token pairs in light and dark mode simultaneously.
- [Branding & Theme](https://docs.encoreos.io/pf/branding-theme.md): Configure tenant white-label theme: colors, typography, login assets, and subdomain across four tabs.
- [Bulk Operations](https://docs.encoreos.io/pf/bulk-operations.md): Manage bulk delete, update, and assign operations with progress tracking and rollback capability.
- [Categories](https://docs.encoreos.io/pf/categories.md): Organize data objects into categories using a tree-based category manager.
- [Chatbot Settings](https://docs.encoreos.io/pf/chatbot-settings.md): Configure the website chatbot widget: general settings, knowledge base, lead capture, and embed code.
- [Chatbot Widget](https://docs.encoreos.io/pf/chatbot-widget.md): Lightweight iframe-embeddable chatbot widget page that renders a chat window without sidebar or navigation.
- [Compliance](https://docs.encoreos.io/pf/compliance.md): Compliance automation dashboard showing regulatory check statuses with trigger and consent summary views.
- [Condition Performance](https://docs.encoreos.io/pf/condition-performance.md): Dashboard showing conditional logic evaluation metrics including p50/p95/p99 latency, cache hit rate, and method distribution.
- [Custom Field Details](https://docs.encoreos.io/pf/custom-field-details.md): Edit an individual custom field definition including label, key, and type configuration.
- [Custom Fields](https://docs.encoreos.io/pf/custom-fields.md): Define and manage custom fields for entities across the organization with a searchable definition table.
- [Custom Metric](https://docs.encoreos.io/pf/custom-metric.md): Detail view for a single custom metric showing trend chart, SLA thresholds, violation history, and manual value recording.
- [Custom Metrics](https://docs.encoreos.io/pf/custom-metrics.md): Manage custom system health metrics, SLA thresholds, violations, and compliance report exports in a tabbed interface.
- [Custom Object](https://docs.encoreos.io/pf/custom-object.md): View, manage, and configure records and fields for a named custom object at /settings/data-manager/custom/:apiName.
- [Dashboard Templates](https://docs.encoreos.io/pf/dashboard-templates.md): Create, edit, duplicate, share, and delete organisation and system dashboard templates at /settings/dashboard-templates.
- [Data Exports](https://docs.encoreos.io/pf/data-exports.md): Request, track, and download compliance-grade data exports from the platform at /settings/exports.
- [Data Import](https://docs.encoreos.io/pf/data-import.md): Hub for starting CSV imports across modules and viewing recent import history at /settings/data-import.
- [Data Manager](https://docs.encoreos.io/pf/data-manager.md): Browse, search, and manage all platform data objects — both core and custom — at /settings/data-manager.
- [Data Migration](https://docs.encoreos.io/pf/data-migration.md): Connect to external databases, configure field mappings, and run guided migrations into the platform at /settings/data-migration.
- [Data Onboarding](https://docs.encoreos.io/pf/data-onboarding.md): Multi-step guided wizard for importing core organisation data — sites, employees, patients, and financial data — at /settings/imports/onboarding.
- [Data Retention](https://docs.encoreos.io/pf/data-retention.md): Manage retention policies, legal holds, and view data lifecycle events for the organisation at /settings/data-retention.
- [Data Table Demo](https://docs.encoreos.io/pf/data-table-demo.md): Interactive showcase of all DataTable component features including virtual scrolling, inline editing, grouping, column management, and export at /platform/table/demo.
- [Database Health](https://docs.encoreos.io/pf/database-health.md): Monitor trigger coverage, RLS policy coverage, and index usage statistics for the platform database at /settings/system-health/database.
- [Platform Foundation Database Tables](https://docs.encoreos.io/pf/database-tables.md): Module: Platform Foundation Prefix: pf_ Table Count: 72 Last Updated: 2026-01-10
- [Deleted Records](https://docs.encoreos.io/pf/deleted-records.md): Admin interface for viewing, restoring, or permanently deleting soft-deleted records across modules at /admin/deleted-records.
- [Dev Tools](https://docs.encoreos.io/pf/dev-tools.md): Developer-facing tools and sandboxes accessible under /dev, including icon tone playground, branding preview, and contrast audit pages.
- [Document Analytics](https://docs.encoreos.io/pf/document-analytics.md): Aggregated analytics dashboard showing document counts by category and status, storage usage, and expiration metrics at /documents/analytics.
- [Document Approval Workflow Guide](https://docs.encoreos.io/pf/document-approvals-guide.md): Encore Health OS's document approval system enables multi-step review and approval processes for sensitive documents. Configure approval chains with specific a…
- [Document Details](https://docs.encoreos.io/pf/document-details.md): View, manage, and action a single document record including versions, approvals, permissions, and preview at /documents/:id.
- [Document Management Guide](https://docs.encoreos.io/pf/document-management-guide.md): Learn how to upload, organize, version, and share documents in Encore Health OS.
- [Documents](https://docs.encoreos.io/pf/documents.md): Searchable, filterable library for viewing, uploading, and managing organisation documents at /documents.
- [Edit Approval Template](https://docs.encoreos.io/pf/edit-approval-template.md): Create or edit an approval chain template with configurable steps, approver types, and timeouts at /settings/templates/approvals/:id.
- [Edit Article](https://docs.encoreos.io/pf/edit-article.md): Create or edit a knowledge base article with rich-text content and publish controls at /settings/knowledge-base/:id.
- [Edit Diagram](https://docs.encoreos.io/pf/edit-diagram.md): Build or edit a swim lane process diagram with multi-user presence, version history, BPMN export, and undo/redo at /platform/workflows/diagrams/:id.
- [Edit Document Template](https://docs.encoreos.io/pf/edit-document-template.md): Create or edit a reusable document template at /settings/templates/documents/:id.
- [Edit Letterhead](https://docs.encoreos.io/pf/edit-letterhead.md): Create or edit a branded letterhead template for use on documents and correspondence at /settings/templates/letterheads/:id.
- [Edit Report](https://docs.encoreos.io/pf/edit-report.md): Edit the name, description, category, and SQL query of an existing saved report at /reports/:reportId/edit.
- [Edit Role](https://docs.encoreos.io/pf/edit-role.md): Edit a custom role's name, description, and permission assignments, and manage user assignments at /settings/roles/:id.
- [Email Notifications Guide](https://docs.encoreos.io/pf/email-notifications-guide.md): Encore Health OS supports email delivery for in-app notifications, allowing users to receive important updates directly in their inbox. Emails are sent via the…
- [Email Signatures](https://docs.encoreos.io/pf/email-signatures.md): Configure the organisation-wide default email signature template with branding and compliance disclaimers at /settings/email-signatures.
- [Entra ID](https://docs.encoreos.io/pf/entra-id.md): Configure Microsoft Entra ID integration settings including directory sync, calendar sync, SharePoint, and Teams at /settings/integrations/entra.
- [Event Registry](https://docs.encoreos.io/pf/event-registry.md): Browse and manage the registry of all workflow events across platform cores, with filters, governance metadata, and consumer counts at /settings/automation/events.
- [Evidence Packages](https://docs.encoreos.io/pf/evidence-packages.md): Generate and download compliance evidence packages for HIPAA, SOC 2, Joint Commission, and CARF frameworks at /settings/compliance/evidence.
- [Executive Dashboard](https://docs.encoreos.io/pf/executive-dashboard.md): Cross-module KPI overview dashboard for leadership showing AR aging, occupancy, compliance score, workforce, and work order widgets at /dashboard/executive.
- [Export Templates](https://docs.encoreos.io/pf/export-templates.md): Manage reusable export templates that define column selection, ordering, and format for data exports across the platform.
- [Feature Flags](https://docs.encoreos.io/pf/feature-flags.md): View and toggle feature flags for the current organization, controlling experimental or phased-rollout capabilities across the platform.
- [Field Configuration](https://docs.encoreos.io/pf/field-configuration.md): Configure which fields appear, their order, and display behavior for each entity type across create, edit, detail, list, and wizard view contexts.
- [Foreground Contrast Audit](https://docs.encoreos.io/pf/foreground-contrast-audit.md): Developer tool that evaluates runtime WCAG AA contrast ratios for all semantic foreground/background token pairs and surfaces failing combinations.
- [Gesture Analytics](https://docs.encoreos.io/pf/gesture-analytics.md): User-level dashboard showing gesture interaction frequency, success rates, and usage trends over selectable date ranges.
- [Gesture Preferences](https://docs.encoreos.io/pf/gesture-preferences.md): Configure personal touch gesture settings including sensitivity, haptic feedback intensity, and per-gesture enable/disable toggles.
- [Getting Started](https://docs.encoreos.io/pf/getting-started.md): Guided setup completion dashboard for organization administrators, showing onboarding progress and next steps for configuring the platform.
- [Gmail](https://docs.encoreos.io/pf/gmail.md): Configure the organization's Gmail sender address for Google Workspace-based outbound email from the platform.
- [Gusto](https://docs.encoreos.io/pf/gusto.md): Gusto payroll integration settings for connecting Encore Health OS to Gusto Embedded Payroll.
- [Headshot Campaigns](https://docs.encoreos.io/pf/headshot-campaigns.md): Manage AI staff headshot campaigns: create campaigns, set styles and deadlines, monitor submissions, and send reminders.
- [Help](https://docs.encoreos.io/pf/help.md): In-app help entry point with quick links to documentation, keyboard shortcuts, and platform navigation guidance.
- [Historical Analysis](https://docs.encoreos.io/pf/historical-analysis.md): Platform system health historical analysis dashboard showing LCP, API response time, and error rate trends with period-over-period comparisons.
- [Icon Tone Playground](https://docs.encoreos.io/pf/icon-tone-playground.md): Developer tool for previewing how a status string resolves to an icon and semantic color tone via the platform's canonical variant system.
- [Import History](https://docs.encoreos.io/pf/import-history.md): View all data import batches for the organization, inspect status, entity type, and record counts, and drill into individual batch details.
- [Inbox](https://docs.encoreos.io/pf/inbox.md): Unified inbox aggregating notifications, tasks, and pending approval requests in a single tabbed view with real-time updates.
- [Platform Foundation Documentation](https://docs.encoreos.io/pf/index.md): The Platform Foundation provides the core infrastructure and shared services for the Encore Health OS platform.
- [Integration Details](https://docs.encoreos.io/pf/integration-details.md): View and manage the configuration details for a specific third-party integration by integration ID.
- [Integrations](https://docs.encoreos.io/pf/integrations.md): View and manage all third-party integrations for the organization, including telephony, email, identity, and custom integrations.
- [IP Management](https://docs.encoreos.io/pf/ip-management.md): Manage organization IP allowlists and blocklists to control which IP addresses and CIDR ranges can access the platform.
- [Knowledge Base](https://docs.encoreos.io/pf/knowledge-base.md): Manage organization knowledge articles: create, publish, archive, search, and bulk-operate on articles for internal reference and AI skill use.
- [Layout Builder](https://docs.encoreos.io/pf/layout-builder.md): Full-screen drag-and-drop interface for arranging field display order and layout for a specific entity type and view context, with version history and rollback.
- [Layout Editor](https://docs.encoreos.io/pf/layout-editor.md): Edit a specific named page layout for a data manager object, with support for adding sections, fields, and components to the layout canvas.
- [Layout Templates](https://docs.encoreos.io/pf/layout-templates.md): Browse and apply the library of page layout templates for system and custom data objects, organized by category.
- [Medical Terminology & Code Libraries — Admin Guide](https://docs.encoreos.io/pf/medical-terminology-admin-guide.md): Feature ID: PF-70 Version: 1.0.0 Status: ✅ Implemented Last Updated: 2026-02-19 Audience: Platform Administrators, Org Admins Permission Required: pf.codes.adm…
- [Message Thread](https://docs.encoreos.io/pf/message-thread.md): Open a specific messaging conversation by ID, rendering the full conversation thread in the messaging interface.
- [Messages](https://docs.encoreos.io/pf/messages.md): Secure in-platform messaging hub for staff conversations, accessible at /messaging. Portal patients access their messages at /portal/messages.
- [Module Permissions](https://docs.encoreos.io/pf/module-permissions.md): View and search all permissions defined for a specific platform module, with role usage information and categorized permission listing.
- [Module Permissions Matrix](https://docs.encoreos.io/pf/module-permissions-matrix.md): Version: 1.2.0 Last Updated: 2025-12-12 Spec Reference: PF-30 (Permissions System V2)
- [Modules](https://docs.encoreos.io/pf/modules.md): Enable or disable platform modules for the organization and apply configuration presets to customize the active feature set.
- [My Appointments](https://docs.encoreos.io/pf/my-appointments.md): Patient portal page showing upcoming and past appointments, with the ability to cancel scheduled appointments.
- [My Email Signature](https://docs.encoreos.io/pf/my-email-signature.md): Customize your personal email signature with your name, title, and contact information for outbound emails.
- [My Forms](https://docs.encoreos.io/pf/my-forms.md): View and complete pre-admission packets and intake forms assigned to you in the patient portal.
- [My Information](https://docs.encoreos.io/pf/my-information.md): View your current demographic information and submit update requests from the patient portal.
- [My Profile](https://docs.encoreos.io/pf/my-profile.md): Manage your user profile, avatar, display preferences, and account settings.
- [My Tasks](https://docs.encoreos.io/pf/my-tasks.md): View, filter, and manage all tasks assigned to you across platform modules in one unified list.
- [New Approval Template](https://docs.encoreos.io/pf/new-approval-template.md): Create a multi-step approval chain template with configurable approvers, timeouts, and categories.
- [New Diagram](https://docs.encoreos.io/pf/new-diagram.md): Build a new swim-lane workflow diagram with a visual canvas, version history, and export options.
- [New Document Template](https://docs.encoreos.io/pf/new-document-template.md): Create a structured document template with sections, letterhead, versioning, and optional AI-assisted generation.
- [New Form](https://docs.encoreos.io/pf/new-form.md): The /forms/new path redirects to the Forms Wizard core route. Start here to create a new custom form.
- [New Import](https://docs.encoreos.io/pf/new-import.md): Upload a CSV, Excel, or JSON file to import records into the platform with field mapping and PHI masking.
- [New Letterhead](https://docs.encoreos.io/pf/new-letterhead.md): Create a reusable letterhead with logo, organization details, header layout, and footer configuration for document templates.
- [New Report](https://docs.encoreos.io/pf/new-report.md): Build a custom report by selecting tables, columns, joins, and filters using the visual report builder.
- [New Role](https://docs.encoreos.io/pf/new-role.md): Create a custom role with a name, description, and permission assignments for your organization.
- [Notification Preferences](https://docs.encoreos.io/pf/notification-preferences.md): Control which notification types you receive and through which channels: in-app, email, SMS, and push.
- [Notification Templates](https://docs.encoreos.io/pf/notification-templates.md): Manage organization-wide notification templates for each event type and delivery channel.
- [Notification Test](https://docs.encoreos.io/pf/notification-test.md): Diagnose and test notification delivery across push, in-app, email, and SMS channels.
- [Notifications Guide](https://docs.encoreos.io/pf/notifications-guide.md): Learn how to manage notifications, set preferences, and customize notification templates in Encore Health OS.
- [Object Details](https://docs.encoreos.io/pf/object-details.md): View and configure fields, page layouts, permissions, and raw data for a specific data object in the Data Manager.
- [Onboarding Session](https://docs.encoreos.io/pf/onboarding-session.md): Resume or continue a multi-step data onboarding session to import organization settings, sites, employees, patients, and financial data.
- [Organization Settings](https://docs.encoreos.io/pf/organization-settings.md): Configure your organization's name, sites, branding, jurisdiction, domain, and platform preferences.
- [Organization Setup](https://docs.encoreos.io/pf/organization-setup.md): Complete the guided 5-step setup wizard to configure your organization, first site, team invitations, modules, and review.
- [Patient Portal](https://docs.encoreos.io/pf/patient-portal.md): The patient-facing portal layout and entry point providing access to appointments, forms, billing, demographics, and messages.
- [Pending Approvals](https://docs.encoreos.io/pf/pending-approvals.md): View and act on all documents awaiting your approval, filtered by urgency and document category.
- [Permissions](https://docs.encoreos.io/pf/permissions.md): Browse all platform permissions grouped by module, with search and drill-through to module-level details.
- [Permissions System - Quick Reference](https://docs.encoreos.io/pf/permissions-quick-reference.md): Last Updated: 2025-01-25 Status: Active
- [Permissions System Guide](https://docs.encoreos.io/pf/permissions-system-guide.md): Version: 1.0.0 Last Updated: 2025-01-25 Status: Active
- [PHI Classifications](https://docs.encoreos.io/pf/phi-classifications.md): View, classify, and scan platform data fields for PHI, PII, SUD, and other sensitivity levels.
- [Picklist Details](https://docs.encoreos.io/pf/picklist-details.md): View and edit the items, labels, and ordering for a specific picklist used across forms and fields.
- [Picklists](https://docs.encoreos.io/pf/picklists.md): Manage all organization-wide dropdown values for forms and fields, with export, import, and template library support.
- [Portal Home](https://docs.encoreos.io/pf/portal-home.md): The patient portal dashboard with a personalized welcome, quick links to portal features, and active intake packet prompts.
- [Portal Registration](https://docs.encoreos.io/pf/portal-registration.md): Patient self-registration page for the Encore Health OS patient portal, allowing new users to create an account.
- [Portal Sign In](https://docs.encoreos.io/pf/portal-sign.md): Patient portal login page for Encore Health OS, providing email and password authentication for portal users.
- [Pre-admission Packet](https://docs.encoreos.io/pf/pre-admission-packet.md): Patient portal wizard that guides patients through completing a pre-admission intake packet before program enrollment.
- [Process](https://docs.encoreos.io/pf/process.md): Detail view for a single auto-discovered business process, showing health status, trend data, linked rules, and linked workflows.
- [Provisioning Templates](https://docs.encoreos.io/pf/provisioning-templates.md): Manage tenant provisioning templates used to configure new organizations on the Encore Health OS platform.
- [Query Performance](https://docs.encoreos.io/pf/query-performance.md): Platform admin tool for monitoring database query performance, identifying slow queries, and reviewing index recommendations.
- [Rate Limiting](https://docs.encoreos.io/pf/rate-limiting.md): Configure API and platform rate limits, review violations, and monitor usage across the Encore Health OS tenant.
- [PWA iOS Push Notification Review](https://docs.encoreos.io/pf/recommendations/PWA_IOS_PUSH_NOTIFICATION_REVIEW.md): Date: 2026-02-15 Status: All Recommendations Implemented Reviewer: AI Agent (Cloud)
- [VAPID keys for web push (Lovable, Supabase, Vercel)](https://docs.encoreos.io/pf/recommendations/VAPID_KEY_SETUP.md): Last updated: 2026-03-23 Related: PF-10 notifications / push; supabase/functions/send-push-notification, src/platform/notifications/hooks/usePushSubscription.ts
- [Notification System - Quick Wins](https://docs.encoreos.io/pf/recommendations/notification-quick-wins.md): Quick Reference: Top 5 actionable improvements that can be implemented immediately
- [Notification System Enhancement Recommendations](https://docs.encoreos.io/pf/recommendations/notification-system-enhancements.md): Created: 2025-12-22 Status: 📋 Recommendations Related Specs: PF-10 (Notifications System), PF-36 (System Health Dashboard)
- [Report Builder](https://docs.encoreos.io/pf/report-builder.md): Visual SQL report builder for creating custom organization reports by selecting tables, columns, joins, and filters.
- [Report Scheduling Guide](https://docs.encoreos.io/pf/report-scheduling-guide.md): Encore Health OS's report scheduling system automates report generation and delivery. Schedule reports to run daily, weekly, monthly, or on custom schedules, w…
- [Report Visualizations Guide](https://docs.encoreos.io/pf/report-visualizations-guide.md): Encore Health OS's report visualization system transforms data into interactive charts and graphs. Use pre-built chart widgets on dashboards or embed charts di…
- [Reporting — Admin Guide](https://docs.encoreos.io/pf/reporting-admin-guide.md): Feature: Report Permissions & Export Storage Spec: PF-12 Phase 5 & 6 Last Updated: 2026-03-15
- [Reporting Guide](https://docs.encoreos.io/pf/reporting-guide.md): Learn how to create, run, and export reports in Encore Health OS.
- [Reporting — User Guide](https://docs.encoreos.io/pf/reporting-user-guide.md): Feature: Report Library & Viewer, Export Pipeline Spec: PF-12 Phase 5 & 6 Last Updated: 2026-03-15
- [Reports](https://docs.encoreos.io/pf/reports.md): Reports hub for viewing, running, and managing organization and platform template reports in Encore Health OS.
- [Request Details](https://docs.encoreos.io/pf/request-details.md): Detail view for a single tenant provisioning request, showing status, steps, and progress for platform administrators.
- [Resource Quotas](https://docs.encoreos.io/pf/resource-quotas.md): Manage platform resource quotas, monitor usage against configured limits, and review quota violations per organization.
- [Review Queue](https://docs.encoreos.io/pf/review-queue.md): Transcription review queue listing AI-drafted session notes awaiting clinician attestation before finalization.
- [RingCentral](https://docs.encoreos.io/pf/ringcentral.md): Configure and manage the RingCentral telephony integration, including OAuth connection, extension mapping, and test calls.
- [Role Management](https://docs.encoreos.io/pf/role-management.md): Create and manage custom permission roles for your organization, and review system-provided default roles.
- [Security](https://docs.encoreos.io/pf/security.md): Staff security settings page for managing MFA enrollment, app-lock policy, and biometric authentication, with links to security monitoring.
- [Security Alert Configuration](https://docs.encoreos.io/pf/security-alert-configuration.md): Configure which security event types trigger alerts, set severity thresholds, and enable or disable alert rules for your organization.
- [Security Events](https://docs.encoreos.io/pf/security-events.md): View, filter, and export the security event log for your organization, including failed logins, permission violations, and MFA failures.
- [Security Settings](https://docs.encoreos.io/pf/security-settings.md): Patient portal security settings page for managing MFA enrollment, TOTP factors, and app-lock policy.
- [Service Account](https://docs.encoreos.io/pf/service-account.md): Detail view for a service account showing its associated API keys with support for creating, rotating, and revoking keys.
- [Session Details](https://docs.encoreos.io/pf/session-details.md): Transcription session detail page showing the consent banner, recorder controls, and AI-generated draft for a single session.
- [Sessions & Devices](https://docs.encoreos.io/pf/sessions-devices.md): View and manage active user sessions and trusted devices for the organization, with the ability to terminate sessions and revoke device trust.
- [Settings](https://docs.encoreos.io/pf/settings.md): Unified settings hub landing page providing navigation to all platform and module configuration sections.
- [Settings Overview](https://docs.encoreos.io/pf/settings-overview.md): Admin dashboard providing a cross-module settings summary, quick stats, and a recent changes audit log for the platform.
- [Shared Dashboard](https://docs.encoreos.io/pf/shared-dashboard.md): View a read-only dashboard via a share token link, without requiring a full platform login. Alternate route: /dashboard/shared.
- [SharePoint Documents](https://docs.encoreos.io/pf/sharepoint-documents.md): Browse and access organization SharePoint document libraries via the Microsoft Entra ID integration.
- [Encore Health OS E-Signature Platform Guide](https://docs.encoreos.io/pf/signatures-guide.md): This guide covers the electronic signature capabilities in Encore Health OS, including requesting signatures, signing documents, and managing signature request…
- [Sites](https://docs.encoreos.io/pf/sites.md): Settings page for managing organizational sites or locations.
- [SLA Definitions](https://docs.encoreos.io/pf/sla-definitions.md): Manage service level agreement definition templates, including target times, metric types, and escalation policies.
- [SLA Instances](https://docs.encoreos.io/pf/sla-instances.md): Track active and historical service-level agreement instances across entity types, with status filtering and inline management actions.
- [SLA Management](https://docs.encoreos.io/pf/sla-management.md): Monitor service-level agreement compliance metrics and view recent SLA instances across your organization.
- [SLA Management — Admin Guide](https://docs.encoreos.io/pf/sla-management-admin-guide.md): Feature: SLA Definition Management & Configuration Spec: PF-83 Last Updated: 2026-03-17
- [SLA Management — Migration Notes](https://docs.encoreos.io/pf/sla-management-migration-notes.md): Feature: SLA Management Platform Layer Last Updated: 2026-03-17
- [SLA Management — Operational Runbook](https://docs.encoreos.io/pf/sla-management-runbook.md): Feature: SLA Monitoring, Health Checks & Incident Response Spec: PF-83 Last Updated: 2026-03-17
- [SLA Management — User Guide](https://docs.encoreos.io/pf/sla-management-user-guide.md): Feature: SLA Dashboard, Definitions & Instance Tracking Spec: PF-83 Last Updated: 2026-03-17
- [SMS Notifications Guide](https://docs.encoreos.io/pf/sms-notifications-guide.md): Encore Health OS supports SMS delivery for critical notifications via Twilio API. SMS is ideal for time-sensitive alerts that require immediate attention.
- [Swim Lane Diagrams](https://docs.encoreos.io/pf/swim-lane-diagrams.md): Create, browse, and manage swim lane workflow diagrams for your organization, with BPMN import and AI-assisted generation.
- [Swimlane Templates](https://docs.encoreos.io/pf/swimlane-templates.md): Browse and apply pre-built swim lane diagram templates to quickly scaffold new workflow diagrams.
- [Sync Status](https://docs.encoreos.io/pf/sync-status.md): Monitor organizational data propagation events and their status across platform modules.
- [System Health Monitoring Guide](https://docs.encoreos.io/pf/system-health-guide.md): Version: 1.0.0 Last Updated: 2025-12-24 Status: Active Owner: Platform Foundation (PF-36)
- [Task Analytics](https://docs.encoreos.io/pf/task-analytics.md): View task metrics including open count, overdue count, 30-day completions, priority breakdown, and a 7-day completion trend chart.
- [Task Automation](https://docs.encoreos.io/pf/task-automation.md): Manage automation rules that automatically create tasks when configured trigger events occur.
- [Task Details](https://docs.encoreos.io/pf/task-details.md): View and manage a single task including status, priority, due date, assignee, comments, dependencies, and time tracking.
- [Task Reports](https://docs.encoreos.io/pf/task-reports.md): Generate and export completion and overdue task reports with configurable date ranges and CSV download.
- [Task Templates](https://docs.encoreos.io/pf/task-templates.md): Create and manage reusable task templates with pre-configured titles, descriptions, priorities, and assignments.
- [Template Settings](https://docs.encoreos.io/pf/template-settings.md): Manage letterheads, document templates, and approval chain templates used for professional PDF output.
- [Templates](https://docs.encoreos.io/pf/templates.md): Central hub linking all template types — document, form, workflow, wizard, and task templates — with guidance on when to use each.
- [Tenant Provisioning](https://docs.encoreos.io/pf/tenant-provisioning.md): Manage tenant provisioning requests, track their status, and initiate new organization provisioning workflows.
- [Terminology Management](https://docs.encoreos.io/pf/terminology-management.md): Browse ICD-10 code hierarchies, manage medical code set versions, and configure cross-code-set mappings.
- [Transcription](https://docs.encoreos.io/pf/transcription.md): Browse and manage ambient clinical transcription sessions for your organization, with status-based filtering.
- [Upload Document](https://docs.encoreos.io/pf/upload-document.md): Upload a new document to the Document Library using the inline upload dialog accessible from the Documents page.
- [User Management](https://docs.encoreos.io/pf/user-management.md): Manage organization users, send invitations, assign roles, reset passwords, and monitor invitation activity.
- [Validation Rules](https://docs.encoreos.io/pf/validation-rules.md): Create and manage data validation rules, view analytics on rule failures, and configure validation settings.
- [Vendor Settings](https://docs.encoreos.io/pf/vendor-settings.md): Manage transcription vendor BAAs, jurisdiction-aware vendor routing, and organization-level vendor defaults for ambient clinical transcription.
- [Version Comparison](https://docs.encoreos.io/pf/version-comparison.md): Compare two versions of a document side-by-side, reviewing metadata differences and optional text diffs.
- [Advanced Validation Expressions Guide](https://docs.encoreos.io/pf/wizard-advanced-validation-guide.md): > User guide for creating powerful validation rules using expression-based validation in wizard steps.
- [Wizard AI Generation Guide](https://docs.encoreos.io/pf/wizard-ai-generation-guide.md): This guide explains how to use AI-assisted wizard creation to rapidly build and customize workflow wizards from natural language descriptions.
- [Wizard Analytics Guide](https://docs.encoreos.io/pf/wizard-analytics-guide.md): This guide explains how to use the Wizard Analytics Dashboard to understand user behavior, identify drop-off points, and optimize your wizard workflows.
- [Wizard Branching Guide](https://docs.encoreos.io/pf/wizard-branching-guide.md): This guide explains how to create dynamic, conditional workflows using branching logic in configurable wizards.
- [Wizard Builder](https://docs.encoreos.io/pf/wizard-builder.md): Build and edit multi-step wizard templates with field configuration, branching logic, validation rules, and live preview.
- [Wizard Icon Audit](https://docs.encoreos.io/pf/wizard-icon-audit.md): Admin tool to scan all wizard templates for steps using the fallback icon and replace invalid icon assignments inline.
- [Wizard Marketplace Guide](https://docs.encoreos.io/pf/wizard-marketplace-guide.md): > User guide for browsing, cloning, publishing, and managing wizard templates in the marketplace.
- [Wizard Templates](https://docs.encoreos.io/pf/wizard-templates.md): Browse, create, and manage wizard templates used across the platform for guided multi-step data collection.
- [Quick actions inventory](https://docs.encoreos.io/platform/QUICK_ACTIONS_INVENTORY.md): Last regenerated: 2026-04-18 (PF-99) Source of truth: MODULE_REGISTRY in src/platform/modules/module-registry/. DB-backed catalog: pf_quick_action_catalog (see…
- [Quick actions migration notes](https://docs.encoreos.io/platform/QUICK_ACTIONS_MIGRATION.md): Legacy rows used action_id holding the label text. The app now normalizes reads via normalizeQuickActionPreferences():
- [User Management Guide](https://docs.encoreos.io/platform/USER_MANAGEMENT_GUIDE.md): Module: Platform Foundation (PF-02) Audience: Organization administrators and platform admins Last updated: 2026-04-30
- [Practice Management Overview](https://docs.encoreos.io/pm/PM_OVERVIEW.md): Overview of the Practice Management core in Encore Health OS — purpose, scope, and key responsibilities.
- [Jurisdiction-Aware Billing Rules — Admin Guide](https://docs.encoreos.io/pm/admin-guide-pm-07-en-13.md): Last Updated: 2026-05-04 Spec: specs/pm/specs/PM-07-EN-13-jurisdiction-aware-billing-rules.md Integration Contract: docs/architecture/integrations/PM-07-EN-13-…
- [Jurisdiction-Aware Filing Deadlines — Admin Guide](https://docs.encoreos.io/pm/admin-guide-pm-08-en-13.md): Last Updated: 2026-04-07
- [Admin Guide — Revenue Matrix & Dashboard Settings](https://docs.encoreos.io/pm/admin-guide-pm-41.md): Last Updated: 2026-03-29
- [Practice Management Settings — Admin Guide](https://docs.encoreos.io/pm/admin-guides/pm-settings.md): Module: PM (Practice Management) Last Updated: 2026-03-03
- [Application Details](https://docs.encoreos.io/pm/application-details.md): View and review a financial assistance application for a patient, including status, effective dates, and decision notes.
- [AR Work Queue](https://docs.encoreos.io/pm/ar-work-queue.md): Prioritized accounts-receivable items needing manual review, with claim, release, and complete actions and a score-breakdown panel.
- [Audit Trail](https://docs.encoreos.io/pm/audit-trail.md): View a date-filtered log of billing change events — who changed what record, and when — across claims, charges, and payments.
- [Authorization Detail](https://docs.encoreos.io/pm/authorization-detail.md): View a managed care authorization record with unit utilization, concurrent reviews, appeals, and activity timeline.
- [Authorization Details](https://docs.encoreos.io/pm/authorization-details.md): View a prior authorization record with status, unit utilization, determination info, and concurrent review history.
- [Authorized Apps](https://docs.encoreos.io/pm/authorized-apps.md): View and manage third-party applications a patient has authorized to access their health information via FHIR consent.
- [Batch](https://docs.encoreos.io/pm/batch.md): View read-only details of a single clearinghouse transaction batch including status, transaction type, direction, and timeline.
- [Batch History](https://docs.encoreos.io/pm/batch-history.md): View the history and results of batch operations (claim generation, claim submission, eligibility checks, charge approval) run for your organization.
- [Capitation Contracts](https://docs.encoreos.io/pm/capitation-contracts.md): Manage per-member-per-month (PMPM) capitation contracts and track revenue reconciliation for each payer relationship.
- [Caseloads](https://docs.encoreos.io/pm/caseloads.md): View provider capacity and panel status across the organization, showing each provider's active patient count and maximum caseload.
- [Charge Capture](https://docs.encoreos.io/pm/charge-capture.md): View, create, edit, and manage billable charges; filter by status or search; and run batch approval or claim generation on selected charges.
- [Charge Capture & Fee Schedules — User Guide](https://docs.encoreos.io/pm/charge-capture-fee-schedules-user-guide.md): Module: Practice Management (PM) Status: Complete
- [Charge Details](https://docs.encoreos.io/pm/charge-details.md): View and edit a single charge record with CPT/HCPCS codes, modifiers, service details, encounter context, and status actions.
- [Charge Reconciliation](https://docs.encoreos.io/pm/charge-reconciliation.md): Identify and resolve gaps between encounters, charges, claims, and payments using tab-filtered gap type views and a filters bar.
- [Claim Details](https://docs.encoreos.io/pm/claim-details.md): View a claim record with lines, scrub results, notes, denial codes, secondary claims, and status actions including void and replacement.
- [Claim Scrub Rules](https://docs.encoreos.io/pm/claim-scrub-rules.md): Configure claim scrubbing rules per organization — enable/disable rules, set severity, and manage custom edits and payer overrides.
- [Claims](https://docs.encoreos.io/pm/claims.md): Lists professional and institutional claims with status and search filtering, batch submission, and a clean-claim wizard.
- [Claims Management & Submission — User Guide](https://docs.encoreos.io/pm/claims-management-user-guide.md): Version: 1.0.0 Last Updated: 2026-02-20 Spec: PM-08 Claims Management & Submission
- [Clearance Metrics](https://docs.encoreos.io/pm/clearance-metrics.md): Performance dashboard for financial clearance operations showing completion rate, average days to clearance, patient responsibility, and override rate KPIs.
- [Clearinghouse](https://docs.encoreos.io/pm/clearinghouse.md): Configure clearinghouse connections for X12 claim submission, ERA retrieval, and eligibility verification.
- [Clearinghouse Administration Guide](https://docs.encoreos.io/pm/clearinghouse-admin-guide.md): Version: 1.0.0 Last Updated: 2026-02-23 Clearinghouse Integration
- [Clearinghouse Batches](https://docs.encoreos.io/pm/clearinghouse-batches.md): View X12 transaction batch submissions and their processing status for the organization's clearinghouse connections.
- [Clearinghouse Enrollments](https://docs.encoreos.io/pm/clearinghouse-enrollments.md): Manage payer enrollment status for clearinghouse connectivity to enable electronic claim submission per payer.
- [Clearinghouse Multi-Vendor Failover — Admin Guide](https://docs.encoreos.io/pm/clearinghouse-failover-admin-guide.md): Version: 1.0.0 Last Updated: 2026-05-15 Spec: PM-15-P2-EN-01 Related: Clearinghouse Admin Guide, Compliance Evidence
- [Clearinghouse File](https://docs.encoreos.io/pm/clearinghouse-file.md): View and edit a clearinghouse connection configuration including provider, sender/receiver IDs, connection type, SFTP or API settings, and credentials.
- [Clearinghouse Transactions](https://docs.encoreos.io/pm/clearinghouse-transactions.md): Append-only audit trail of all individual clearinghouse transactions, capped at 500 most recent entries per query.
- [Clearinghouse Transport Administration Guide](https://docs.encoreos.io/pm/clearinghouse-transport-admin-guide.md): Version: 1.0.0 Last Updated: 2026-04-09 Phase 2 Expansion
- [Collections Queue](https://docs.encoreos.io/pm/collections-queue.md): Outstanding patient balances organized by aging tier, with bulk actions and supervisor review for collections management.
- [AHCCCS Compliance Report Guide](https://docs.encoreos.io/pm/compliance-guide.md): Last Updated: 2026-03-29
- [Compliance Reports](https://docs.encoreos.io/pm/compliance-reports.md): On-demand timely filing, clean claim rate, modifier usage, and coding patterns reports across a configurable date range.
- [Contract](https://docs.encoreos.io/pm/contract.md): View and manage a payer contract with contracted rates — add, edit, or delete rate entries and copy the contract for renewal.
- [Contract Details](https://docs.encoreos.io/pm/contract-details.md): View a capitation contract record with its PMPM revenue reconciliation data within the Capitation hub.
- [Contracts](https://docs.encoreos.io/pm/contracts.md): View and manage payer contracts, contracted rates, and auto-renewal settings for your organization.
- [Conversation](https://docs.encoreos.io/pm/conversation.md): View and reply to a secure messaging thread with reply-to support, paginated message history, and sender profile resolution.
- [Coordinator Workbench](https://docs.encoreos.io/pm/coordinator-workbench.md): A three-panel intake task management workspace with real-time updates, queue bands, and CSV export.
- [Cost Accounting](https://docs.encoreos.io/pm/cost-accounting.md): Define and manage cost categories and time-bounded cost rates for encounter-level cost analysis.
- [Cost Estimates](https://docs.encoreos.io/pm/cost-estimates.md): Generate and review patient cost estimates with estimate status and financial clearance tracking.
- [Cost Reports](https://docs.encoreos.io/pm/cost-reports.md): Visualize encounter cost data as a chart and summary table, grouped by service line or status.
- [Credentialing](https://docs.encoreos.io/pm/credentialing.md): Track provider enrollment status with payers and monitor upcoming re-credentialing deadlines.
- [Dashboard](https://docs.encoreos.io/pm/dashboard.md): Configurable Practice Management widget dashboard — an at-a-glance view of patient registration, scheduling, billing, and revenue-cycle data.
- [Denial](https://docs.encoreos.io/pm/denial.md): View a claim denial record with CARC/RARC codes, denial reason, appeal deadline, status workflow actions, and linked appeals.
- [Denial Prediction Dashboard](https://docs.encoreos.io/pm/denial-prediction-dashboard.md): Monitor denial prediction model performance, payer accuracy breakdown, trend data, and revenue impact over a rolling 90-day window.
- [Denials](https://docs.encoreos.io/pm/denials.md): Track and manage claim denials and appeals across statuses and denial categories.
- [Dispute Details](https://docs.encoreos.io/pm/dispute-details.md): View a Good Faith Estimate dispute record with actual vs. estimated totals, variance amount, and status workflow actions.
- [EDI Enrollments](https://docs.encoreos.io/pm/edi-enrollments.md): Track payer enrollment status for electronic transactions across a matrix, gap report, and dashboard.
- [Encounter Costs](https://docs.encoreos.io/pm/encounter-costs.md): View and manage cost calculations for completed encounters, filterable by status and service line.
- [Enrollment](https://docs.encoreos.io/pm/enrollment.md): View and manage a provider credentialing enrollment record with NPI, taxonomy, dates, event history, and validation tools.
- [ERA Reconciliation](https://docs.encoreos.io/pm/era-reconciliation.md): Underpayment work queue comparing ERA payments against contracted rates with bulk appeal and review actions.
- [External Referrals](https://docs.encoreos.io/pm/external-referrals.md): Manage external collections agency referrals with CSV export and status tracking.
- [Fee Schedule Details](https://docs.encoreos.io/pm/fee-schedule-details.md): View a fee schedule and manage its CPT code rate entries — add new rates with effective dates and delete existing entries.
- [Fee Schedules](https://docs.encoreos.io/pm/fee-schedules.md): Manage payer fee schedules and rate tables, including creation, editing, and deactivation.
- [Financial Assistance](https://docs.encoreos.io/pm/financial-assistance.md): Manage financial assistance applications and track approval status for patients at /pm/financial-assistance.
- [Financial Counseling](https://docs.encoreos.io/pm/financial-counseling.md): Patient-scoped financial counseling hub with tabs for sessions, assistance referrals, and charity care applications.
- [Fraud & Abuse Flags](https://docs.encoreos.io/pm/fraud-abuse-flags.md): Review flagged billing patterns identified by automated compliance checks at /pm/fraud-abuse.
- [GFE Configuration](https://docs.encoreos.io/pm/gfe-configuration.md): Map appointment types to CPT codes so Good Faith Estimates can be generated automatically at /pm/gfe/mapping.
- [GFE Details](https://docs.encoreos.io/pm/gfe-details.md): View a Good Faith Estimate with itemized services, delivery status, and actions to deliver, acknowledge, or file a dispute.
- [GFE Disputes](https://docs.encoreos.io/pm/gfe-disputes.md): Track and manage disputes filed when actual charges exceed a Good Faith Estimate by $400 or more at /pm/gfe/disputes.
- [Good Faith Estimates](https://docs.encoreos.io/pm/good-faith-estimates.md): Create and manage No Surprises Act Good Faith Estimates for self-pay patients at /pm/gfe.
- [Group Details](https://docs.encoreos.io/pm/group-details.md): View and manage a group definition with its session schedule and patient enrollments — add sessions, enroll patients, and cancel or disenroll.
- [Group Session Scheduling — Administrator Guide](https://docs.encoreos.io/pm/group-session-scheduling-admin-guide.md): Module: Practice Management (PM) Feature: PM-04 Group Session Scheduling Version: 1.0 Updated: 2026-02-19
- [Group Session Scheduling — User Guide](https://docs.encoreos.io/pm/group-session-scheduling-user-guide.md): Module: PM (Practice Management) | | Version: 1.0
- [Group Sessions](https://docs.encoreos.io/pm/group-sessions.md): Define and manage group therapy session templates including type, facilitator, capacity, and duration at /pm/groups.
- [Information Blocking Review](https://docs.encoreos.io/pm/information-blocking-review.md): Compliance officer queue for reviewing FHIR access denials that may constitute information blocking under the 21st Century Cures Act.
- [Insurance & Eligibility](https://docs.encoreos.io/pm/insurance-eligibility.md): Manage patient insurance policies, coordination of benefits order, and run real-time eligibility checks.
- [Insurance & Eligibility Verification — Admin Guide](https://docs.encoreos.io/pm/insurance-eligibility-admin-guide.md): Module: Practice Management (PM) Feature: Insurance & Eligibility Verification Version: 1.0.0 | 2026-02-18
- [Insurance & Eligibility Verification — User Guide](https://docs.encoreos.io/pm/insurance-eligibility-user-guide.md): Module: Practice Management (PM) Feature: Insurance & Eligibility Verification Version: 1.0.0 | 2026-02-18
- [Intake Funnel](https://docs.encoreos.io/pm/intake-funnel.md): Visualize conversion rates across intake stages from screening through kept appointments for your organization.
- [Intake Matching](https://docs.encoreos.io/pm/intake-matching.md): Review automated provider matching decisions, apply coordinator overrides, and configure matching rules.
- [Internal Controls](https://docs.encoreos.io/pm/internal-controls.md): Review override and approval events from the audit log to enforce separation of duties across billing workflows.
- [Managed Care Authorizations](https://docs.encoreos.io/pm/managed-care-authorizations.md): Track managed care authorization lifecycles, concurrent reviews, and denial appeals across payers and patients.
- [Multi-Site Billing Configuration — Admin Guide](https://docs.encoreos.io/pm/multi-site-billing-admin-guide.md): Feature: PM-27 Multi-Site & Multi-NPI Configuration Last Updated: 2026-03-01
- [New Appeal](https://docs.encoreos.io/pm/new-appeal.md): Submit a structured denial appeal package through a six-step wizard covering intake, deadline, evidence, letter, submission, and review.
- [New Audit Response](https://docs.encoreos.io/pm/new-audit-response.md): Step-by-step wizard for preparing and submitting an audit response case in the Practice Management audit trail.
- [New Clearinghouse Enrollment](https://docs.encoreos.io/pm/new-clearinghouse-enrollment.md): Create a new clearinghouse configuration record including connection type, sender/receiver IDs, and vault credential references.
- [New Contract Modeling](https://docs.encoreos.io/pm/new-contract-modeling.md): Multi-step wizard for simulating revenue impact of payer contract scenarios using baseline selection, volume assumptions, and rate adjustments.
- [New Payer Enrollment](https://docs.encoreos.io/pm/new-payer-enrollment.md): Guided wizard for completing a new payer enrollment submission through the clearinghouse enrollments workflow.
- [OTP Billing](https://docs.encoreos.io/pm/otp-billing.md): Patient-scoped page for reviewing and managing opioid treatment program billing periods and service components.
- [OTP Programs](https://docs.encoreos.io/pm/otp-programs.md): Manage opioid treatment program billing configurations for your organization, including effective dates and billing frequency.
- [Practice Management Overview](https://docs.encoreos.io/pm/overview.md): Landing page for the Practice Management module showing key stats and navigation to patients, scheduling, billing, and revenue cycle areas.
- [Patient Details](https://docs.encoreos.io/pm/patient-details.md): Tabbed patient record showing demographics, addresses, emergency contacts, guarantors, insurance, financial assessments, site transfers, and lead history.
- [Patient Duplicates](https://docs.encoreos.io/pm/patient-duplicates.md): Review MPI-flagged duplicate patient candidates, compare records side-by-side, and initiate or undo patient merges.
- [Patient Payment Plans](https://docs.encoreos.io/pm/patient-payment-plans.md): View and manage patient installment payment arrangements, including balances, frequency, and status, with server-side pagination.
- [Patient Portal](https://docs.encoreos.io/pm/patient-portal.md): Self-service patient portal providing access to appointments, health records, forms, billing, and secure messaging.
- [Patient Portal — Administrator Guide](https://docs.encoreos.io/pm/patient-portal-admin-guide.md): For: Organization administrators and billing staff Last Updated: 2026-02-23 Permission Required: pm.portal.manage
- [Patient Portal — User Guide](https://docs.encoreos.io/pm/patient-portal-user-guide.md): For: Patients and authorized representatives Last Updated: 2026-02-23
- [Patient Registration](https://docs.encoreos.io/pm/patient-registration.md): Lists all patients for the organization with debounced search and status filtering, and lets authorized users register new patients.
- [Patient Registration — Administrator Guide](https://docs.encoreos.io/pm/patient-registration-admin-guide.md): Module: Practice Management (PM) Feature: PM-01 Patient Registration & Demographics Version: 1.0 Updated: 2026-02-18
- [Patient Registration: Jurisdiction-Aware Identifiers — Admin Guide](https://docs.encoreos.io/pm/patient-registration-jurisdiction-identifiers-admin-guide.md): Feature: PM-01-EN-02 Audience: Billing managers, system administrators Last Updated: 2026-04-05
- [Patient Registration: Jurisdiction-Aware Identifiers — User Guide](https://docs.encoreos.io/pm/patient-registration-jurisdiction-identifiers-user-guide.md): Feature: PM-01-EN-02 Audience: Front desk, schedulers, billers Last Updated: 2026-04-05
- [Patient Registration — User Guide](https://docs.encoreos.io/pm/patient-registration-user-guide.md): Module: Practice Management (PM) Feature: PM-01 Patient Registration & Demographics Version: 1.0 Updated: 2026-02-18
- [Patient Statement Billing — Admin Guide](https://docs.encoreos.io/pm/patient-statement-billing-admin-guide.md): Module: Practice Management (PM-16) Last Updated: 2026-02-23
- [Patient Statement Billing — User Guide](https://docs.encoreos.io/pm/patient-statement-billing-user-guide.md): Module: Practice Management (PM-16) Last Updated: 2026-02-23
- [Payer Audit Export](https://docs.encoreos.io/pm/payer-audit-export.md): Select claims from pm_claims and export a CSV documentation package for payer audit response, limited to the 200 most recent claims.
- [Payer Details](https://docs.encoreos.io/pm/payer-details.md): View and manage individual payer configuration details within Practice Management.
- [Payer Management](https://docs.encoreos.io/pm/payer-management.md): Configure and manage insurance payers for eligibility verification and claims submission, with search, type filtering, and active/inactive toggle.
- [Payer Modifier Rules](https://docs.encoreos.io/pm/payer-modifier-rules.md): Admin page for managing payer-specific CPT modifier rules that validate charges before claim submission, with version history tracking.
- [Payer Performance](https://docs.encoreos.io/pm/payer-performance.md): Monitor payer payment accuracy, underpayment counts, variance totals, and trend charts across a selectable date range.
- [Payment Details](https://docs.encoreos.io/pm/payment-details.md): View a posted or pending payment record, review its application lines, and post unposted payments.
- [Payment Plan](https://docs.encoreos.io/pm/payment-plan.md): View and manage a patient payment plan with installment timeline, pause, cancel, and write-off actions for the PM-45 collections workflow.
- [Payment Plan Details](https://docs.encoreos.io/pm/payment-plan-details.md): View the details of an individual payment plan record including total amount, installment schedule, and current status.
- [Payment Plan Reporting](https://docs.encoreos.io/pm/payment-plan-reporting.md): Dashboard of payment plan KPIs including active plan count, compliance rate, average collection days, and total outstanding balance.
- [Payment Plans](https://docs.encoreos.io/pm/payment-plans.md): Create and manage patient installment payment arrangements, including plan status, frequency, amounts, and per-plan detail.
- [Payments](https://docs.encoreos.io/pm/payments.md): Post and track insurance and patient payments, upload ERA files, and resolve ERA orphan lines.
- [Portal Automation](https://docs.encoreos.io/pm/portal-automation.md): Configure, run, and monitor RPA bots that automate payer portal interactions, with tabs for bot management, execution monitoring, and staged documents.
- [Practice Management](https://docs.encoreos.io/pm/practice-management.md): Overview landing page for the Practice Management core, providing navigation and summary statistics for patient, scheduling, billing, and revenue cycle functions.
- [Prior Authorization — User Guide](https://docs.encoreos.io/pm/prior-authorization-user-guide.md): Module: Practice Management (PM) Feature: Prior Authorization Management Version: 1.0.0 Last Updated: 2026-02-19
- [Prior Authorizations](https://docs.encoreos.io/pm/prior-authorizations.md): List, filter, and create prior authorization requests for patient services across payers.
- [Provider Enrollment](https://docs.encoreos.io/pm/provider-enrollment.md): List and manage provider enrollment records, filter by status, track re-credentialing deadlines, and navigate to individual enrollment details.
- [Provider Schedule](https://docs.encoreos.io/pm/provider-schedule.md): Create and manage recurring weekly availability blocks for a provider, including block type, day, time range, effective dates, and optional notes.
- [Provider Schedule & Availability — Admin Guide](https://docs.encoreos.io/pm/provider-schedule-availability-admin-guide.md): Module: Practice Management (PM) Feature: PM-05 Provider Schedule & Availability Last Updated: 2026-02-20
- [Provider Schedule & Availability — User Guide](https://docs.encoreos.io/pm/provider-schedule-availability-user-guide.md): Module: Practice Management (PM) Feature: PM-05 Provider Schedule & Availability Last Updated: 2026-02-20
- [RCM Rules](https://docs.encoreos.io/pm/rcm-rules.md): Configure, simulate, and monitor automated revenue cycle decision rules via a 4-tab hub at /pm/rcm-rules.
- [Referrals](https://docs.encoreos.io/pm/referrals.md): Track inbound and outbound patient referrals with status, urgency, level-of-care filtering, and packet checklists.
- [Revenue Code Mappings](https://docs.encoreos.io/pm/revenue-code-mappings.md): Manage CPT/HCPCS to revenue code mappings, with optional payer-specific overrides, for institutional claim generation.
- [Revenue Cycle](https://docs.encoreos.io/pm/revenue-cycle.md): Real-time RCM KPI dashboard with A/R aging, denial analysis, payer mix, and provider productivity at /pm/revenue.
- [Rooms & Resources](https://docs.encoreos.io/pm/rooms-resources.md): Manage physical rooms and resources used for in-person appointments and group sessions, including status and capacity configuration.
- [Scheduling](https://docs.encoreos.io/pm/scheduling.md): The Scheduling screen lets staff view and manage appointments across Day, Week, Month, and Waitlist views with provider filtering and room availability.
- [Secure Messaging](https://docs.encoreos.io/pm/secure-messaging.md): PHI-compliant inbox for clinical and administrative conversations with patients and care teams at /pm/messaging.
- [Site Billing](https://docs.encoreos.io/pm/site-billing.md): Configure per-site billing NPI, tax ID, billing address, and place-of-service code for claim generation at /pm/site-billing.
- [Sliding Fee Schedules](https://docs.encoreos.io/pm/sliding-fee-schedules.md): Manage Federal Poverty Level–based discount schedules for patient financial assistance programs at /pm/sliding-fee-schedules.
- [Statement Run Details](https://docs.encoreos.io/pm/statement-run-details.md): View the results of a single patient statement generation run, including run type, status, and start timestamp.
- [Statement Runs](https://docs.encoreos.io/pm/statement-runs.md): Generate and track patient statement cycles, viewing run history with type, status, and statement counts.
- [Superbills](https://docs.encoreos.io/pm/superbills.md): View, open, and download all generated superbills and patient receipts across encounters at /pm/superbills.
- [Telehealth](https://docs.encoreos.io/pm/telehealth.md): View and manage telehealth sessions linked to scheduled appointments at /pm/telehealth.
- [Telehealth Admin Guide](https://docs.encoreos.io/pm/telehealth-admin-guide.md): Version: 1.0.0 Last Updated: 2026-02-22
- [Telehealth Configuration](https://docs.encoreos.io/pm/telehealth-configuration.md): Configure video platform integrations and default modality settings for telehealth at /pm/telehealth/configuration.
- [Telehealth User Guide](https://docs.encoreos.io/pm/telehealth-user-guide.md): Version: 1.0.0 Last Updated: 2026-02-22
- [Time Off](https://docs.encoreos.io/pm/time-off.md): Submit and manage provider time-off requests with an approval workflow at /pm/time-off.
- [Utilization Report](https://docs.encoreos.io/pm/utilization-report.md): View utilization rates and expiration timelines for active managed care authorizations across the organization.
- [Value-Based Payment](https://docs.encoreos.io/pm/value-based-payment.md): Manage value-based payment programs and alternative payment models with payer linkage at /pm/vbp.
- [VBP & APM Tracking — Admin Guide](https://docs.encoreos.io/pm/vbp-apm-admin-guide.md): Module: PM (Practice Management) Feature: PM-25 Value-Based Payment & APM Tracking Last Updated: 2026-03-01
- [VBP Contract](https://docs.encoreos.io/pm/vbp-contract.md): View and manage a value-based payment program record, including overview, performance measures, and incentive structures.
- [Waitlist Management](https://docs.encoreos.io/pm/waitlist-management.md): Manage the patient waitlist queue with priority scoring and outreach tracking, and view waitlist analytics KPIs.
- [Write-off Requests](https://docs.encoreos.io/pm/write-off-requests.md): Review and process bad debt write-off requests with an approval workflow at /pm/writeoff-requests.
- [Docs Health Report Template](https://docs.encoreos.io/reports/DOCS_HEALTH_REPORT_TEMPLATE.md): Version: 1.0.0 Last Updated: 2026-05-13 Status: Active
- [Docs Ownership Matrix](https://docs.encoreos.io/reports/DOCS_OWNERSHIP_MATRIX.md): Version: 1.0.0 Last Updated: 2026-05-13 Status: Active
- [Recovery Housing — Regulatory and Authoritative References](https://docs.encoreos.io/rh/RECOVERY_HOUSING_REFERENCES.md): Purpose: Single reference for RH module regulatory and authoritative sources. Root AGENTS.md § Authoritative External References (Recovery Housing and Governan…
- [Admissions](https://docs.encoreos.io/rh/admissions.md): No standalone screen exists at /rh/admissions — the path is not registered as a route in the RH router.
- [Alumni](https://docs.encoreos.io/rh/alumni.md): Browse, filter, and manage alumni records and engagement activities for program graduates at route /rh/alumni.
- [Alumni Details](https://docs.encoreos.io/rh/alumni-details.md): View and edit a single alumni record including contact information, completion data, success story, and engagement history at /rh/alumni/:id.
- [Assessment Details](https://docs.encoreos.io/rh/assessment-details.md): View a single outcome assessment record including checkpoint, type, dates, completion status, and linked measurements at /rh/outcomes/assessments/:id.
- [Assessments](https://docs.encoreos.io/rh/assessments.md): List, filter, and create post-discharge outcome assessments and record outcome measurements and checkpoints at /rh/outcomes/assessments.
- [Assignments](https://docs.encoreos.io/rh/assignments.md): View, filter, and manage staff assignments to recovery housing residences with role and active-status filters at /rh/staff-operations/assignments.
- [Attendance](https://docs.encoreos.io/rh/attendance.md): View and record resident attendance records for scheduled activities with real-time connection status at /rh/attendance.
- [Audit Details](https://docs.encoreos.io/rh/audit-details.md): View and edit a single audit schedule record including type, residence, auditor information, status, notes, and audit findings at /rh/audits/:id.
- [Audits](https://docs.encoreos.io/rh/audits.md): Schedule and track internal, external, and regulatory audits across Recovery Housing residences.
- [Bed Board](https://docs.encoreos.io/rh/bed-board.md): Real-time visual display of bed occupancy across all residences, grouped by facility type and room.
- [Bed Management](https://docs.encoreos.io/rh/bed-management.md): Configure and manage individual beds within Recovery Housing residences.
- [Census](https://docs.encoreos.io/rh/census.md): View and export a point-in-time census of current residents across Recovery Housing facilities.
- [Charges](https://docs.encoreos.io/rh/charges.md): View and manage resident charges associated with Recovery Housing episodes.
- [Checklists](https://docs.encoreos.io/rh/checklists.md): Track and complete compliance checklist items linked to requirements across Recovery Housing residences.
- [Checkpoints](https://docs.encoreos.io/rh/checkpoints.md): Configure outcome measurement checkpoints that define post-discharge follow-up intervals for residents.
- [Chores](https://docs.encoreos.io/rh/chores.md): Assign and track resident chore tasks across Recovery Housing episodes.
- [Compliance](https://docs.encoreos.io/rh/compliance.md): Monitor recovery housing compliance status, requirements, checklists, and audit activities from a central dashboard.
- [Compliance — Admin Guide](https://docs.encoreos.io/rh/compliance-admin-guide.md): > Moved. This guide has been consolidated into the Docusaurus documentation site as part of the RH Audit & Optimization (2026-04-18) pass.
- [Compliance Setup Wizard](https://docs.encoreos.io/rh/compliance-setup-wizard.md): Three-step guided wizard to define, schedule, and activate a recurring compliance requirement for recovery housing residences.
- [Compliance — User Guide](https://docs.encoreos.io/rh/compliance-user-guide.md): > Moved. This guide has been consolidated into the Docusaurus documentation site as part of the RH Audit & Optimization (2026-04-18) pass.
- [Create Report](https://docs.encoreos.io/rh/create-report.md): Define a new recovery housing report — type, schedule, frequency, day, and recipient emails — using the report definition form.
- [Curfew Checks](https://docs.encoreos.io/rh/curfew-checks.md): View and record curfew compliance checks for recovery housing residents, with status badges and filterable history.
- [Dashboard](https://docs.encoreos.io/rh/dashboard.md): Recovery Housing module overview showing census stats, bed availability, daily operations, discharge planning, compliance, and outcomes widgets.
- [Recovery Housing Database Tables](https://docs.encoreos.io/rh/database-tables.md): Module: Recovery Housing Management Prefix: rh_ Table Count: 51 Last Updated: 2026-01-10
- [Discharge — Admin Guide](https://docs.encoreos.io/rh/discharge-admin-guide.md): > Moved. This guide has been consolidated into the Docusaurus documentation site as part of the RH Audit & Optimization (2026-04-18) pass.
- [Discharge Documents](https://docs.encoreos.io/rh/discharge-documents.md): List, search, filter, add, edit, and delete discharge-related documents across the current organization's episodes.
- [Discharge Plan Details](https://docs.encoreos.io/rh/discharge-plan-details.md): View and manage a single resident discharge plan including plan details, checklist readiness, referrals, and follow-up schedules.
- [Discharge Plans](https://docs.encoreos.io/rh/discharge-plans.md): List, search, and filter all resident discharge plans by status, with navigation to individual plan details.
- [Discharge — User Guide](https://docs.encoreos.io/rh/discharge-user-guide.md): > Moved. This guide has been consolidated into the Docusaurus documentation site as part of the RH Audit & Optimization (2026-04-18) pass.
- [Engagement](https://docs.encoreos.io/rh/engagement.md): Track alumni mentoring, volunteer work, and re-engagement milestones for your organization's recovery housing program.
- [Episode Details](https://docs.encoreos.io/rh/episode-details.md): View and manage a single resident episode, including referral, admission, eligibility, agreement, payment status, phases, milestones, and discharge.
- [Episodes](https://docs.encoreos.io/rh/episodes.md): Browse and filter all resident episodes across your organization, and start new admissions from the Episodes list.
- [Event Details](https://docs.encoreos.io/rh/event-details.md): Review a single significant event record, manage its investigation, and track corrective actions to resolution.
- [File Grievance](https://docs.encoreos.io/rh/file-grievance.md): Submit a resident grievance using a guided multi-step wizard covering details, parties, attachments, and review.
- [Finding Details](https://docs.encoreos.io/rh/finding-details.md): View a single audit finding, manage its corrective action plan and deadline, and progress its status through to closure.
- [Follow-Up Details](https://docs.encoreos.io/rh/follow-up-details.md): View a post-discharge follow-up schedule, log contact attempts, and track timepoint and outcome for a resident's follow-up record.
- [Follow-Ups](https://docs.encoreos.io/rh/follow-ups.md): Track post-discharge follow-up schedules across the organization, organized by overdue, upcoming, and completed status.
- [Grievance Details](https://docs.encoreos.io/rh/grievance-details.md): The route /rh/grievances/:id is not registered in the RH router. No detail page exists for individual grievance records.
- [Grievances](https://docs.encoreos.io/rh/grievances.md): The route /rh/grievances is not registered in the RH router. No grievance list page is wired to this path.
- [Housing](https://docs.encoreos.io/rh/housing.md): The /rh path is a redirect entry point for the Recovery Housing module; it routes immediately to /rh/dashboard.
- [Housing Forms](https://docs.encoreos.io/rh/housing-forms.md): Browse, search, and manage form templates owned by the Recovery Housing module. Requires dashboard access.
- [Housing Settings](https://docs.encoreos.io/rh/housing-settings.md): Configure Recovery Housing module settings including stay durations, program phases, compliance thresholds, and integrations. Requires settings admin.
- [Recovery Housing — Engineering snapshot](https://docs.encoreos.io/rh/index.md): > Canonical end-user / admin documentation lives in Docusaurus: packages/docs/docs/recovery-housing/ (published at /recovery-housing on the docs site). This fi…
- [Med Audit Details](https://docs.encoreos.io/rh/med-audit-details.md): View the full record of a single medication storage audit, including compliance status, findings, and corrective actions required.
- [Med Audits](https://docs.encoreos.io/rh/med-audits.md): Browse and create medication storage audit records for Recovery Housing residences. Filter by compliance status.
- [New Admission](https://docs.encoreos.io/rh/new-admission.md): Launch the resident admission wizard to create a new recovery housing episode, assign a bed, and collect required documentation.
- [New Alumni](https://docs.encoreos.io/rh/new-alumni.md): The route /rh/alumni/new is not registered in the RH router. Alumni records are created via an inline dialog on the Alumni list page.
- [New Assessment](https://docs.encoreos.io/rh/new-assessment.md): Three-step guided wizard to record a standardized outcomes assessment against a resident episode, capturing assessment type, instrument responses, and review.
- [New Charge](https://docs.encoreos.io/rh/new-charge.md): Create a new charge record in Recovery Housing. This route does not exist in the current codebase — see SME warning before use.
- [New Discharge Plan](https://docs.encoreos.io/rh/new-discharge-plan.md): Four-step guided wizard to create a discharge plan covering discharge type, checklists and referrals, housing destination, and follow-up scheduling.
- [New Indicator](https://docs.encoreos.io/rh/new-indicator.md): Create a new outcome indicator in Recovery Housing. This route does not exist — indicators are created via a dialog on the Outcome Indicators list page.
- [New Program](https://docs.encoreos.io/rh/new-program.md): Five-step guided wizard to create a Recovery Housing program with identity, phase ladder, milestones and privileges, progression rules, and activation.
- [New Report](https://docs.encoreos.io/rh/new-report.md): Single-screen tabbed form to define a new Recovery Housing report, including report type, scheduling options, and recipient email addresses.
- [New Requirement](https://docs.encoreos.io/rh/new-requirement.md): Create a new recurring compliance requirement in Recovery Housing. The canonical creation route is the wizard at /rh/compliance/requirements/wizard, not /new.
- [New Residence](https://docs.encoreos.io/rh/new-residence.md): Create a new residence in Recovery Housing. This route does not exist in the current codebase — see SME warning before use.
- [New Resident](https://docs.encoreos.io/rh/new-resident.md): The /rh/residents/new path is not a registered route in the Recovery Housing module; no standalone screen exists at this URL.
- [New Shift Note](https://docs.encoreos.io/rh/new-shift-note.md): The /rh/staff-operations/shift-notes/new path is not a registered route; new shift notes are created via a dialog on the Shift Notes list screen.
- [New Training](https://docs.encoreos.io/rh/new-training.md): The /rh/staff-operations/training/new path is not a registered route; new training records are added via a dialog on the Staff Training list screen.
- [Outcome Indicators](https://docs.encoreos.io/rh/outcome-indicators.md): Manage the outcome indicators used to measure post-discharge resident outcomes in the Recovery Housing module.
- [Outcomes](https://docs.encoreos.io/rh/outcomes.md): Dashboard summarizing post-discharge outcome assessments, alumni engagement, and reports due for the Recovery Housing module.
- [Outcomes & Alumni — Admin Guide](https://docs.encoreos.io/rh/outcomes-alumni-admin-guide.md): > Moved. This guide has been consolidated into the Docusaurus documentation site as part of the RH Audit & Optimization (2026-04-18) pass.
- [Outcomes & Alumni — User Guide](https://docs.encoreos.io/rh/outcomes-alumni-user-guide.md): > Moved. This guide has been consolidated into the Docusaurus documentation site as part of the RH Audit & Optimization (2026-04-18) pass.
- [Pass Details](https://docs.encoreos.io/rh/pass-details.md): View the full details of a single resident pass request, including schedule, destination, purpose, and approval or return actions.
- [Passes](https://docs.encoreos.io/rh/passes.md): View, filter, and manage resident pass requests and approvals in the Recovery Housing module.
- [Program Details](https://docs.encoreos.io/rh/program-details.md): View a single recovery housing program's configuration, status, type, duration, capacity, rules, and phase progression.
- [Programs](https://docs.encoreos.io/rh/programs.md): Browse, search, and create recovery housing programs and their phase progressions for your organization.
- [Referral Details](https://docs.encoreos.io/rh/referral-details.md): View, edit, and update the status of a single discharge referral — including agency, contact information, referral type, and notes.
- [Referrals](https://docs.encoreos.io/rh/referrals.md): Browse and filter discharge referrals for residents by agency name, contact, referral type, and status.
- [Report Details](https://docs.encoreos.io/rh/report-details.md): View the configuration, schedule, recipients, and run status of a single RH report definition.
- [Report Significant Event](https://docs.encoreos.io/rh/report-significant-event.md): Submit a new significant event report for a resident episode using a guided 3-step wizard.
- [Reports](https://docs.encoreos.io/rh/reports.md): Browse, search, filter, define, and run RH reports for your organization, including census, outcomes, compliance, and grant types.
- [Requirement Details](https://docs.encoreos.io/rh/requirement-details.md): View, edit, and manage compliance checklists for a single compliance requirement, including category, frequency, regulatory source, and evidence rules.
- [Requirements](https://docs.encoreos.io/rh/requirements.md): View and manage compliance requirements across categories such as staffing, documentation, safety, and outcomes for Recovery Housing residences.
- [Residence Details](https://docs.encoreos.io/rh/residence-details.md): View bed inventory, occupancy statistics, and property details for an individual Recovery Housing residence.
- [Residences](https://docs.encoreos.io/rh/residences.md): View and manage the Recovery Housing locations (residences) for your organization, including bed capacity and license information.
- [Residents](https://docs.encoreos.io/rh/residents.md): Planned page for viewing and managing individual residents in Recovery Housing — route not yet present in the shipped router.
- [Schedule Audit](https://docs.encoreos.io/rh/schedule-audit.md): Planned route for creating a new audit schedule entry — the path /rh/audits/new does not exist in the shipped router; audits are scheduled from the Audits list screen.
- [Schedule Templates](https://docs.encoreos.io/rh/schedule-templates.md): Define and manage reusable recurring activity templates for Recovery Housing programs, including activity type, day of week, time, and mandatory status.
- [Shift Note Details](https://docs.encoreos.io/rh/shift-note-details.md): View the full record for a single staff shift note, including shift type, resident status summary, daily operations, significant events, and additional notes.
- [Shift Notes](https://docs.encoreos.io/rh/shift-notes.md): Record and review daily shift notes for residence operations, filtered by date, residence, and shift type at /rh/staff-operations/shift-notes.
- [Significant Events](https://docs.encoreos.io/rh/significant-events.md): Report and track significant events at a recovery housing residence, with real-time alerts, severity classification, and status workflow at /rh/significant-events.
- [Staff Operations](https://docs.encoreos.io/rh/staff-operations.md): Navigation grouping for staff-facing operational tools including assignments, training records, and shift notes under /rh/staff-operations.
- [Training](https://docs.encoreos.io/rh/training.md): Track staff certifications and training expiration dates for recovery housing personnel, with expiry alerts and type-based filtering at /rh/staff-operations/training.
- [Transport](https://docs.encoreos.io/rh/transport.md): Manage and review transport requests for residents at recovery housing residences, with status tracking at /rh/transport.
- [UDS Test Details](https://docs.encoreos.io/rh/uds-test-details.md): View the full record for a single urinalysis drug screening test, including result, substances tested, administered-by, and follow-up notes at /rh/uds-tests/:id.
- [UDS Testing](https://docs.encoreos.io/rh/uds-testing.md): Track and record urinalysis drug screening tests for residents, with result and test-type filtering at /rh/uds-tests.
- [PROD Migration Promotion Runbook](https://docs.encoreos.io/runbooks/PROD_MIGRATION_PROMOTION.md): Version: 1.0.0 Last Updated: 2026-05-13 Owner: Platform / Database maintainers
- [Automation Engine Security](https://docs.encoreos.io/security/AUTOMATION_SECURITY.md): Last Updated: 2025-11-25 Status: ✅ Implemented
- [Dependabot setup and alerts](https://docs.encoreos.io/security/DEPENDABOT_SETUP.md): This document describes how Dependabot is configured for this repository and how to enable or verify Dependabot alerts (vulnerability notifications) in GitHub.
- [Dependabot Vulnerabilities Resolution Plan](https://docs.encoreos.io/security/DEPENDABOT_VULNERABILITIES_RESOLUTION_PLAN.md): Remediation batch aligned with DEPENDABOT_ALERTS_BASELINE_2026-04-09.md (archived snapshot):
- [Reporting Engine Security](https://docs.encoreos.io/security/REPORTING_SECURITY.md): Last Updated: 2025-11-25 Status: ✅ Implemented
- [Secrets Management Guide](https://docs.encoreos.io/security/SECRETS_MANAGEMENT.md): Version: 1.0.0 Last Updated: 2025-01-07
- [Encore Health OS - Security Architecture](https://docs.encoreos.io/security/index.md): This directory contains security documentation for the Encore Health OS Platform.
- [Northsight Health Os Threat Model](https://docs.encoreos.io/security/northsight-health-OS-threat-model.md): The highest-risk themes are public edge endpoints that intentionally run with verify_jwt = false, service-role operations that can bypass RLS if org scoping is…
- [Accessibility Testing](https://docs.encoreos.io/testing/ACCESSIBILITY_TESTING.md): Version: 1.0.0 Last Updated: 2026-02-09 Status: Active
- [AI Browser Testing Configuration](https://docs.encoreos.io/testing/AI_BROWSER_TESTING.md): Version: 1.1.0 Last Updated: 2026-05-13 Purpose: Environment-based credentials and workflows for AI/browser testing.
- [CI Cleanup Punch List](https://docs.encoreos.io/testing/CI_CLEANUP_PUNCHLIST.md): This punch list tracks the work needed to get the repository to a fully green CI baseline.
- [CL Testing Gaps](https://docs.encoreos.io/testing/CL_TESTING_GAPS.md): Last Updated: 2026-02-24 Purpose: Track missing RLS, unit, integration, and E2E tests for the Clinical (CL) core. Use to prioritize Phase B–D work and manual r…
- [E2E HR and AI Browser Verification](https://docs.encoreos.io/testing/E2E_HR_AI_BROWSER.md): Short reference for AI-driven and automated HR end-to-end testing: two modes, workflow list, and where to find templates and commands.
- [HR Module E2E Test Scenarios](https://docs.encoreos.io/testing/E2E_TEST_SCENARIOS.md): Version: 1.0.0 Last Updated: 2026-02-09 Module: HR (Human Resources) - Hiring to Onboarding Integration Status: Active
- [Edge and API Testing Guide](https://docs.encoreos.io/testing/EDGE_AND_API_TESTING.md): This document is the single reference for testing Supabase Edge Functions and the Functions API from your IDE and local environment. It covers local stack work…
- [Messaging and Notifications — Manual Test Plan](https://docs.encoreos.io/testing/MESSAGING_AND_NOTIFICATIONS_TEST_PLAN.md): Repeatable manual test plan for verifying messaging, notifications, and inbox behavior before or after changes. For E2E automation, see tests/e2e/platform/mess…
- [Testing Infrastructure Migration Checklist](https://docs.encoreos.io/testing/MIGRATION_CHECKLIST.md): This checklist helps track the migration from the old testing patterns to the new improved infrastructure.
- [Plaid Sandbox Verification](https://docs.encoreos.io/testing/PLAID_SANDBOX_VERIFICATION.md): Purpose: Verify Plaid Transfer and Transfer UI against Plaid Sandbox (no real banks). Use for manual or CI runs when Sandbox credentials are available.
- [Pre-Migration Verification Checklist](https://docs.encoreos.io/testing/PRE_MIGRATION_CHECKLIST.md): > Version: 1.0.0 > Last Updated: 2026-01-15
- [Pre-Migration Test Plan: Supabase Cloud Migration](https://docs.encoreos.io/testing/PRE_MIGRATION_TEST_PLAN.md): > Version: 1.0.0 > Last Updated: 2026-01-15 > Status: Active
- [Phase 1 — Mobile Back Button Visibility QA](https://docs.encoreos.io/testing/QA-CHECKLISTS/phase-1-mobile-back-button.md): - Scope: 24 detail/edit routes from Batch 1 (12) + Batch 2 (12) of the "hide redundant header back chevron on mobile" change. - Owner: PF mobile UX - Related:…
- [Spec–Test Coverage Matrix](https://docs.encoreos.io/testing/SPEC_TEST_COVERAGE.md): Last Updated: 2026-02-24 Purpose: Single source of truth for which tests cover which specs. Use to track gaps and maintain traceability.
- [Testing Infrastructure Improvements](https://docs.encoreos.io/testing/TESTING_IMPROVEMENTS.md): This document outlines improvements made to the testing infrastructure.
- [Testing Setup and Run Guide](https://docs.encoreos.io/testing/TESTING_SETUP_AND_RUN.md): Last Updated: 2026-05-13
- [Product Requirements Document: TestSprite Integration](https://docs.encoreos.io/testing/TESTSPRITE_PRD.md): Document Type: PRD Product: TestSprite integration for Encore Health OS Version: 1.0.0 Last Updated: 2026-03-10 Status: Draft
- [TestSprite setup and usage](https://docs.encoreos.io/testing/TESTSPRITE_SETUP.md): Purpose: Run AI-powered autonomous tests (frontend E2E and backend API) via the TestSprite MCP server in Cursor.
- [Test Data Strategy](https://docs.encoreos.io/testing/TEST_DATA_STRATEGY.md): Version: 1.1.0 Status: 📋 Active Last Updated: 2025-12-11
- [Test Organization Standards](https://docs.encoreos.io/testing/TEST_ORGANIZATION_STANDARDS.md): This document defines the standards for organizing and naming tests in the Encore Health OS codebase.
- [User Acceptance Testing (UAT) Guide](https://docs.encoreos.io/testing/UAT_GUIDE.md): Version: 2.0.0 Last Updated: 2026-04-10 Status: Active Module: All Modules (PF, HR, FA, RH, GR, FW, FM, LO, IT)
- [Testing Documentation](https://docs.encoreos.io/testing/index.md): Version: 1.1.0 Last Updated: 2026-04-01
- [UAT Defect Report](https://docs.encoreos.io/testing/templates/UAT_DEFECT_REPORT_TEMPLATE.md): Version: 1.0.0 Last Updated: 2026-01-15 Status: Active
- [UAT Test Execution Checklist](https://docs.encoreos.io/testing/templates/UAT_EXECUTION_CHECKLIST_TEMPLATE.md): Version: 1.0.0 Last Updated: 2026-01-15 Status: Active
- [UAT Progress Dashboard](https://docs.encoreos.io/testing/templates/UAT_PROGRESS_DASHBOARD_TEMPLATE.md): Version: 1.0.0 Last Updated: 2026-01-15 Status: Active
- [UAT Test Case Template](https://docs.encoreos.io/testing/templates/UAT_TEST_CASE_TEMPLATE.md): Version: 1.0.0 Last Updated: 2026-01-15 Status: Active
- [UAT Progress Dashboard](https://docs.encoreos.io/testing/uat/UAT_PROGRESS_DASHBOARD.md): Last Updated: 2026-05-13T13:39:01.683Z
- [UAT Coverage Matrix](https://docs.encoreos.io/testing/uat/coverage-matrix.md): | Feature | Module | Stories | Story AC | Global AC | FR | NFR | Key Features | Tagged Test Files | |---|---|---:|---:|---:|---:|---:|---:|---:| | CE-01 | ce |…
- [Encore Health OS - Lovable Project Knowledge](https://docs.encoreos.io/tools/lovable/LOVABLE_CUSTOM_KNOWLEDGE.md): Paste into Project Knowledge (per project). Requires LOVABLE_WORKSPACE_KNOWLEDGE.md in Workspace Knowledge for platform-wide guardrails.
- [Lovable: 4-Chat Workflow Prompts](https://docs.encoreos.io/tools/lovable/LOVABLE_PROMPTS.md): Purpose: Copy-paste prompts for the 4-chat implementation workflow. Replace {SPEC_ID} (e.g. CL-15, PM-07) and {core} (e.g. cl, pm) before sending.
- [Encore Health OS – Lovable Reference Appendix](https://docs.encoreos.io/tools/lovable/LOVABLE_REFERENCE_APPENDIX.md): Purpose: Detailed reference material moved out of LOVABLE_CUSTOM_KNOWLEDGE.md to keep the main file under 300 lines. This file is NOT pasted into Lovable Custo…
- [Encore Health OS – Lovable Workspace Knowledge](https://docs.encoreos.io/tools/lovable/LOVABLE_WORKSPACE_KNOWLEDGE.md): Paste into Workspace Knowledge (Lovable Teams: Settings > Knowledge). Applies to every project. For spec workflow use LOVABLE_CUSTOM_KNOWLEDGE.md as Project Kn…
- [Lovable workflow documentation](https://docs.encoreos.io/tools/lovable/index.md): This folder contains documentation for the Lovable implementation workflow.
- [Transcription admin routes](https://docs.encoreos.io/transcription/transcription-admin-routes.md): Status: Active Owner: TR core Last updated: 2026-04-24