Platform Foundation plus eleven cores

PF · The shared layer every core runs on: sign-in, permissions, documents, custom fields and state jurisdiction profiles.

0 built5 in build0 planned

• In buildRole-based permissions, including access rules for each object typeRole-based permission groups are built; access rules for every object type are still being built out.PF-26, PF-30
• In buildStaff sign-in with Microsoft Entra IDPF-63, PF-112, PF-112-EN-01
• In buildCustom field definitions, custom objects and page layouts set by each organizationCustom field definitions are built; custom objects and the page layouts that use them are still being built.PF-16, PF-24, PF-31
• In buildDocument storage with organization templates and electronic signaturesPF-11, PF-33, PF-64
• In buildState Medicaid rules held as jurisdiction profiles instead of hard-coded logicArizona (AHCCCS) is the default of 17 jurisdiction profiles. Most of the other state profiles are reference profiles still being researched.PF-96

CE · Covers referral partners, inquiries and intake screening, from the first call to the admission handoff.

0 built5 in build0 planned

• In buildReferral partner records with their contacts, contracts and documentsCE-02, CE-24, CE-66
• In buildIntake screening and triage with questionnaires the organization configuresPhone screening and configurable questionnaires are built; the rest of the triage workflow is still being built.CE-28, CE-28-EN-01
• In buildAn inquiry pipeline for each service line, from first call to admission handoffThe inquiry pipeline tracks a lead from first call onward; the handoff into an admission is still being built.CE-64, CE-29
• In buildRingCentral calling with click-to-call and a softphone inside the contact recordCE-03, CE-03-E1, CE-14
• In buildEmail and text messaging from the contact recordCE-07, CE-08

RH · Covers recovery residences: census and beds, program phases, house operations, safety events and certification.

0 built4 in build1 planned

• In buildCensus and a bed board across houses, with admission and bed assignmentRH-01
• In buildProgram phases and daily participation and attendanceRH-02, RH-04
• In buildSafety and significant-event reporting for each houseRH-03
• In buildNARR level and state certification tracking for each residenceRH-11
• PlannedA resident ledger for rent and program feesRH-17

FA · Covers the general ledger and fund structure, payables, bank feeds and reconciliation, and grant reporting.

0 built4 in build1 planned

• In buildA general ledger with a fund structure for nonprofit (ASC 958) reportingFA-01
• In buildBank feeds through Plaid, with reconciliation rulesFA-20, FA-21
• In buildRamp corporate card transactions in the ledgerFA-30
• In buildAccounts payable processingFA-22
• PlannedGrant budget-versus-actual reportingFA-46

HR · Covers the employee record from onboarding through time, attendance, payroll inputs and credentials.

2 built3 in build0 planned

• In buildOnboarding checklists for each new hire, started from default templatesHR-03, HR-03-EN-01
• BuiltTime and attendanceHR-05
• In buildA pre-payroll review that flags missed punches, zero-hour entries and changes from the prior periodPayroll processing itself is in build.HR-07-EN-02, HR-07-EN-03
• BuiltEmployee handbook and policy distributionHR-43
• In buildStaff license and credential trackingHR-02

GR · Covers policies and procedures, staff training, internal audits, incident reporting and quality improvement.

3 built2 in build0 planned

• BuiltPolicy and procedure managementGR-01, GR-11
• BuiltStaff training and continuing-education trackingGR-02
• In buildInternal audits and tracer packs for survey preparationTracer packs for survey preparation are built; audit management itself is partly built.GR-04, GR-UX-11
• In buildIncident reporting, including reports to regulatorsGR-14, GR-UX-06
• BuiltQuality-improvement projectsGR-07, GR-UX-08

FW · Covers the forms and approval workflows an organization builds for itself.

0 built4 in build1 planned

• In buildApproval steps that pause a workflow until the assigned person actsFW-72
• In buildForms in more than one languageFW-38
• In buildForms that can be filled in offline and sync laterFW-71
• In buildThird-party electronic signature on formsFW-39
• PlannedSave-and-resume links for long formsFW-63

FM · Covers buildings and equipment, work orders, preventive maintenance, supplies and vendors.

3 built2 in build0 planned

• In buildMaintenance work ordersFM-01
• BuiltPreventive maintenance schedulesFM-04
• BuiltFacility asset recordsFM-05
• In buildSupply inventoryFM-02
• BuiltVendor recordsFM-03

LO · Covers goals, scorecards, leadership meetings and action tracking for the leadership team.

0 built5 in build0 planned

• In buildGoals checked against SMART criteria as they are writtenGoal setting is built; checking each goal against SMART criteria as it is written is still being built.LO-12
• In buildAction items with dependencies and a status workflowAction items with dependencies are built; the fuller status workflow around them is still being built.LO-14, LO-15
• In buildScorecards and KPI trackingLO-05
• In buildStructured leadership meetings with an issues listLO-06, LO-07
• In buildQuarterly priorities for each leaderLO-03

IT · Covers IT assets, support tickets, software licenses and staff system access.

0 built5 in build0 planned

• In buildAn IT asset inventoryIT-01
• In buildSupport ticketing for staffIT-02
• In buildSoftware license trackingIT-04
• In buildSystem access set up and removed as staff join and leaveIT-08
• In buildVendor risk reviews and business associate agreement trackingIT-14

CL · Covers the clinical record: assessments, treatment plans, progress notes, consent and screening.

0 built5 in build0 planned

• In buildAI-drafted progress notes that the clinician reviews and attests to before signingAI note drafting is still being built, with a clinician review and sign-off step planned before any draft is used. Drafting runs only after the organization publishes a disclosure for the AI model, and a patient can opt out.CL-36
• In buildAssessments, treatment plans and progress notes on the shared encounterCL-02, CL-03, CL-04
• In build42 CFR Part 2 consent capture with redisclosure trackingCL-11, CL-11-EN-01
• In buildSuicide-risk screening and safety planning that follow the Zero Suicide frameworkCL-07, CL-07-EN-01
• In buildFHIR R4 and US Core data exchangeCL-16

PM · Covers scheduling, billing rules, claims, remittances and patient financial workflows around the shared encounter.

2 built3 in build0 planned

• BuiltClaim scrubbing against organization and payer-specific edit rules before submissionPM-18, PM-18-EN-06
• BuiltRemittance reconciliation that flags underpaid claimsPM-44
• In buildOpioid treatment program and medication-assisted treatment billingPM-31
• In buildBilling rules and filing deadlines that follow the organization's jurisdiction profilePM-07, PM-07-EN-13, PM-08, PM-08-EN-13
• In buildClaim submission and remittance intake through a clearinghouse connectionPM-15, PM-15-EN-02, PM-15-EN-03