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Welcome to Conduit Documentation

Last Updated: February 4, 2026

Welcome! This documentation will help you learn and master Conduit, the care coordination platform designed for healthcare and social service organizations.

What is Conduit?​

Conduit is a comprehensive care coordination platform that helps case managers, care coordinators, and support staff manage client cases through structured workflows. It replaces scattered spreadsheets, emails, and paper forms with a unified platform that:

  • ✅ Guides staff through standardized care processes
  • ✅ Ensures compliance with regulatory requirements
  • ✅ Facilitates collaboration across your team
  • ✅ Provides visibility into case status in real-time
  • ✅ Generates insights through reports and analytics

Who This Documentation Is For​

This guide is designed for:

  • 👥 Case Managers - Front-line staff managing client cases daily
  • 🎯 Care Coordinators - Team leads overseeing multiple cases and team members
  • 💼 Administrators - Users who configure workspaces, manage teams, and set permissions
  • 🆕 New Users - Anyone learning to use Conduit for the first time

Getting Started​

New to Conduit?​

If you're just getting started, follow this path:

  1. User Guide - Understand the platform basics
  2. Dashboard: My Overview - Learn your main workspace
  3. Understanding Cases - Learn about case management basics

Looking for Something Specific?​

Quick Reference​

  • Glossary - Key terms and definitions (coming soon)
  • FAQ - Commonly asked questions answered

How to Use This Documentation​

🔍 Search​

Use the search bar at the top of the page to quickly find topics.

📖 Browse​

Use the sidebar navigation on the left to explore documentation by category.

🎓 Learn​

Follow the tutorials for hands-on, step-by-step learning experiences.

📋 Reference​

Use the Quick Reference section for fast lookups when you need answers quickly.

Documentation Structure​

Each guide includes:

  • Overview - What the feature does and why it's useful
  • Step-by-step instructions - How to use the feature effectively
  • Screenshots - Visual guides showing exactly what to do
  • Tips & Best Practices - Expert advice for efficient workflows
  • Troubleshooting - Solutions to common issues
  • FAQs - Answers to frequently asked questions

Need Help?​

Can't find what you're looking for?

What's Next?​

Ready to get started? Here are the best next steps:

  1. Explore the Dashboard - Your main workspace
  2. Learn About Cases - Core concepts

Let's get started! Choose a topic from the sidebar or use the search bar to find what you need.