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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 (Core Independence), Section 1.3 (Integration Patterns)

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Overview

PM-27 provides site-level billing configuration (billing NPI, tax ID, addresses, fee schedule, clearinghouse routing, claim defaults) and optional patient site-transfer workflow. Claim generation (PM-08) and clearinghouse submission (PM-15) consume site billing config per encounter/appointment site. Key tables: pm_site_billing_config, pm_patient_site_transfers (optional)

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Integration Points (from spec)

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Platform Integration Layer Usage

  • PF-01: Site list and attributes via pf_sites; organization context via pf_organizations.
  • PM-08: Resolve site from encounter/appointment → load pm_site_billing_config for that site → apply NPI, tax ID, address, default POS, fee schedule, claim defaults when building claim.
  • PM-15: Per-site clearinghouse_config_id determines which clearinghouse/config is used for submission when claim is associated with a site.

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Event Contracts

No new events defined in PM-27. Optional: future event patient_site_transferred if transfer workflow triggers notifications or downstream consumers (documented in EVENT_CONTRACTS.md when implemented).

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API Contracts

Internal PM only. Hooks and queries for site billing config and patient site transfers; no external API exposed. PM-08 and PM-15 integration is via shared tables and in-process resolution of site → config.

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Integration Matrix

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References