Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The COD Caseload screen lists patient charts that have cod_indicator = true in cl_patient_charts, accessible at route /cl/cod/caseload.

​
Overview

The page queries cl_patient_charts for the current organization filtered to cod_indicator = true, limited to 500 rows ordered by updated_at descending. Patient name and MRN are resolved from pm_patients. Assessment metadata (last assessment date, last assessment type, total count) is aggregated from cl_cod_assessments. A boolean has_treatment_plan_extension is derived from the presence of non-archived rows in cl_cod_treatment_plan_extension. The results are displayed as a list of cards. A live search field filters by patient name or MRN client-side. Each card shows patient name, MRN, a “COD” badge, an optional “Plan Extension” badge, assessment count, and last assessment date and type. Clicking a card navigates to /cl/charts/<chart_id>?tab=cod-assessments. A count of filtered vs. total flagged charts is shown alongside the search field.

​
Who it’s for

Requires permission cl.cod_assessments.view (enforced by RequirePermission in the route at /cl/cod/caseload).

​
Before you start

  • You must hold the cl.cod_assessments.view permission.
  • Charts must be flagged with cod_indicator = true in cl_patient_charts to appear in this list.

​
Steps

1

Open the COD Caseload screen

Navigate to /cl/cod/caseload. Skeleton rows are shown while data loads. Any data error is displayed in a destructive card.
2

Search for a patient

Type in the search field to filter by patient name or MRN. The count of matching vs. total flagged charts updates in real time.
3

Review a patient row

Each row shows the patient name, MRN (if present), a COD badge, an optional Plan Extension badge, total assessment count, and the last assessment date and type.
4

Open a patient's COD assessments

Click a patient row to navigate to /cl/charts/<chart_id>?tab=cod-assessments.

​
Key concepts

When no COD-flagged charts exist (or none match the current search), an empty state is shown: “No COD-flagged charts — Charts marked as Co-Occurring Disorder will appear here.”
The “Plan Extension” badge is shown when the chart has at least one non-archived row in cl_cod_treatment_plan_extension (archived_at is null).
The hook fetches a maximum of 500 COD-flagged charts per query (limit(500)). Charts beyond this limit are not shown in the current view.
The component note states that SUD content is gated at the chart detail layer. This caseload view displays only assessment counts, dates, and types — no SUD clinical content is shown on this screen.

Clinical

Overview of the Clinical core.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/cl.tsx
  • src/cores/cl/pages/CODCaseloadPage.tsx
  • src/cores/cl/hooks/useCODCaseload.ts