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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.

This screen is the Clinical module landing page, accessible at /cl/overview. It aggregates summary data from multiple clinical data sources and provides quick navigation to key Clinical sub-sections.

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Overview

The Clinical Overview page is the home dashboard for the CL core. It contains:
  • A patient search widget (popover, triggers on 2+ characters) that queries active charts by name, MRN, or chart number and navigates to /cl/charts/:id.
  • A Quick Actions section rendered by QuickActionsSection (module cl, both global and module-level actions, up to 3 global and 6 module actions, editable per organization).
  • A stats bar with five StatCard widgets: Active Charts, Active Medications, Active Prescriptions, Plans Due Review, and Pending Co-Signs. Cards for Plans Due Review and Pending Co-Signs render in warning variant when their count is greater than 0.
  • An area navigation grid with six AreaNavigationCard widgets linking to: Patient Charts, Medications (via charts), Pharmacy Directory, Treatment Plans, Expiring Assessments, and Co-Sign Queue.
Stat data comes from six hooks: useChartList (active status), useAssessmentList (expiring within 30 days), useTreatmentPlanList (due within 30 days, and all), useProgressNoteCosignQueue, usePharmacyListAll, and two inline useQuery calls for cl_medications (active count) and cl_prescriptions (pending/sent count). Any hook error is surfaced as a destructive Alert with a sanitized message; individual stat card values default to 0 on error.

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Who it’s for

No explicit permission gate on this route. Any authenticated user who can reach /cl/overview will see the dashboard. Individual stat card actions navigate to routes that do enforce permissions.

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Before you start

  • No permission is required to view this page.
  • Individual navigation targets (e.g., /cl/charts, /cl/treatment-plans) have their own permission requirements.
  • The New Chart button in the page header navigates to /cl/charts; chart creation permissions are enforced on that route.

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Steps

1

Navigate to the Clinical Overview

Go to /cl/overview (or navigate to /cl, which redirects here). The dashboard loads stat data for your organization.
2

Search for a patient

Type at least 2 characters in the Search patients by name, MRN, or chart number… input. A popover shows up to 5 matching active charts. Click a result to navigate to that chart, or click View all results to go to /cl/charts with the search pre-filled.
3

Use Quick Actions

The Quick Actions section shows pinned shortcuts for the CL module. Actions are editable per organization.
4

Review summary stats

Read the five stat cards to assess current workload. Cards showing warning variants (yellow) for Plans Due Review or Pending Co-Signs indicate items requiring attention.
5

Navigate to a clinical area

Click any area navigation card or stat card to jump to the corresponding sub-section.

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Key concepts

  • Active Charts: useChartList({ status: 'active' }) count.
  • Active Medications: cl_medications rows where status = 'active' and deleted_at is null.
  • Active Prescriptions: cl_prescriptions rows where transmission_status in ['pending', 'sent'] and deleted_at is null.
  • Plans Due Review: useTreatmentPlanList(30) count (due within 30 days).
  • Pending Co-Signs: useProgressNoteCosignQueue count.
All hook errors are combined into dashboardError. If any hook errors, a destructive Alert is shown. Medication and prescription counts silently default to 0 on error (individual medsError/rxError checks).

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/CLOverview.tsx
  • src/cores/cl/hooks/useChartList.ts
  • src/cores/cl/hooks/useAssessmentList.ts
  • src/cores/cl/hooks/useTreatmentPlanList.ts
  • src/cores/cl/hooks/useProgressNoteCosignQueue.ts
  • src/cores/cl/hooks/usePharmacyList.ts