Documentation Index
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Last Updated: 2026-03-29
Revenue Matrix Configuration
The Program–Insurance Revenue Matrix (pm_program_insurance_revenue_matrix) stores estimated per-lead revenue by program type and insurance type.
Columns
| Column | Type | Description |
|---|
program_type | TEXT | Program category (e.g. IOP, PHP, Outpatient, Residential) |
insurance_type | TEXT (CHECK constraint: medicaid, commercial, uninsured, medicare, other) | Insurance category |
estimated_per_lead_revenue | NUMERIC | Dollar value estimated per converted lead |
effective_from | DATE | Start of effective period (NULL = always active) |
effective_to | DATE | End of effective period (NULL = no end) |
How Revenue Estimates Flow
- Screening trigger → looks up matrix by
(program_type, insurance_type) → writes lead_value_estimated to pm_analytics_revenue_impact
- Appointment confirmation → actualizes revenue:
confirmed → revenue_realized = estimated; no_show → revenue_lost = estimated
- Revenue Impact Widget → aggregates realized vs. lost revenue in the dashboard
Editing the Matrix
Currently configured via SQL or Supabase dashboard:
INSERT INTO pm_program_insurance_revenue_matrix
(organization_id, program_type, insurance_type, estimated_per_lead_revenue)
VALUES
('your-org-id', 'IOP', 'medicaid', 450),
('your-org-id', 'PHP', 'commercial', 800);
Dashboard Settings
These settings are stored in pm_module_settings and affect dashboard behavior:
| Setting | Default | Effect |
|---|
ahcccs_compliance_window_hours | 72 | Hours within which appointment must be scheduled after screening for AHCCCS compliance |
no_show_risk_alert_threshold | 50 | Minimum risk score to show in High-Risk Appointments widget |
waitlist_abandon_risk_alert_threshold | 50 | Minimum risk score for waitlist abandon alerts |
Changing Settings
Update via Supabase dashboard or SQL:
UPDATE pm_module_settings
SET ahcccs_compliance_window_hours = 48
WHERE organization_id = 'your-org-id';
Permissions
| Permission | Grants |
|---|
pm.intake_funnel.view | Access to the Intake Funnel Analytics dashboard, compliance report, and benchmarking views |
