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Overview

The Practice Management Settings page (/pm/settings) provides a single admin surface for configuring org-level PM defaults. Settings are grouped into domain cards and saved independently.

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Access

  • View: Requires pm.settings.view permission.
  • Edit/Save: Requires pm.settings.manage permission.
  • Users with view-only access see fields as read-only (no Save buttons).

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Settings Cards

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Claims Settings (PM-08)

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Payment Settings (PM-09)

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Registration & Eligibility (PM-01)

Note: Additional registration and eligibility settings (filing deadline alerts, auto-eligibility, patient merge undo window) will be available after PM-01 EN-2 ships.

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How Settings Are Used

  • Claim generation (PM-08): Uses claim prefix, NPI, POS, and filing deadline when creating new claims.
  • Payment posting (PM-09): Uses payment prefix and sequence when recording payments.
  • Patient registration (PM-01): Uses MRN settings when registering new patients.
Changes take effect on the next claim, payment, or registration — existing records are not retroactively updated.

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Phase 2 (Deferred)

The following cards will be added when their respective features ship:
  • GFE Settings (PM-20 Phase 2)
  • Superbill Settings (PM-22)
  • Contract Settings (PM-23)

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Audit Trail

Every save records updated_by (the saving user) and updated_at (timestamp) on the settings row for compliance tracking.