Documentation Index
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Module: PM (Practice Management)
Spec: PM-28
Last Updated: 2026-03-03
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.
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).
Settings Cards
Claims Settings (PM-08)
| Field | Description | Default |
|---|
| Claim Number Prefix | Prefix for auto-generated claim numbers | CLM |
| Claim Number Sequence | Next sequence number for claims | 1 |
| Billing Provider NPI | Default billing NPI for claims | — |
| Default Place of Service | Default POS code for new claims | 11 |
| Filing Deadline (Days) | Days allowed to file claims. AHCCCS requires 365-day filing for Medicaid claims. | 365 |
Payment Settings (PM-09)
| Field | Description | Default |
|---|
| Payment Number Prefix | Prefix for auto-generated payment numbers | PAY |
| Payment Number Sequence | Next sequence number for payments | 1 |
Registration & Eligibility (PM-01)
| Field | Description | Default |
|---|
| Auto-generate MRN | Automatically assign MRN on patient registration | true |
| MRN Prefix | Prefix for auto-generated MRNs | MRN |
| Eligibility Check Frequency | How often to run eligibility checks | per_encounter |
Note: Additional registration and eligibility settings (filing deadline alerts, auto-eligibility, patient merge undo window) will be available after PM-01 EN-2 ships.
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.
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)
Audit Trail
Every save records updated_by (the saving user) and updated_at (timestamp) on the settings row for compliance tracking.
