> ## 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.

# Practice Management Settings — Admin Guide

> The Practice Management Settings page (/pm/settings) provides a single admin surface for configuring org-level PM defaults. Settings are grouped into domain ca…

## 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.

## Related

* [PM-08: Claims Management](https://github.com/Encore-OS/encoreos/blob/development/specs/pm/specs/PM-08-claims-management-submission.md)
* [PM-09: Payment Posting](https://github.com/Encore-OS/encoreos/blob/development/specs/pm/specs/PM-09-payment-posting-era-processing.md)
* [PM-01: Patient Registration](https://github.com/Encore-OS/encoreos/blob/development/specs/pm/specs/PM-01-patient-registration-demographics.md)
* [PM-28 Spec](https://github.com/Encore-OS/encoreos/blob/development/specs/pm/specs/PM-28-pm-system-configuration-admin-settings.md)