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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.

The Application Details screen displays a single financial assistance application and its current workflow state at route /pm/financial-assistance/:applicationId.

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Overview

The page loads a single application record via useFinancialAssistanceDetail. It displays three date cards — Effective From, Effective Through, and Decision Date — plus any Decision Notes stored on the record. The status badge reflects the status field using labels from FINANCIAL_ASSISTANCE_STATUS_LABELS. When the application is in pending status, users with the pm.financial_assistance.review permission see a Review button that opens a FinancialAssistanceReviewDialog.

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Who it’s for

Requires permission pm.financial_assistance.view (enforced via PermissionGate wrapping the page). The Review action additionally requires pm.financial_assistance.review.

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Before you start

  • You need the pm.financial_assistance.view permission to see this page.
  • The application must exist and belong to your organization; otherwise an “Application not found” error is shown.

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Steps

1

Open the application

Navigate from the Financial Assistance list (/pm/financial-assistance) and select an application row to land on this page.
2

Review dates and status

The three date cards show Effective From, Effective Through, and Decision Date. The status badge (e.g., Pending, Approved) appears in the header.
3

Read decision notes

If Decision Notes are present on the record, they appear in a card below the date grid.
4

Submit a review (pending applications only)

If the status is pending and you have pm.financial_assistance.review, click Review to open the review dialog and record an approval or denial decision.

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Key concepts

TermMeaning in code
applied_atTimestamp when the application was submitted
effective_from / effective_throughDate range during which assistance is active
decided_atDate the review decision was recorded
decision_notesFree-text notes from the reviewer
statusApplication status; pending unlocks the Review action

Practice Management

Practice Management core overview.

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/pm.tsx
  • src/cores/pm/pages/FinancialAssistanceDetailPage.tsx
  • src/cores/pm/hooks/useFinancialAssistance.ts
  • src/cores/pm/components/statements/FinancialAssistanceReviewDialog.tsx