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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

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The Capitation Contracts screen (/pm/capitation) lists all PMPM capitation contracts for the organization and provides access to per-contract detail and reconciliation.

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Overview

The Capitation Contracts hub presents a table of contracts, each showing payer name, PMPM rate, effective date range, roster source, and active/inactive status. Contracts are loaded most-recent-first by effective date. Users with the pm.capitation.manage permission see an “Add contract” button and a “Show inactive” toggle; without that permission the controls are hidden and only active contracts are shown by default. Clicking a row navigates to the contract detail page (/pm/capitation/:id). When no contracts exist, the screen shows “No capitation contracts yet” and, for managers, an inline “Add contract” action.

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Who it’s for

Requires the pm.capitation.view permission to access the route. Creating and editing contracts additionally requires pm.capitation.manage.

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Before you start

  • You must hold pm.capitation.view to access this screen.
  • To add or edit contracts, you also need pm.capitation.manage.
  • Payer records must already exist (configured via /pm/payers) so they appear in the contract form’s payer picker.

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Steps

1

Open Capitation Contracts

Navigate to /pm/capitation. The table loads active contracts ordered by effective date, newest first.
2

Toggle inactive contracts (managers only)

Use the “Show inactive” switch in the page header to include soft-deleted contracts in the list. Inactive contracts display an “Inactive” badge in the Status column.
3

View a contract

Click any table row to open the contract detail page at /pm/capitation/:id.
4

Add a contract (managers only)

Click “Add contract” to open the Contract Form dialog. Fill in payer, PMPM rate, effective dates, and roster source, then save.

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Key concepts

— Per-member-per-month payment model used by certain managed care payers. Table columns: Payer, PMPM Rate, Effective From, Effective To (shows “Open-ended” if no end date), Roster Source, Status (Active / Inactive).
“No capitation contracts yet” is shown when no contracts exist. Managers see an inline “Add contract” action.
Contracts with a non-null deleted_at are soft-deleted. They appear only when “Show inactive” is toggled on and are labeled with an “Inactive” badge. The restore action is available via the contract mutation hooks but its UI surface is on the detail page (not reviewed here).

Practice Management

Overview of the Practice Management core.

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/capitation/CapitationHubPage.tsx
  • src/cores/pm/hooks/useCapitationContracts.ts
  • src/platform/permissions/constants.ts