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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.

This page is the Collections Queue, accessible at /pm/collections-queue.

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Overview

The Collections Queue page displays a data table of patients with outstanding balances derived from the pm_collection_actions table. The queue is built by fetching all collection action records for the organization and deduplicating to the latest action per patient, producing one row per patient. Each row shows a truncated patient identifier, an badge (current, 30_day, 60_day, 90_day, 120_plus), aging days, the last action type, and the action date. Users with pm.collections.manage see checkboxes for bulk selection and a “Review” button that opens the SupervisorReviewSheet side panel for the selected patient. The page is wrapped in a PermissionGate for pm.collections.view; users lacking that permission do not see the page content.

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Who it’s for

Requires permission pm.collections.view (route guard: PM_PERMISSIONS.COLLECTIONS_VIEW). Bulk actions and the “Review” button require the additional pm.collections.manage permission.

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Before you start

  • Collection action records must exist in pm_collection_actions for the queue to display patients.
  • Supervisory review and bulk actions require pm.collections.manage.

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Steps

1

Open Collections Queue

Navigate to /pm/collections-queue. The table loads all patients with collection actions for your organization, deduplicated to the most recent action per patient.
2

Review patients by aging tier

The “Aging Tier” column displays a color-coded badge: Current, 30 Day, 60 Day, 90 Day, or 120+ Day. Higher tiers (90 Day, 120+ Day) are rendered with destructive styling to indicate urgency.
3

Select rows for bulk action (manage permission required)

Check individual row checkboxes or the header checkbox to select all. When one or more rows are selected, the CollectionsBulkToolbar appears above the table.
4

Open supervisor review

Click “Review” on any row (requires pm.collections.manage) to open the SupervisorReviewSheet side panel for that patient. The panel receives the patient ID, a truncated display name, and the aging tier.

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Key concepts

Aging tier values are: current, 30_day, 60_day, 90_day, 120_plus. These are stored in pm_collection_actions.aging_tier and displayed as labeled badges. Tiers at 90 days and above use destructive color tokens.
The “Last Action” column shows the action_type from the most recent collection action record. Action types include: phone_call, email, sms, letter, tier_escalation, supervisor_review, payment_arrangement, external_referral, writeoff_request. Underscores are replaced with spaces for display.
When the queue is empty, the page shows “No outstanding patient balances — The collections queue is empty.” An error state (data fetch failure) shows a retry button that reloads the page.

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/CollectionsQueuePage.tsx
  • src/cores/pm/hooks/useCollections45.ts
  • src/cores/pm/components/collections/AgingTierBadge.tsx
  • src/cores/pm/types/payment-plans-collections.ts
  • src/platform/permissions/constants.ts