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The Contracts page (/pm/contracts) lists all payer contracts recorded for your organization, sorted soonest-expiring first.

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Overview

The Contracts page loads all payer contracts for the current organization from the pm_payer_contracts table, joined to pm_payers for the payer name. Records marked as deleted (deleted_at not null) are excluded. The list defaults to ascending sort by termination_date so the soonest-expiring contracts appear first. Users with pm.contracts.manage permission see a New Contract button that opens a creation dialog. Each row in the table links to the contract detail page at /pm/contracts/:id.

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Who it’s for

Requires permission pm.contracts.view (PM_PERMISSIONS.CONTRACTS_VIEW). Users with pm.contracts.manage can also create new contracts via the New Contract dialog.

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Before you start

  • You must hold the pm.contracts.view permission.
  • At least one payer must exist in the system before a contract can be associated to it.

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Steps

1

Open the Contracts page

Navigate to /pm/contracts. The table loads automatically and shows all non-deleted contracts for your organization.
2

Filter the list

Use the All Payers dropdown to narrow to a specific payer, and the All Statuses dropdown to filter by status (active, expired, terminated, or pending). Both filters can be applied simultaneously. When active filters return no rows, the table displays “No contracts match the filters.”
3

Open a contract

Click the payer name link in the Payer column to open the contract detail page at /pm/contracts/:id.
4

Create a contract (manage permission required)

Click New Contract in the page header. The PayerContractFormDialog opens in create mode. Complete the form and save.

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Key concepts

The list recognizes four statuses: active (shown as a filled badge), pending (outline badge), expired and terminated (both shown as secondary/muted badge). The UI does not visually distinguish between expired and terminated.
The Auto-Renew column (hidden on mobile) shows Yes or No based on the auto_renew field on the contract record.
When no contracts exist yet, the page shows: “No contracts yet — Create a payer contract to track contracted rates and detect underpayments.” The filter dropdowns are not rendered until at least one contract exists.

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Viewing a capitation contract

The Contract Details screen displays a single capitation contract record at route /pm/capitation/:id (permission: pm.capitation.view). The component is CapitationContractPage. It displays the contract fields and PMPM revenue reconciliation data.
  1. Navigate from the Capitation hub (/pm/capitation) and select a contract to open its detail page.
  2. Review the contract fields and PMPM reconciliation data displayed by the component.

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Modeling a contract scenario

The Contract Modeling Simulation Wizard at /pm/contracts/modeling/new guides users through a five-step process to model and version revenue scenarios for payer contracts. Requires permission pm.contracts.view. ContractModelingWizardPage renders WizardShell with five steps driven by useContractModelingWizard. On success, the user is redirected to /pm/contracts. Before you start: an existing payer contract must be present at /pm/contracts to use as a baseline. Ensure volume projections data is available for the scenario period.
1

Open the wizard

Navigate to Practice Management → Contracts → Modeling → New, or go to /pm/contracts/modeling/new.
2

Select a baseline contract and timeframe

On the Baseline Selection step, choose an existing payer contract and define the modeling period.
3

Enter volume assumptions

On the Volume Assumptions step, provide service volume projections for the scenario.
4

Adjust rates

On the Rate Adjustments step, apply code-level rate changes to model a proposed contract scenario.
5

Review forecast output

On the Forecast Output step, review computed revenue metrics. If inputs changed, click Recompute to refresh the forecast.
6

Save and version the scenario

On the Review & Submit step, confirm all inputs and submit. The scenario is versioned and you are redirected to /pm/contracts.
Stale forecast — the forecast is marked stale when volume or rate inputs change; a recompute is required before submission. Scenario versioning — each submission creates a versioned snapshot; existing contracts are not modified.

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Detail view

The Contract screen displays a single payer contract with its contracted rate table at route /pm/contracts/:id.

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Overview

The page loads a contract via usePayerContractDetail. It displays a Contract Details card showing status badge, effective date, termination date, and auto-renew indicator. A Contracted Rates card lists rate entries in a table with CPT code, modifiers, rate amount, rate type, effective date, and end date. Users with pm.contracts.manage can add rates (via ContractedRateFormDialog), edit existing rates, delete rates, edit the contract header (via PayerContractFormDialog), and copy the contract for renewal (via ContractRenewalDialog). Rate deletion calls useDeleteContractedRate.

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Who it’s for

Requires permission PM_PERMISSIONS.CONTRACTS_VIEW (enforced via RequirePermission in the route definition). Rate and contract management requires pm.contracts.manage.

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Before you start

  • You need pm.contracts.view to access this page.
  • Navigate here from the Contracts list (/pm/contracts).

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Steps

1

Open a contract

Navigate from the Contracts list (/pm/contracts) and click a row to open the contract detail page.
2

Review contract details

The Contract Details card shows status, effective date, termination date, and auto-renew setting.
3

Review contracted rates

The Contracted Rates table lists all rates with CPT code, modifiers, rate, type, effective dates, and end dates.
4

Add a rate (pm.contracts.manage)

Click Add Rate to open the ContractedRateFormDialog and enter a new rate entry.
5

Edit or delete a rate (pm.contracts.manage)

Use the edit (pencil) or delete (trash) icons on any rate row to modify or remove it.
6

Copy as new / renew

Click Copy as new to open the ContractRenewalDialog and create a duplicate contract for renewal.

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Key concepts

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/PayerContractsListPage.tsx
  • src/cores/pm/hooks/usePayerContractList.ts
  • src/platform/permissions/constants.ts
  • src/cores/pm/pages/capitation/CapitationContractPage.tsx
  • src/cores/pm/pages/ContractModelingWizardPage.tsx
  • src/cores/pm/hooks/useContractModelingWizard.ts
  • src/cores/pm/pages/PayerContractDetailPage.tsx
  • src/cores/pm/hooks/usePayerContractDetail.ts
  • src/cores/pm/hooks/useContractedRateMutation.ts