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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 Cost Accounting page (/pm/cost-accounting) is a tabbed hub for configuring the cost categories and rate structures that drive encounter-level cost calculations.

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Overview

The Cost Accounting page provides two tabs: Categories and Rates. The Categories tab lists cost categories (e.g., Provider Time, Facility Overhead, Supplies) with their type, description, and active/inactive status. The Rates tab lists time-bounded cost rates linked to categories, showing the rate amount per unit (per_hour, per_day, per_session, per_unit), effective-from, and effective-to dates. When two or more rate records for the same category have overlapping effective periods, a non-blocking warning banner appears in the Rates tab. Users with pm.cost_accounting.manage permission see context-sensitive action buttons — New Category on the Categories tab and New Rate on the Rates tab.

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Who it’s for

Requires permission pm.cost_accounting.view (PM_PERMISSIONS.COST_ACCOUNTING_VIEW). Users with pm.cost_accounting.manage can create and edit categories and rates.

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Before you start

  • You must hold pm.cost_accounting.view.
  • Cost categories must exist before cost rates can be created (rates reference a cost_category_id).

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Steps

1

Open Cost Accounting

Navigate to /pm/cost-accounting. The page defaults to the Categories tab. The active tab is persisted in the URL query parameter ?tab=.
2

Manage cost categories

On the Categories tab, review existing categories. Each row shows: Name, Type (capitalized), Description, and Status (Active / Inactive). Click the pencil icon (requires pm.cost_accounting.manage) to open the edit dialog for a category. To add a new category, click New Category in the page header.
3

Manage cost rates

Click the Rates tab. Use the All Categories dropdown to filter rates by category. Each row shows: Category name, Rate amount with unit label, Effective From, and Effective To (or “Ongoing” if open-ended). Click the pencil icon to edit a rate. To add a rate, click New Rate in the page header.
4

Resolve overlapping rates

If the Rates tab shows the overlap warning banner, identify the flagged rows (marked with a warning triangle icon next to the category name). Edit the affected rates to eliminate the date-range overlap.

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Key concepts

Valid rate units are per_hour, per_day, per_session, and per_unit. The UI displays these as / hour, / day, / session, and / unit respectively.
The system detects overlapping effective-date periods for rates within the same category using detectRateOverlaps. The warning is non-blocking — it appears as an informational banner and highlights affected rows with a warning triangle icon, but does not prevent saving.
Categories tab empty state: “No cost categories — Create categories like ‘Provider Time’, ‘Facility Overhead’, or ‘Supplies’ to begin tracking costs.” Rates tab empty state: “No cost rates — Add rates to define how much each cost category costs per hour, day, session, or unit.”

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/CostAccountingPage.tsx
  • src/cores/pm/components/cost-accounting/CostCategoriesTab.tsx
  • src/cores/pm/components/cost-accounting/CostRatesTab.tsx
  • src/platform/permissions/constants.ts