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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 Estimates page (/pm/cost-estimates) lists patient cost estimates for the organization, supports filtering by estimate status and clearance status, and allows drilling into individual estimate details.

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Overview

The Cost Estimates page renders a list of cost estimate records fetched by useCostEstimateList. When no organization is loaded, a loading skeleton is displayed. The list shows date, service type, total estimated charges, patient estimated responsibility, estimate status, and clearance status. Clicking a row opens the CostEstimateDetail view inline (the list is replaced); a Back button returns to the list. The Generate Estimate dialog (CostEstimateGenerateDialog) is accessible from the list view header. The page enforces pm.cost-estimates.view via a nested RequirePermission wrapper.

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Who it’s for

Requires permission pm.cost-estimates.view (string pm.cost-estimates.view, also mapped to PM_PERMISSIONS.COST_ESTIMATES_VIEW).

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Before you start

  • You must hold pm.cost-estimates.view.
  • An active organization context must be loaded; the page shows a skeleton until currentOrganization.id is available.

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Steps

1

Open Cost Estimates

Navigate to /pm/cost-estimates. The list loads all cost estimates for your organization.
2

Filter the list

Use the Status dropdown to filter by estimate status (Draft, Final, Expired). Use the Clearance dropdown to filter by clearance status (Pending, Cleared, Blocked, Override). Both filters apply simultaneously.
3

Open an estimate

Click the View button on any row to open the CostEstimateDetail view. Click Back to return to the list.
4

Generate a new estimate

Click the Generate Estimate button (rendered by CostEstimateGenerateDialog) in the list view header to create a new cost estimate.

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Key concepts

Four statuses exist: Draft (secondary badge), Final (default/filled badge), Expired (destructive/red badge), Superseded (outline badge). The filter dropdown exposes Draft, Final, and Expired as options.
Four clearance statuses exist: Pending (secondary), Cleared (default/filled), Blocked (destructive/red), Override (outline).
Empty: “No cost estimates yet — Click ‘Generate Estimate’ to create one.” Error loading: “Unable to load estimates — There was an error loading cost estimates. Please try again.”

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/CostEstimateListPage.tsx
  • src/cores/pm/components/cost-estimation/CostEstimateList.tsx
  • src/platform/permissions/constants.ts