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Documentation Index

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

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The Cost Reports page (/pm/cost-reports) provides a chart and summary table of encounter-level cost data, with a dimension selector to pivot between service line and status groupings.

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Overview

The Cost Reports page loads encounter cost records from pm_encounter_costs via useEncounterCosts, capped at 200 records per fetch, ordered by service_date descending. It provides a dimension selector dropdown that switches the chart and summary table between two groupings: By Service Line (field service_line) and By Status (field status). Results are rendered as a side-by-side two-card layout: a Cost Distribution card containing CostReportChart and a Summary card containing CostReportTable. No date range or additional filter controls are exposed on this page beyond the dimension selector.

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Who it’s for

Requires permission pm.cost_accounting.view (PM_PERMISSIONS.COST_ACCOUNTING_VIEW).

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Before you start

  • You must hold pm.cost_accounting.view.
  • Cost reports populate only after encounter cost records have been calculated and stored in pm_encounter_costs.

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Steps

1

Open Cost Reports

Navigate to /pm/cost-reports. The page loads and displays the chart and summary table using data for your organization.
2

Switch the grouping dimension

Use the dropdown (default: By Service Line) to switch between By Service Line and By Status. Both the chart and the summary table update to reflect the selected dimension.
3

Review the chart and table

The Cost Distribution card shows the CostReportChart for the selected dimension. The Summary card shows the CostReportTable with aggregated cost data.

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Key concepts

Two dimensions are available: service_line (label: “By Service Line”) and status (label: “By Status”). These correspond to columns on the pm_encounter_costs table.
The hook fetches up to 200 encounter cost records per query. Reports reflect only the most recent 200 records by service_date. If your organization has more than 200 records, older data will not appear.
When no cost data exists yet, the page displays: “No cost data yet — Cost reports will populate once encounter costs have been calculated.” Loading state shows two skeleton placeholders.

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/CostReportsPage.tsx
  • src/cores/pm/hooks/useEncounterCosts.ts
  • src/platform/permissions/constants.ts