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This page lists all financial assistance applications for your organization and is reached at /pm/financial-assistance.

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Overview

The Financial Assistance page displays all applications recorded in pm_financial_assistance_applications for the current organization, ordered by application date (most recent first). Each row links to a detail page where the full application can be reviewed. Applications have a status (pending, approved, denied, or withdrawn) displayed as a color-coded badge alongside the applied date and any effective date range. Staff with the pm.financial_assistance.create permission see a New Application button to open the create dialog; all others can view only.

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Who it’s for

Requires permission: PM_PERMISSIONS.FINANCIAL_ASSISTANCE_VIEW (pm.financial_assistance.view). Creating new applications additionally requires pm.financial_assistance.create.

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Before you start

  • You must hold the pm.financial_assistance.view permission.
  • The patient record must already exist in Practice Management before an application can be submitted.

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Steps

1

Open Financial Assistance

Navigate to Practice Management → Financial Assistance or go directly to /pm/financial-assistance. The page loads the full application list ordered by most recent applied_at date.
2

Review the applications table

Each row shows: Applied date (links to the detail page), Status badge, Effective From, and Effective Through dates. Rows with no effective dates display an em dash.
3

Open an application

Click the Applied date link in any row to navigate to /pm/financial-assistance/:applicationId for the full detail view.
4

Create a new application (if permitted)

Click New Application in the page header to open the FinancialAssistanceFormDialog. Complete the required fields and submit. The list refreshes automatically on success.

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Key concepts

The four statuses defined in code are: pending (awaiting decision), approved, denied, and withdrawn. Each maps to a distinct badge variant in the UI.
When no applications exist, the page shows a “No applications” empty state with the prompt “Submit a financial assistance application to get started.”
If the query fails, a destructive alert appears with a Retry button that reloads the page.

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Viewing an application

The Application Details screen displays a single financial assistance application and its current workflow state at route /pm/financial-assistance/:applicationId (permission: pm.financial_assistance.view). The Review action additionally requires pm.financial_assistance.review. The page loads a single application record via useFinancialAssistanceDetail. It displays three date cards — Effective From, Effective Through, and Decision Date — plus any Decision Notes stored on the record. The status badge reflects the status field using labels from FINANCIAL_ASSISTANCE_STATUS_LABELS. When the application is in pending status, users with the pm.financial_assistance.review permission see a Review button that opens a FinancialAssistanceReviewDialog. Note: if the application does not belong to your organization, an “Application not found” error is shown.
  1. Navigate from the Financial Assistance list (/pm/financial-assistance) and select an application row to land on this page.
  2. The three date cards show Effective From, Effective Through, and Decision Date. The status badge (e.g., Pending, Approved) appears in the header.
  3. If Decision Notes are present on the record, they appear in a card below the date grid.
  4. If the status is pending and you have pm.financial_assistance.review, click Review to open the review dialog and record an approval or denial decision.

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/FinancialAssistanceListPage.tsx
  • src/cores/pm/hooks/useFinancialAssistance.ts
  • src/cores/pm/types/statement-billing.ts
  • src/cores/pm/pages/FinancialAssistanceDetailPage.tsx
  • src/cores/pm/components/statements/FinancialAssistanceReviewDialog.tsx