> ## 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.

# Financial Assistance

> Manage financial assistance applications, track approval status, and review application details including effective dates and decision notes.

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

## 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 Applications have a status (`pending`, `approved`, `denied`, or `withdrawn`) displayed as a color-coded badge alongside the applied date and any effective date range.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.

## Who it's for

Requires permission: `PM_PERMISSIONS.FINANCIAL_ASSISTANCE_VIEW` (`pm.financial_assistance.view`).

Creating new applications additionally requires `pm.financial_assistance.create`.

## 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.

## Steps

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Open an application">
    Click the **Applied** date link in any row to navigate to `/pm/financial-assistance/:applicationId` for the full detail view.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Key concepts

<AccordionGroup>
  <Accordion title="Application statuses">
    The four statuses defined in code are: **pending** (awaiting decision), **approved**, **denied**, and **withdrawn**. Each maps to a distinct badge variant in the UI.
  </Accordion>

  <Accordion title="Empty state">
    When no applications exist, the page shows a "No applications" empty state with the prompt "Submit a financial assistance application to get started."
  </Accordion>

  <Accordion title="Error state">
    If the query fails, a destructive alert appears with a **Retry** button that reloads the page.
  </Accordion>
</AccordionGroup>

## 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.

| Term                                   | Meaning in code                                         |
| -------------------------------------- | ------------------------------------------------------- |
| `applied_at`                           | Timestamp when the application was submitted            |
| `effective_from` / `effective_through` | Date range during which assistance is active            |
| `decided_at`                           | Date the review decision was recorded                   |
| `decision_notes`                       | Free-text notes from the reviewer                       |
| `status`                               | Application status; `pending` unlocks the Review action |

## Related

<Columns cols={2}>
  <Card title="Practice Management" icon="briefcase" href="/pm/overview">
    Overview of the Practice Management core.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index">
    Documentation coverage and governance.
  </Card>
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * 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
</Accordion>