Skip to main content

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 Financial Counseling screen provides a patient-scoped view of financial counseling sessions, assistance program referrals, and charity care applications at route /pm/patients/:patientId/financial-counseling.

​
Overview

The page uses useTabUrlState to persist the active tab in the URL query parameter tab. Three tabs — Sessions, Referrals, and Charity Applications — load data via useFinancialCounselingSessions, useAssistanceReferrals, and useCharityCareApplications respectively, each scoped to patientId. Non-zero record counts appear as badges on each tab trigger. The default tab is sessions. Tab content is rendered by SessionsTab, ReferralsTab, and CharityTab components from src/cores/pm/components/financial-counseling/. The page description reads “Income assessment, assistance program referrals, and charity care”.

​
Who it’s for

Requires permission pm.financial_counseling.view (enforced via RequirePermission wrapping the page content). No explicit RequirePermission on the route in pm.tsx for this path.

​
Before you start

  • You need pm.financial_counseling.view to see the page content.
  • Navigate here from a patient’s detail record; the route requires a valid patientId.

​
Steps

1

Open Financial Counseling for a patient

Navigate to /pm/patients/:patientId/financial-counseling for the relevant patient.
2

Review counseling sessions

The Sessions tab (default) lists financial counseling session records for the patient.
3

Review assistance referrals

Switch to the Referrals tab to see assistance program referrals made for the patient.
4

Review charity care applications

Switch to the Charity Applications tab to see charity care application records.

​
Key concepts

TermMeaning in code
patientIdRoute parameter scoping all data to a specific patient
SessionsFinancial counseling session records from useFinancialCounselingSessions
ReferralsAssistance program referrals from useAssistanceReferrals
Charity ApplicationsCharity care applications from useCharityCareApplications
tab URL paramPersists the active tab across navigation

Practice Management

Practice Management core overview.

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/FinancialCounselingPage.tsx
  • src/cores/pm/hooks/useFinancialCounselingSessions.ts
  • src/cores/pm/hooks/useAssistanceReferrals.ts
  • src/cores/pm/hooks/useCharityCareApplications.ts