> ## 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 Counseling

> Patient-scoped financial counseling hub with tabs for sessions, assistance referrals, and charity care applications.

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

<Steps>
  <Step title="Open Financial Counseling for a patient">
    Navigate to `/pm/patients/:patientId/financial-counseling` for the relevant patient.
  </Step>

  <Step title="Review counseling sessions">
    The Sessions tab (default) lists financial counseling session records for the patient.
  </Step>

  <Step title="Review assistance referrals">
    Switch to the Referrals tab to see assistance program referrals made for the patient.
  </Step>

  <Step title="Review charity care applications">
    Switch to the Charity Applications tab to see charity care application records.
  </Step>
</Steps>

## Key concepts

| Term                 | Meaning in code                                                            |
| -------------------- | -------------------------------------------------------------------------- |
| `patientId`          | Route parameter scoping all data to a specific patient                     |
| Sessions             | Financial counseling session records from `useFinancialCounselingSessions` |
| Referrals            | Assistance program referrals from `useAssistanceReferrals`                 |
| Charity Applications | Charity care applications from `useCharityCareApplications`                |
| `tab` URL param      | Persists the active tab across navigation                                  |

## Related

<Columns cols={2}>
  <Card title="Practice Management" icon="briefcase" href="/pm/overview">
    Practice Management core overview.
  </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/FinancialCounselingPage.tsx
  * src/cores/pm/hooks/useFinancialCounselingSessions.ts
  * src/cores/pm/hooks/useAssistanceReferrals.ts
  * src/cores/pm/hooks/useCharityCareApplications.ts
</Accordion>