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Documentation Index

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

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This settings page manages the appointment-type-to- code mapping table used for automatic generation and is reached at /pm/gfe/mapping.

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Overview

The GFE Configuration page displays and manages the organization’s mapping table (pm_gfe_appointment_cpt_mapping) that links appointment type strings to codes. Mappings are listed in a table showing Appointment Type, CPT Code, and Order. Each row has a delete button. An Add Mapping button opens the “Add CPT Mapping” dialog where the user enters an appointment type (free text, e.g. “Initial Assessment”) and a CPT code (e.g. “99213”). Mappings are ordered by appointment_type then display_order ascending.

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Who it’s for

Requires permission: PM_PERMISSIONS.GFE_MANAGE (pm.gfe.manage). This is a higher-privilege permission than GFE_VIEW and is intended for billing administrators configuring how estimates are generated.

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Before you start

  • You must hold the pm.gfe.manage permission.
  • Know the appointment type strings used in your scheduling configuration and the corresponding CPT codes before adding mappings.

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Steps

1

Open GFE Configuration

Navigate to Practice Management → GFE → Configuration or go directly to /pm/gfe/mapping. The current mappings table loads.
2

Review existing mappings

The table lists each Appointment Type, its associated CPT Code (displayed in monospace), and the display Order number.
3

Add a mapping

Click Add Mapping. In the “Add CPT Mapping” dialog, enter the appointment type text and CPT code, then click Add Mapping to save. Both fields are required; the button is disabled until both are non-empty.
4

Delete a mapping

Click the trash icon on any row to immediately delete that mapping. The table refreshes on success.

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Key concepts

When no mappings exist, the page shows “No appointment types mapped yet” with an Add Mapping action button and the note “Add a mapping so GFEs can be generated automatically.”
Deletion is a hard delete (DELETE) from pm_gfe_appointment_cpt_mapping, not a soft delete. The row is permanently removed.

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/GfeMappingConfigPage.tsx
  • src/cores/pm/hooks/useGfeAppointmentCptMapping.ts
  • src/cores/pm/types/gfe.ts