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This page lists and manages for the organization and is reached at /pm/gfe.

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Overview

The page lists all GFEs from pm_good_faith_estimates joined with patient names from pm_patients, ordered by estimate_date descending. Each card shows the patient name (Last, First format), a status badge, the estimate date, total estimated amount, and whether an appointment is linked (“Scheduled”) or the GFE is pre-booking. Users with pm.gfe.create permission see a Create GFE button that opens the GfeCreateDialog.

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Who it’s for

Requires permission: PM_PERMISSIONS.GFE_VIEW (pm.gfe.view). Creating new GFEs additionally requires pm.gfe.create.

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Before you start

  • You must hold the pm.gfe.view permission.
  • Patient records must exist in Practice Management before a GFE can be created for them.

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Steps

1

Open Good Faith Estimates

Navigate to Practice Management → GFE or go directly to /pm/gfe. The full list loads ordered by most recent estimate date.
2

Filter by status

Use the Status dropdown to filter the list. Options are: All Statuses, Draft, Delivered, Acknowledged, and Superseded.
3

Review estimate cards

Each card shows the patient name, status badge, estimate date, total estimated amount, and scheduling context (Scheduled or Pre-booking).
4

Open a GFE

Click any card to navigate to /pm/gfe/:gfeId for the full estimate detail.
5

Create a GFE (if permitted)

Click Create GFE in the page header to open the GfeCreateDialog. Complete the required fields and submit. The list refreshes on success.

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Key concepts

Four statuses are defined: draft (outline badge), delivered (default), acknowledged (secondary), and superseded (destructive). A superseded GFE has been replaced by a newer estimate.
If a GFE has no linked appointment_id, it displays as “Pre-booking.” If an appointment is linked, it displays as “Scheduled.”
When no estimates match the active filter, the page shows “No estimates match the filters” with the prompt to broaden filter criteria. When no estimates exist at all, it shows “No good faith estimates yet” with a Create GFE action.

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Viewing a good faith estimate

The GFE Details screen displays a single Good Faith Estimate record with its itemized service lines and lifecycle actions at route /pm/gfe/:gfeId (permission: pm.gfe.view). Delivering and acknowledging requires pm.gfe.create. Filing a dispute requires pm.gfe.manage. The page loads a GFE via useGfeDetail, with the breadcrumb showing the patient’s name from joined pm_patients. The header shows the patient name in the description and a status badge. An Estimate Summary card displays: estimate date, total estimated amount, delivery method, and delivered-at timestamp. The Itemized Services table lists each GfeItem with CPT code, description, quantity, unit rate, and total. Status-action buttons (gated by permissions) allow: Mark as Delivered (pm.gfe.create, draft status) via GfeDeliverDialog; Record Acknowledgment (pm.gfe.create, delivered status) via acknowledgeGfe mutation; and File Dispute (pm.gfe.manage) via GfeFileDisputeDialog.
  1. From the GFE list (/pm/gfe), click a row to open its detail page.
  2. The Estimate Summary card shows the estimate date, total estimated amount, delivery method, and delivery timestamp.
  3. The Itemized Services table lists each line item with CPT code, description, quantity, unit rate, and total.
  4. Click Mark as Delivered (draft status, requires pm.gfe.create) to open the delivery dialog.
  5. Click Record Acknowledgment (delivered status, requires pm.gfe.create) to confirm patient receipt.
  6. Click File Dispute (requires pm.gfe.manage) to open the dispute dialog and create a linked GFE dispute record.

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/GfeListPage.tsx
  • src/cores/pm/hooks/useGfeList.ts
  • src/cores/pm/types/gfe.ts
  • src/cores/pm/pages/GfeDetailPage.tsx
  • src/cores/pm/hooks/useGfeDetail.ts
  • src/cores/pm/hooks/useGfeMutation.ts