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Documentation Index

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

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The Intake Matching page at /pm/intake-matching displays the automated provider-matching log and allows authorized coordinators to override match decisions and manage matching settings.

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Overview

The page loads a paginated list of match log entries from the pm_appointment_match_log table via useMatchLogList. Records can be filtered by override-only flag and date range. Selecting a row opens the Coordinator Override Dialog, which lets a coordinator with pm.intake_match.override permission reassign or override the automated match result. Users with pm.intake_match.configure permission additionally see the Intake Match Settings Card, where matching rules can be configured. The page uses a default page size of 25 rows.

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Who it’s for

Requires pm.intake_match.view (PM_PERMISSIONS.INTAKE_MATCH_VIEW). Override actions additionally require pm.intake_match.override (checked via PermissionGate in the page). Settings configuration requires pm.intake_match.configure.

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Before you start

  • Your role must include pm.intake_match.view.
  • Match log rows are created by the automated matching process; the table must contain entries for the selected filters to show data.

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Steps

1

Open the Intake Matching page

Navigate to /pm/intake-matching. The page loads the most recent 25 match log entries.
2

Filter the log

Use the Match Log Filters control to narrow results by date range or to show override-only entries.
3

Review match entries

The match log table displays entries ordered newest-first. Each row represents one automated matching decision.
4

Override a match (coordinators)

Click a row to open the Coordinator Override Dialog. Complete the override form to record a manual reassignment. Requires pm.intake_match.override.
5

Configure matching settings (admins)

Users with pm.intake_match.configure see the Intake Match Settings Card below the table to adjust matching rules.

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Key concepts

Match log — Each row in pm_appointment_match_log records one automated match event, scoped to the current organization. The coordinator_override boolean field marks entries that were manually corrected. Coordinator override — A manual correction to an automated match decision, recorded in the same log row. Requires pm.intake_match.override.
When the filtered query returns no rows, the table renders an empty state. Adjust the date range or remove the override-only filter to broaden the result set.

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/IntakeMatchingPage.tsx
  • src/cores/pm/hooks/useMatchLog.ts
  • src/platform/permissions/constants.ts