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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.

This page lists and manages OTP (Opioid Treatment Program) billing configurations for your organization at the route /pm/otp-programs.

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Overview

The OTP Programs page displays an org-scoped table of opioid treatment program billing configurations sourced from the pm_otp_programs table. Each program record includes a name, billing frequency, effective date range, and a derived status (Active or Expired). Status is computed in the browser: a program is Active when effective_to is null or in the future, and Expired when effective_to is a past date. Programs are sorted alphabetically by name. Users with the pm.otp.manage permission see an Add Program button; all other users with view access see the table in read-only mode.

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Who it’s for

Requires permission PM_PERMISSIONS.OTP_VIEW (pm.otp.view), enforced via RequirePermission in src/routes/pm.tsx. Within the page, the Add Program action additionally requires pm.otp.manage (checked via useHasPermission).

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Before you start

  • Your account must be assigned the pm.otp.view permission.
  • At least one OTP program must exist in your organization for the table to be populated; otherwise an empty state is shown with an optional Add Program prompt (visible to users with pm.otp.manage).

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Steps

1

Navigate to OTP Programs

Go to Practice Management → OTP Programs (route /pm/otp-programs). The table loads all programs for the current organization, sorted by name.
2

Review program details

The table columns are: Program Name, Frequency (badge), Effective From, Effective To (displays “Ongoing” when null), and Status (Active / Expired badge).
3

Open a program for editing

Click any program name (rendered as a link button) to open the OtpProgramDialog in edit mode. Requires pm.otp.manage.
4

Add a new program

Click Add Program (visible only with pm.otp.manage) to open the dialog in create mode.

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Key concepts

Status is derived client-side from effective_to: null or a future date = Active; a past date = Expired. There is no separate status field in pm_otp_programs.
When no programs exist for the organization, an empty state is displayed with the message “No OTP programs yet — Create an OTP program to start managing MAT-specific billing.” The Add Program action is shown only if the user holds pm.otp.manage.

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/OtpProgramsListPage.tsx
  • src/cores/pm/hooks/usePmOtpPrograms.ts
  • src/cores/pm/types/otp.ts
  • src/platform/permissions/constants.ts