Skip to main content

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.

The Patient Details page is the central record for an individual patient, providing tabbed access to demographics, contact information, insurance, and financial data. Route: /pm/patients/:patientId.

​
Overview

PatientDetailPage reads patientId from the route and loads data via usePatientDetail, useChartByPatientIdentity, and usePatientIdentifierConfig. The dynamic breadcrumb is set to the patient’s full name once loaded. Eight tabs are available, controlled by URL state (tab param):
  • demographics — core patient fields, edit via EditPatientDemographicsDialog
  • addresses — physical and mailing addresses via PatientAddressFormDialog
  • contacts — emergency contacts via EmergencyContactFormDialog
  • guarantors — financial guarantors via GuarantorFormDialog
  • insurance — insurance coverages via PatientInsuranceList
  • financial — financial assessments via PatientFinancialAssessmentList
  • transfers — site billing transfers via PatientSiteTransferSection
  • lead-history — intake/lead history via PatientLeadHistory

​
Who it’s for

Requires permission pm.patients.view (PM_PERMISSIONS.PATIENTS_VIEW). Merge-related actions additionally require pm.patients.merge.

​
Before you start

  • Patient must be registered; access via /pm/patients list.
  • Editing and deleting contact records requires appropriate edit/delete permissions gated by PermissionGate.

​
Steps

1

Open the patient record

Navigate to Practice Management → Patients, search for the patient, and click their name. Alternatively, go to /pm/patients/:patientId directly.
2

Review demographics

The Demographics tab (default) shows core patient identifiers, status badge, and identifier fields. Click Edit to open the demographics dialog (requires edit permission).
3

Manage addresses

Switch to the Addresses tab to view, add, or remove physical and mailing addresses.
4

Manage emergency contacts and guarantors

Use the Contacts and Guarantors tabs to add, edit, or remove records via their respective dialogs.
5

Review insurance and financial data

The Insurance and Financial tabs display coverage and financial assessment records for this patient.
6

View site transfers and lead history

Use Transfers and Lead History tabs for operational and intake tracking information.

​
Key concepts

  • Patient status — displayed as a badge; values observed in code: active, inactive, discharged, deceased.
  • Chart linkage — useChartByPatientIdentity links the patient record to a clinical chart via patient_identity_id.
  • Tab URL state — the active tab is persisted in the URL tab query parameter for shareable deep links.

Practice Management

Practice Management core overview.

Governance & parity

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/PatientDetailPage.tsx
  • src/cores/pm/hooks/usePatientDetail.ts
  • src/cores/pm/hooks/usePatientIdentifierConfig.ts
  • src/platform/permissions/constants.ts