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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 insurance payer configurations for your organization, accessible at the route /pm/payers.

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Overview

The Payer Management page displays a card-based list of insurance payers from pm_payers, scoped to the current organization. By default, only active payers are shown. Each card displays the payer name, payer type badge, electronic payer ID, and phone number. Users with pm.payers.manage permission see Edit, Activate/Deactivate, and Remove controls on each card. Supported payer types are: Commercial, Medicaid, Medicare, TRICARE, Workers’ Comp, and Other. The page provides a live search input (filters by payer name), a payer type dropdown, and a “Show inactive” toggle. Soft-deleting a payer hides it from dropdowns but does not affect existing policy references; deactivating removes it from new policy dropdowns while leaving existing policies intact.

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Who it’s for

Requires permission PM_PERMISSIONS.PAYERS_VIEW (pm.payers.view), enforced via RequirePermission in src/routes/pm.tsx. Editing, activating/deactivating, and removing payers additionally requires PM_PERMISSIONS.PAYERS_MANAGE (pm.payers.manage), gated via PermissionGate on the action controls.

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Before you start

  • Your account must hold the pm.payers.view permission to see the payer list.
  • pm.payers.manage is required to add, edit, deactivate, or remove payers.

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Steps

1

Navigate to Payer Management

Go to Practice Management → Payers (route /pm/payers). The page loads active payers for the current organization, sorted alphabetically by payer name.
2

Filter the list

Use the search input to filter by payer name, the payer type dropdown to filter by type (Commercial, Medicaid, Medicare, TRICARE, Workers’ Comp, Other), or the Show inactive toggle to include inactive payers.
3

Add a new payer

Click Add Payer (requires pm.payers.manage) to open the PayerFormDialog in create mode. Complete the form and save.
4

Edit an existing payer

Click the pencil icon on any payer card (requires pm.payers.manage) to open the PayerFormDialog in edit mode.
5

Deactivate or activate a payer

Click Deactivate or Activate on a payer card (requires pm.payers.manage). A confirmation dialog explains the impact before the action is applied.
6

Remove a payer

Click the trash icon on a payer card (requires pm.payers.manage). A confirmation dialog warns that the payer will be soft-deleted and hidden from dropdowns.

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Key concepts

The system recognizes: Commercial, Medicaid, Medicare, TRICARE, Workers’ Comp, and Other. These are stored as payer_type on the payer record and rendered as colored badges (Medicaid/Medicare = default, Commercial/TRICARE = secondary, Workers’ Comp/Other = outline).
  • Active (is_active: true): payer appears in all dropdowns.
  • Inactive (is_active: false): payer hidden from new policy dropdowns; existing policies unaffected. Visible via the “Show inactive” toggle.
  • Soft-deleted (deleted_at set): payer hidden from all dropdowns and from this list entirely. Existing policies referencing this payer are not affected.
Each payer may have an electronic_payer_id used for EDI/clearinghouse transactions. Cards display this as “Payer ID: ” or “No electronic payer ID” if absent.
When no payers match the current filters, an empty state is shown. The message adapts based on whether filters are active or no payers exist at all.

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/PayersListPage.tsx
  • src/cores/pm/hooks/usePayerList.ts
  • src/cores/pm/hooks/usePayerMutation.ts
  • src/platform/permissions/constants.ts