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The Payment Details page displays a single payment record and its application lines, with an action to post pending payments. Route: /pm/payments/:paymentId.

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Overview

PaymentDetailPage loads the payment via usePaymentDetail and its application lines via usePaymentApplicationList. The dynamic breadcrumb is set to payment_number. Status, type, payment method, and application type are rendered using label maps from src/cores/pm/types/payments.ts. A Post Payment button is shown when status is pending or partial, gated by PM_PERMISSIONS.PAYMENTS_POST. Two tabs are available: one for payment summary details and one for the application lines table.

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Who it’s for

Requires permission pm.payments.view (PM_PERMISSIONS.PAYMENTS_VIEW). Posting requires pm.payments.post.

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Before you start

  • Access this page from the payments list at /pm/payments.
  • Only payments with status pending or partial can be posted.

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Steps

1

Open the payment record

Navigate to Practice Management → Payments, select a payment from the list, or go directly to /pm/payments/:paymentId.
2

Review payment summary

The summary tab shows payment number, type, status, method, and application type using standardized labels.
3

Review application lines

Switch to the applications tab to view how the payment has been applied across claims or accounts.
4

Post the payment (if eligible)

If the payment status is pending or partial, the Post Payment action is available for users with pm.payments.post permission.

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Key concepts

  • Payment status — pending, partial, and other statuses as defined in PAYMENT_STATUS_LABELS; only pending and partial enable the post action.
  • Application lines — records linking portions of a payment to specific claims or balances.

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/PaymentDetailPage.tsx
  • src/cores/pm/hooks/usePaymentDetail.ts
  • src/cores/pm/hooks/usePaymentApplicationList.ts
  • src/cores/pm/types/payments.ts