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Documentation Index

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The Payment Plan Details page displays a single patient payment plan record, including financial summary and installment schedule. Route: /pm/payment-plans/:planId.

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Overview

PaymentPlanDetailPage loads a plan via usePaymentPlanDetail keyed by planId. It displays a three-column summary grid with Total Amount, installment frequency, and status badge (using PAYMENT_PLAN_STATUS_VARIANT and PAYMENT_PLAN_STATUS_LABELS). The start date is shown in the page header. Breadcrumbs link back to /pm/payment-plans. Content is gated by pm.payment_plans.view. Note: A separate payment plan detail page exists at /pm/patient-payment-plans/:planId for the PM-45 collections workflow, which includes installment timeline and action controls.

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Who it’s for

Requires permission pm.payment_plans.view (PM_PERMISSIONS.PAYMENT_PLANS_VIEW), applied via PermissionGate inside the component.

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Before you start

  • Access this page from the payment plans list at /pm/payment-plans.

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Steps

1

Open the payment plan

Navigate to Practice Management → Payment Plans, select a plan, or go to /pm/payment-plans/:planId.
2

Review plan summary

The summary shows total amount, installment frequency, start date, and current status badge.

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Key concepts

  • Payment plan status — displayed using PAYMENT_PLAN_STATUS_LABELS and badge variant from PAYMENT_PLAN_STATUS_VARIANT.
  • Frequency — installment schedule interval as defined in PAYMENT_PLAN_FREQUENCY_LABELS.

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/PaymentPlanDetailPage.tsx
  • src/cores/pm/hooks/usePaymentPlans.ts
  • src/cores/pm/types/statement-billing.ts