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 Payment Plan Reporting page (/pm/payment-plan-reporting) provides a KPI summary and charts for monitoring the health of patient payment plans across the organization.

​
Overview

The page displays four KPI cards: Active Plans (count of plans with status = 'active'), Compliance Rate (completed plans as a percentage of completed plus defaulted plans), Avg Collection Period (placeholder — currently always 0), and Total Outstanding (sum of remaining_balance across active plans). Below the KPI cards, two charts are shown side-by-side: an Aging Tier Distribution horizontal bar chart and a Payment Plan Compliance Trend line chart. All data is scoped to the current organization and loaded via usePaymentPlanDashboard.

​
Who it’s for

Requires permission: pm.payment-plans.report (PM_PERMISSIONS.PAYMENT_PLANS_REPORT) at the route level.

​
Before you start

  • Your account must have the pm.payment-plans.report permission to reach the page.
  • Payment plan records must exist in the system before KPIs will show meaningful values; with no plans, all cards show zero.

​
Steps

1

Navigate to Payment Plan Reporting

Go to /pm/payment-plan-reporting. KPI cards load automatically for the current organization.
2

Review KPI cards

Check Active Plans, Compliance Rate, Avg Collection Period, and Total Outstanding at a glance.
3

Analyze Aging Tier Distribution

The horizontal bar chart breaks active plans across aging tiers (current, 30-day, 60-day, 90-day, 120-plus). Hover a bar for the count.
4

Review the Compliance Trend chart

The line chart shows the compliance rate over the most recent six months. Hover a data point to see the percentage for that month.

​
Key concepts

Computed as: completed / (completed + defaulted) * 100. When no completed or defaulted plans exist, the rate defaults to 100%.
Plans are distributed across five aging buckets: current, 30-day, 60-day, 90-day, and 120-plus. The exact tier labels come from AGING_TIER_LABELS in the payment-plans-collections types.
While data is loading, each KPI card and chart displays a skeleton placeholder. When data returns with zero active plans, all KPI values show as zero and the aging chart renders empty bars.

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/PaymentPlanReportingPage.tsx
  • src/cores/pm/hooks/usePaymentPlanDashboard.ts
  • src/platform/permissions/constants.ts