/pm redirects to /pm/overview. Canonical landing route: /pm/overview.
Overview
PMOverview renders an OverviewPageWrapper with refresh keys ['pm']. It displays a PageHeader with title “Practice Management” and a Stethoscope icon. Live stat counts are loaded via usePatientList (active patients), usePayerList (active payers), and useAppointmentList (today’s appointments). Navigation areas link to functional sub-modules. Quick actions are loaded via QuickActionsSection in both mode (global + module), limited to 3 global and 6 module actions, editable per organization.
Who it’s for
Access follows your organization’s role and module configuration. ## Before you start- This is the module landing page. Sub-module access is controlled by individual route permissions.
Steps
1
Navigate to Practice Management
Go to
/pm or select Practice Management from the main navigation. You will be redirected to /pm/overview.2
Review summary statistics
The overview shows live counts for active patients, active payers, and today’s appointments.
3
Navigate to a sub-module
Use the navigation area cards to jump to Patients, Scheduling, Claims, Billing, Revenue Cycle, or other functional areas.
4
Use quick actions
The quick actions section displays configurable shortcuts for common tasks. Actions can be customized per organization.
Related
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.
Documentation sources
Documentation sources
- src/routes/pm.tsx
- src/cores/pm/pages/PMOverview.tsx
- src/cores/pm/hooks/usePatientList.ts
- src/cores/pm/hooks/usePayerList.ts
- src/cores/pm/hooks/useAppointmentList.ts