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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.

The Practice Management overview is the landing page for the PM core, displaying module navigation, quick actions, and live summary statistics. The route /pm redirects to /pm/overview. Canonical landing route: /pm/overview.

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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.

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Who it’s for

No explicit permission gate on this route.

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Before you start

  • This is the module landing page. Sub-module access is controlled by individual route permissions.

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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.

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/PMOverview.tsx
  • src/cores/pm/hooks/usePatientList.ts
  • src/cores/pm/hooks/usePayerList.ts
  • src/cores/pm/hooks/useAppointmentList.ts