> ## 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.

# Practice Management

> The Practice Management overview is the landing page for the PM core, displaying module navigation, quick actions, and live summary statistics.

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`.

## 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

<Steps>
  <Step title="Navigate to Practice Management">
    Go to `/pm` or select **Practice Management** from the main navigation. You will be redirected to `/pm/overview`.
  </Step>

  <Step title="Review summary statistics">
    The overview shows live counts for active patients, active payers, and today's appointments.
  </Step>

  <Step title="Navigate to a sub-module">
    Use the navigation area cards to jump to Patients, Scheduling, Claims, Billing, Revenue Cycle, or other functional areas.
  </Step>

  <Step title="Use quick actions">
    The quick actions section displays configurable shortcuts for common tasks. Actions can be customized per organization.
  </Step>
</Steps>

## Related

<Columns cols={2}>
  <Card title="Practice Management" icon="briefcase" href="/pm/overview">
    Practice Management core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="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
</Accordion>