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Documentation Index

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The Revenue Code Mappings settings page allows administrators to create, edit, and delete mappings from procedure codes to revenue codes used in institutional claims. Route: /pm/settings/revenue-code-mappings.

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Overview

RevenueCodeMappingsPage displays a table of RevenueCodeMapping records loaded via useRevenueCodeMappings. Each row shows the source code, revenue code, and optional payer-specific override (resolved to payer name via usePayerList, or “All payers” if null). Users with pm.revenue-code-mappings.manage can create mappings via the New Mapping button, edit existing rows, or delete mappings (DELETE additionally gated server-side by admin RLS). A confirmation dialog is shown before deletion.

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Who it’s for

Requires permission pm.revenue-code-mappings.manage (PM_PERMISSIONS.REVENUE_CODE_MAPPINGS_MANAGE). Deletion is additionally gated server-side by admin RLS.

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Before you start

  • Access requires pm.revenue-code-mappings.manage permission.
  • Payer-specific overrides require payers to be configured at /pm/payers.

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Steps

1

Open Revenue Code Mappings

Navigate to Practice Management → Settings → Revenue Code Mappings, or go to /pm/settings/revenue-code-mappings.
2

Review existing mappings

The table lists all current mappings with source code, revenue code, and payer scope (payer name or “All payers”).
3

Create a new mapping

Click New Mapping to open RevenueCodeMappingFormDialog. Enter the source procedure code, revenue code, and optionally select a payer for a payer-specific override.
4

Edit an existing mapping

Click the edit action on a row to reopen RevenueCodeMappingFormDialog pre-populated with the existing mapping.
5

Delete a mapping

Click the delete action on a row. Confirm the deletion in the confirmation dialog. Deletion is also gated server-side by admin RLS.

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Key concepts

  • Payer-specific override — a mapping with a payer_id applies only to claims for that payer; a mapping with no payer applies to all payers.
  • Revenue code — the UB-04 revenue code assigned to institutional claims generated from matching procedure codes.

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/RevenueCodeMappingsPage.tsx
  • src/cores/pm/hooks/useRevenueCodeMappings.ts
  • src/cores/pm/hooks/usePayerList.ts
  • src/platform/permissions/constants.ts