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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

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The Site Billing Configuration page lists billing profiles for each organizational site and is accessible at the route /pm/site-billing.

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Overview

The Site Billing Configuration page presents a sortable data table of billing profiles joined from pm_site_billing_config and pf_sites. Each row displays the site name (as a clickable link), masked billing NPI (last 4 digits), masked tax ID (last 4 digits), billing address, and default place-of-service (POS) code. The table is initially sorted by site name ascending. Clicking a site name row or the Configure Site button opens a modal dialog containing the SiteBillingProfileWizard, which supports both creating a new configuration and editing an existing one. The dialog opens with a deferred animation frame to avoid portal conflicts. Users with pm.sites_billing.manage see the Configure Site button and can access the wizard; users with only view permission see the list but cannot edit.

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Who it’s for

Requires permission: pm.sites_billing.view The Configure Site button and edit wizard additionally require pm.sites_billing.manage.

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Before you start

  • You must hold pm.sites_billing.view to access this page.
  • Sites must be configured in the platform (pf_sites) before billing profiles can be assigned. An empty state is shown when no configurations exist.

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Steps

1

Navigate to Site Billing

Go to /pm/site-billing. The table loads all site billing configurations for your organization ordered by site name.
2

Review existing configurations

Each row shows the site name, masked billing NPI, masked tax ID, billing address, and default POS code. NPI and Tax ID show only the last 4 digits for security.
3

Configure a new site

Click Configure Site (requires pm.sites_billing.manage). The SiteBillingProfileWizard opens in a modal dialog.
4

Edit an existing site

Click the site name link in any row to open the SiteBillingProfileWizard pre-filled with that site’s billing profile.
5

Save the configuration

Complete all required fields in the wizard and save. The dialog closes and the table refreshes via the useSiteBillingConfigList query.

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Key concepts

“No sites configured — Configure billing details for your organization’s sites to enable site-specific claim generation.”
Billing NPI (National Provider Identifier) and Tax ID are stored in full in the database but displayed masked with the last 4 digits visible (•••1234). The default POS code corresponds to the place-of-service code used on claims generated for that site.

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/SiteBillingConfigListPage.tsx
  • src/cores/pm/hooks/useSiteBillingConfigList.ts
  • src/platform/permissions/constants.ts