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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 Sliding Fee Schedules page lists all FPL-based discount schedules for the organization and is accessible at the route /pm/sliding-fee-schedules.

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Overview

The Sliding Fee Schedules page displays org-wide discount schedules as a card list, ordered by effective date descending. Each card shows the schedule name, active/inactive badge, effective date range, number of FPL tiers, and nominal charge amount (if set). Cards are clickable to open the edit dialog. Users with pm.sfds.manage see an action menu on each card offering Edit and Delete options. Active schedules cannot be deleted — the delete option is disabled and labeled “Cannot delete active.” Deleting a schedule triggers a confirmation dialog. The useSlidingFeeScheduleMutation hook enforces a single-active-schedule constraint: activating a schedule automatically deactivates all other schedules for the organization.

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Who it’s for

Requires permission: pm.sfds.view The Create Schedule button, edit, and delete actions additionally require pm.sfds.manage.

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Before you start

  • You must hold pm.sfds.view to access this page.
  • To create a schedule, you additionally need pm.sfds.manage.
  • Only one schedule can be active at a time per organization.

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Steps

1

Navigate to Sliding Fee Schedules

Go to /pm/sliding-fee-schedules. The page loads all schedules for your organization ordered by effective date (most recent first).
2

Review existing schedules

Each card shows the schedule name, active/inactive status, effective date range, number of FPL discount tiers, and nominal charge amount.
3

Create a new schedule

Click Create Schedule (requires pm.sfds.manage) in the page header. The SlidingFeeScheduleFormDialog opens with a blank form.
4

Edit a schedule

Click any schedule card (or the Edit option in the action menu) to open the SlidingFeeScheduleFormDialog pre-filled with that schedule’s data.
5

Activate a schedule

In the edit dialog, set the schedule to active. This will deactivate any currently active schedule for the organization before activating the selected one.
6

Delete an inactive schedule

Open the action menu on an inactive schedule card and select Delete. A confirmation dialog asks for approval before the schedule is permanently removed.

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Key concepts

  • Empty list: “No sliding fee schedules yet — Create a schedule to define discount tiers based on Federal Poverty Level.”
  • Load error: “Unable to load schedules. Please try again.” shown in a card.
brackets define the income tiers for discount calculation. The number of tiers is rendered from parseFplBrackets(schedule.fpl_brackets).length. The nominal charge amount is the minimum charge floor shown on cards when schedule.nominal_charge_amount is set. Only one sliding fee schedule can be active per organization at a time. Attempting to activate a second schedule will automatically deactivate the current active one.

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/SlidingFeeScheduleListPage.tsx
  • src/cores/pm/hooks/useSlidingFeeScheduleList.ts
  • src/cores/pm/hooks/useSlidingFeeScheduleMutation.ts
  • src/platform/permissions/constants.ts