> ## 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.

# Sliding Fee Schedules

> Manage Federal Poverty Level–based discount schedules for patient financial assistance programs at /pm/sliding-fee-schedules.

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

## 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.

## Who it's for

Requires permission: `pm.sfds.view`

The **Create Schedule** button, edit, and delete actions additionally require `pm.sfds.manage`.

## 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.

## Steps

<Steps>
  <Step title="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).
  </Step>

  <Step title="Review existing schedules">
    Each card shows the schedule name, active/inactive status, effective date range, number of FPL discount tiers, and nominal charge amount.
  </Step>

  <Step title="Create a new schedule">
    Click **Create Schedule** (requires `pm.sfds.manage`) in the page header. The `SlidingFeeScheduleFormDialog` opens with a blank form.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Key concepts

<AccordionGroup>
  <Accordion title="Empty and error states">
    * **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.
  </Accordion>
</AccordionGroup>

<Tooltip tip="Federal Poverty Level — a measure of income issued annually by the Department of Health and Human Services, used to determine eligibility for assistance programs.">FPL</Tooltip> 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.

## Related

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

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index">
    Documentation coverage and governance.
  </Card>
</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/SlidingFeeScheduleListPage.tsx
  * src/cores/pm/hooks/useSlidingFeeScheduleList.ts
  * src/cores/pm/hooks/useSlidingFeeScheduleMutation.ts
  * src/platform/permissions/constants.ts
</Accordion>