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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 Waitlist Management screen (/pm/waitlist) provides a tabbed interface for viewing and managing the patient waitlist queue and reviewing analytics KPIs for the current organization.

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Overview

The screen has two tabs: Queue and Analytics. The Queue tab renders the WaitlistQueue component, which queries pm_waitlist_entries joined to patient data (first_name, last_name, mrn, preferred_name), ordered by priority_score descending and added_at ascending. The Analytics tab renders the WaitlistAnalytics component, which surfaces summary KPIs computed from pm_waitlist_entries: total waitlisted, total promoted, total declined, average wait days for promoted entries, and a breakdown of current waitlisted entries by program type. The entire page is gated by PermissionGate with pm.waitlist.view.

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Who it’s for

Requires the pm.waitlist.view permission (PM_PERMISSIONS.WAITLIST_VIEW). No additional permission is checked in the page component itself for Queue actions; SME should confirm whether sub-actions within WaitlistQueue carry their own permission gates.

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Before you start

  • The pm.waitlist.view permission must be granted for the user’s role.
  • An organization must be selected; the hooks throw when no org is active.

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Steps

1

View the waitlist queue

The Queue tab is shown by default. It displays waitlist entries sorted by priority score (highest first), with ties broken by earliest added_at.
2

Review analytics

Click the Analytics tab (bar chart icon) to view KPI cards: total waitlisted, total promoted, total declined, and average wait days for promoted patients. A breakdown by program type for currently waitlisted entries is also computed.

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Key concepts

  • Total Waitlisted: count of entries with status = 'waitlisted'
  • Total Promoted: count of entries with status = 'promoted'
  • Total Declined: count of entries with status = 'declined'
  • Average wait days: mean of (promoted_at - added_at) in days, for entries with both timestamps; null when no promoted entries exist
  • By Program: count of currently waitlisted entries grouped by program_type

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/WaitlistManagementPage.tsx
  • src/cores/pm/hooks/useWaitlistEntries39.ts
  • src/cores/pm/hooks/useWaitlistAnalytics39.ts