Skip to main content

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.

Feature ID: PM-24
Version: 1.0
Status: ✅ Complete
Created: 2026-03-01

​
Integration Summary

PM-24 is PM-internal only — it does not introduce cross-core dependencies. All batch operations consume existing PM entities (charges, claims, eligibility checks) and write to the new pm_batch_jobs audit table.

​
Integration Points

FromToPatternDescription
PM-24PM-07 (Charges)Data (same core)Batch claim generation reads approved charges; batch charge approval updates charge status
PM-24PM-08 (Claims)Data (same core)Batch claim generation creates claims/lines; batch submission transitions claim status
PM-24PM-02 (Eligibility)Data (same core)Batch eligibility creates pm_eligibility_checks records
PM-24PM-15 (Clearinghouse)Data (same core)Batch submission uses clearinghouse adapter pattern
PM-24PF-30 (Permissions)Platform Layer4 permission keys: pm.batch.claim_generate/submit/eligibility/charge_approve

​
Data Flow

User selects items (charges/claims/appointments)
  → BatchSelectionToolbar validates count ≤ batch_size_max
    → Batch hook creates pm_batch_jobs row (status: pending)
      → Sequential processing with progress tracking
        → pm_batch_jobs updated (processed_count, error_count, errors, status)
          → BatchProgressDialog shows results

​
Database Entities

  • pm_batch_jobs — Audit/progress tracking (no DELETE policy)
  • pm_module_settings.batch_size_max — Max items per batch (default 200)
  • pm_module_settings.batch_async_threshold — Async threshold (default 50)

​
Security

  • RLS via pm_has_org_access() (SELECT, INSERT, UPDATE with WITH CHECK)
  • organization_id immutability trigger
  • FORCE ROW LEVEL SECURITY enabled
  • Error messages sanitized before persisting to pm_batch_jobs.errors

​
Deferred

  • Edge function async execution for large batches
  • Real-time progress via Supabase Realtime subscriptions
  • Scheduled/cron batch operations