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The Encounter Review screen (/cl/group-encounter-review) lists generated encounter records from the cl_group_encounter_generations table and allows reviewers to approve or reject them individually or in bulk.

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Overview

The page uses useGroupEncounterGenerationList to fetch records scoped to the current organization, defaulting to pending_review status. A status filter dropdown allows switching to any GenerationStatus or All Statuses. Users with cl.group-encounter-generation.approve permission see checkboxes and individual Approve/Reject buttons per pending row, plus a Approve Selected (n) bulk action that opens BulkApproveConfirmDialog. Users with cl.group-encounter-generation.edit can edit the proposed_cpt_code and duration_minutes of a pending record via EditEncounterGenerationDialog. Rejected records show a truncated rejection reason in the Actions column. A ReconciliationSummary component renders above the table.

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Who it’s for

Requires permission cl.group-encounter-generation.view. Approval actions additionally require cl.group-encounter-generation.approve; edit actions require cl.group-encounter-generation.edit.

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Before you start

  • You must hold cl.group-encounter-generation.view.
  • An organization must be selected; the hook will not fetch without organization_id.
  • Encounter generation records are created upstream (outside this screen); this screen is for review only.

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Steps

1

Open Encounter Review

Navigate to /cl/group-encounter-review. The list loads filtered to pending_review by default.
2

Filter by status

Use the Filter by status dropdown to select All Statuses or any specific GenerationStatus value. Changing the filter clears the current selection.
3

Review the reconciliation summary

The ReconciliationSummary card above the table displays aggregate counts for the loaded records.
4

Select pending records for bulk approval

Check individual rows or use the header checkbox to select all pending records. The Approve Selected (n) button appears in the filter bar when at least one record is selected.
5

Approve a single record

Click the green Approve (CheckCircle2) button on a pending_review row. The row is removed from the selection set on success.
6

Edit a pending record (if permitted)

Click the Edit (pencil) button to open EditEncounterGenerationDialog. Update proposed_cpt_code or duration_minutes and confirm.
7

Reject a record

Click the red Reject (XCircle) button to open RejectEncounterGenerationDialog. Enter a rejection reason and confirm. The reason (up to 30 characters) is shown in the Actions column of the rejected row.
8

Bulk approve

With records selected, click Approve Selected (n) and confirm in BulkApproveConfirmDialog. All selected IDs are approved in a single mutation.

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Key concepts

The filter exposes values from GENERATION_STATUS_OPTIONS (imported from src/cores/cl/types/group-encounter-generation). The default view is pending_review. Only pending_review rows display action buttons and checkboxes.
Each row shows an attendance_status badge (outline variant, capitalized, underscores replaced with spaces) pulled from the generation record.
When no records match the current filter, the page shows “No encounter generations” with a contextual description distinguishing between an empty all filter and an empty status-specific filter.

Clinical

Overview of the Clinical 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/cl.tsx
  • src/cores/cl/pages/GroupEncounterGenerationBatchReviewPage.tsx
  • src/cores/cl/hooks/useGroupEncounterGenerations.ts