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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.

This screen is the Utilization Management landing dashboard at route /cl/utilization-management.

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Overview

The UM Dashboard displays four metric cards — Pending, Overdue, Approved, and Denied — computed from useUMMetrics against the cl_concurrent_reviews table. The page subscribes to real-time updates via useConcurrentReviewsRealtime. Below the metrics, a ReviewWorklist component is rendered in a four-tab layout: Upcoming (non-overdue, non-completed reviews sorted by due date ascending), Overdue (reviews past their due date), Completed (reviews with status === 'completed' | 'submitted' or a determination set), and Appeals (reviews with determination === 'denied'). Each tab shows a count badge. The active tab is persisted in the URL via useTabUrlState.

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Who it’s for

Requires the cl.um.dashboard permission.

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Before you start

  • You must hold the cl.um.dashboard permission.
  • Concurrent review records must exist for the active organization in cl_concurrent_reviews.

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Steps

1

Open the UM Dashboard

Navigate to /cl/utilization-management. The four metric cards and the worklist load for the active organization.
2

Review metric cards

Observe the Pending, Overdue, Approved, and Denied counts. Overdue is highlighted in a destructive tone; Approved in success tone.
3

Work the Upcoming tab

The default Upcoming tab lists reviews that are neither completed nor overdue, sorted earliest due date first. Click a row to open the concurrent review detail page.
4

Address overdue reviews

Switch to the Overdue tab to see reviews whose review_due_date is in the past or whose status === 'overdue'.
5

View completed reviews

Switch to the Completed tab to see finalized reviews sorted by due date descending.
6

Manage appeals

Switch to the Appeals tab to see denied reviews.

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Key concepts

Reviews are classified into buckets client-side: isCompleted (status is completed, submitted, or a determination is set), isOverdue (not completed and status === 'overdue' or due date is past), and isUpcoming (neither completed nor overdue).
pending counts reviews with status pending, scheduled, or in_progress. approvalRate is computed as approved / (approved + denied) * 100, rounded to the nearest integer.
The page subscribes to real-time events via useConcurrentReviewsRealtime, so the worklist updates without a manual refresh when reviews change.
When no reviews exist in a bucket, ReviewWorklist renders its empty state.

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/UMDashboardPage.tsx
  • src/cores/cl/hooks/useConcurrentReviews.ts
  • src/cores/cl/hooks/useUMMetrics.ts