> ## 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.

# Utilization Management

> View UM metrics and manage the concurrent review worklist, including upcoming, overdue, completed, and appeal buckets.

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

## 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`.

## Who it's for

Requires the `cl.um.dashboard` permission.

## Before you start

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

## Steps

<Steps>
  <Step title="Open the UM Dashboard">
    Navigate to `/cl/utilization-management`. The four metric cards and the worklist load for the active organization.
  </Step>

  <Step title="Review metric cards">
    Observe the Pending, Overdue, Approved, and Denied counts. Overdue is highlighted in a destructive tone; Approved in success tone.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Address overdue reviews">
    Switch to the **Overdue** tab to see reviews whose `review_due_date` is in the past or whose `status === 'overdue'`.
  </Step>

  <Step title="View completed reviews">
    Switch to the **Completed** tab to see finalized reviews sorted by due date descending.
  </Step>

  <Step title="Manage appeals">
    Switch to the **Appeals** tab to see denied reviews.
  </Step>
</Steps>

## Key concepts

<AccordionGroup>
  <Accordion title="Review status buckets">
    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).
  </Accordion>

  <Accordion title="Metrics">
    `pending` counts reviews with status `pending`, `scheduled`, or `in_progress`. `approvalRate` is computed as `approved / (approved + denied) * 100`, rounded to the nearest integer.
  </Accordion>

  <Accordion title="Real-time updates">
    The page subscribes to real-time events via `useConcurrentReviewsRealtime`, so the worklist updates without a manual refresh when reviews change.
  </Accordion>

  <Accordion title="Empty state">
    When no reviews exist in a bucket, `ReviewWorklist` renders its empty state.
  </Accordion>
</AccordionGroup>

## Related

<Columns cols={2}>
  <Card title="Clinical" icon="stethoscope" href="/cl/overview">
    Overview of the Clinical 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/cl.tsx
  * src/cores/cl/pages/UMDashboardPage.tsx
  * src/cores/cl/hooks/useConcurrentReviews.ts
  * src/cores/cl/hooks/useUMMetrics.ts
</Accordion>