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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 Authorization Detail screen (Managed Care Authorization Tracking) displays a single authorization record with its unit utilization and tabbed sub-resources at route /pm/managed-care-auth/:id.

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Overview

The page loads an authorization via useAuthorizationDetail47, displaying the auth_number, auth_type, status, and an urgency badge derived from days remaining until expiration_date. Two summary cards show Authorization Details (patient name, payer, service type, effective/expiration dates, notes) and Unit Utilization (a progress bar comparing used_units to authorized_units). Three tabs — Reviews, Appeals, and Activity — allow users to record concurrent reviews, manage appeals, and view a combined activity timeline. Mutations for creating and updating reviews and appeals are provided via inline callbacks passed to each tab component.

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Who it’s for

Requires permission PM_PERMISSIONS.MANAGED_CARE_AUTH_VIEW (enforced via RequirePermission in the route definition).

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Before you start

  • You need the pm.managed_care_auth.view permission to access this page.
  • The authorization must exist in your organization.

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Steps

1

Open an authorization

From the Managed Care Authorizations dashboard (/pm/managed-care-auth), click a row to open its detail page.
2

Review summary cards

The Authorization Details card shows patient, payer, service type, effective and expiration dates, and notes. The Unit Utilization card shows used vs. authorized units with a visual bar.
3

Manage concurrent reviews

Select the Reviews tab to view existing concurrent reviews and add new review entries.
4

Manage appeals

Select the Appeals tab to view and submit authorization-level appeals.
5

View activity

Select the Activity tab for a combined timeline of reviews and appeals.

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Key concepts

TermMeaning in code
auth_numberAuthorization number assigned by the payer
auth_typeType of authorization (values from payer; SME confirm)
used_units / authorized_unitsUnits consumed vs. units approved
unit_typeThe unit of measure for the authorization
expiration_dateDate after which the authorization is no longer valid
daysRemainingComputed: (expiration_date - now) / ms_per_day; drives urgency badge

Practice Management

Practice Management core overview.

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/AuthorizationDetailPage47.tsx
  • src/cores/pm/hooks/useAuthorizationDetail47.ts
  • src/cores/pm/hooks/useConcurrentReviews47.ts
  • src/cores/pm/hooks/useAuthAppeals47.ts