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The Batch screen displays read-only details for a single clearinghouse transaction batch at route /pm/clearinghouse/batches/:id.

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Overview

The page loads a batch record via useTransactionBatchDetail. It displays two info cards: Batch Information (status badge, transaction type, direction, record count, file name, clearinghouse name from joined pm_clearinghouse_config) and Timeline (created, submitted, and acknowledged timestamps). If the batch has an errors field, a third card renders the JSON payload in a scrollable pre-formatted block. The page is read-only — no mutation actions are available. The status badge uses destructive styling for error and rejected states, default styling for accepted, and outline for other states.

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Who it’s for

Requires permission PM_PERMISSIONS.CLAIMS_VIEW (enforced via RequirePermission in the route definition for /pm/clearinghouse/batches/:id).

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Before you start

  • You need the pm.claims.view permission.
  • Navigate here from the Clearinghouse Batches list (/pm/clearinghouse/batches).

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Steps

1

Open a batch record

From the Clearinghouse Batches list, click a row to open the batch detail page.
2

Review batch information

The Batch Information card shows status, transaction type, direction (inbound/outbound), record count, file name, and associated clearinghouse name.
3

Review timeline

The Timeline card shows when the batch was created, submitted to the clearinghouse, and acknowledged.
4

Review errors (if present)

If the batch has errors, a Errors card renders the raw JSON payload for investigation.

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Key concepts

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/TransactionBatchDetailPage.tsx
  • src/cores/pm/hooks/useTransactionBatch.ts