> ## 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.

# Batch History

> View the history and results of batch operations (claim generation, claim submission, eligibility checks, charge approval) run for your organization.

The Batch History screen (`/pm/batch-history`) shows a chronological list of batch jobs run against charges, claims, and eligibility for the current organization.

## Overview

The Batch History screen lists all batch jobs for the organization, ordered by start time (most recent first). Each row shows the job type, current status, total record count, processed count, error count, and start timestamp. Clicking any row opens a detail sheet with additional information. Users with the `pm.batch.claim_generate` permission also see a "Run batch operation" button that launches the Batch Operation Wizard for initiating new batch runs.

When no batch jobs exist, the screen displays an empty state explaining that batch history appears when batch actions are run from the charges, claims, or appointments views.

## Who it's for

Requires the `pm.batch.claim_generate` permission. This permission gates both the route and the "Run batch operation" action button.

## Before you start

* You must hold the `pm.batch.claim_generate` permission.
* Batch jobs are initiated from the Charge Capture (`/pm/charges`), claims, or appointments views. This screen is read-only history; new jobs are started elsewhere (or via the wizard launched from this page).

## Steps

<Steps>
  <Step title="Open Batch History">
    Navigate to `/pm/batch-history`. The screen loads all batch jobs for your organization, newest first.
  </Step>

  <Step title="Review job status">
    Each job row shows: job type label, status badge (Pending, In Progress, Completed, Partial, Failed), total count, processed count, error count (shown in a destructive color when non-zero), and start timestamp.
  </Step>

  <Step title="Inspect a job">
    Click any row to open the Batch Job Detail Sheet, which provides further detail about the selected job.
  </Step>

  <Step title="Run a new batch operation (if permitted)">
    Click "Run batch operation" in the page header to open the Batch Operation Wizard. This button is only visible to users with the `pm.batch.claim_generate` permission.
  </Step>
</Steps>

## Key concepts

<Tooltip tip="Processing a set of records together in one operation rather than one at a time">Batch operation</Tooltip> — groups of charges, claims, or eligibility checks processed together.

Job types visible in the list: **Claim Generation**, **Claim Submission**, **Eligibility Check**, **Charge Approval**.

Status values: **Pending**, **In Progress**, **Completed**, **Partial** (some records failed), **Failed**.

<AccordionGroup>
  <Accordion title="Empty state">
    When no batch jobs have been run, the screen shows "No batch jobs yet" with a note that history appears after running batch actions from charges, claims, or appointments views.
  </Accordion>

  <Accordion title="Partial completion">
    A job with status "Partial" means some records were processed successfully and some encountered errors. The error count column highlights the number of failures.
  </Accordion>
</AccordionGroup>

## Related

<Columns cols={2}>
  <Card title="Practice Management" icon="briefcase" href="/pm/overview">
    Overview of the Practice Management 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/pm.tsx
  * src/cores/pm/pages/BatchHistoryPage.tsx
  * src/cores/pm/hooks/useBatchJobList.ts
  * src/cores/pm/types/batch.ts
  * src/platform/permissions/constants.ts
</Accordion>