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Documentation Index

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The Charge Reconciliation screen (/pm/charge-reconciliation) surfaces billing gaps — mismatches between encounters, charges, claims, and payments — and provides tools to resolve them.

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Overview

The Charge Reconciliation screen shows a dashboard summary section (ChargeReconDashboardSection) followed by a tabbed gap type list. Results are loaded from pm_charge_reconciliation_results, ordered by days_outstanding descending (longest-outstanding first), with a query limit of 25 records per tab. By default, only unresolved gaps are shown. A filters bar lets users narrow by date range, provider, and show/hide resolved gaps. Clicking “Resolve” on any gap row opens the Resolve Gap dialog. The screen renders an inner permission check on the resolve action using PM_PERMISSIONS.CHARGE_RECON_VIEW.

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Who it’s for

Requires the pm.charge_recon.view permission. The route guard and the inner permission wrapper both check this permission.

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Before you start

  • You must hold pm.charge_recon.view.
  • Reconciliation results must already be computed and stored in pm_charge_reconciliation_results; this screen displays results only.

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Steps

1

Open Charge Reconciliation

Navigate to /pm/charge-reconciliation. The screen loads with the “All” tab active showing all unresolved gap types.
2

Select a gap type tab

Choose one of the five gap type tabs to narrow the list: Encounter → Charge, Charge → Claim, Claim → Payment, Duplicate Charge, or Zero-Amount Charge. Results reload for the selected gap type.
3

Apply filters

Use the Charge Recon Filters bar to filter by date range (run date), provider, or to include resolved gaps (“Show Resolved” toggle).
4

Resolve a gap

Click the Resolve action on any gap row to open the Resolve Gap dialog. Complete the dialog to mark the gap as resolved.

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Key concepts

Gap types surfaced in the tabs:
Tab labelGap meaning
Encounter → ChargeAn encounter exists with no corresponding charge
Charge → ClaimA charge exists with no corresponding claim
Claim → PaymentA claim exists with no corresponding payment
Duplicate ChargeA potential duplicate charge detected
Zero-Amount ChargeA charge with a zero billed amount
— used to sort results so the most aged gaps appear first.
By default, gaps with a non-null resolved_at are excluded. Toggle “Show Resolved” in the filters bar to include them.
Each tab query returns a maximum of 25 records per result set.

Practice Management

Overview of the Practice Management 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/pm.tsx
  • src/cores/pm/pages/ChargeReconciliationPage.tsx
  • src/cores/pm/hooks/useChargeReconciliationResults.ts
  • src/cores/pm/types/charge-reconciliation.ts
  • src/platform/permissions/constants.ts