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Documentation Index

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The Claim Scrub Rules settings screen allows billing administrators to configure which validation rules run during claim scrubbing and at what severity at route /pm/settings/scrub-rules.

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Overview

The page loads system rule definitions via useScrubRuleDefinitions and organization-specific overrides via useScrubRuleOverrides. It presents three tabs: System Rules (visible to all with pm.settings.scrub_rules), Custom Edits (requires pm.settings.scrub_rules.payer), and Effectiveness (requires pm.settings.scrub_rules.payer). On the System Rules tab, each definition card shows the rule name, scope badge, and optionally Customized or payer override count badges. Two controls let admins set severity (Error/Warning dropdown) and toggle the rule on/off. Overrides are saved per organization without a payer or claim type filter; payer-specific overrides are counted and displayed but edited on the Custom Edits tab. The CustomEditsList and ScrubEffectivenessReport components handle their respective tabs.

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Who it’s for

Requires permission pm.settings.scrub_rules (enforced via PermissionGate wrapping the page). Custom Edits and Effectiveness tabs additionally require pm.settings.scrub_rules.payer.

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Before you start

  • You need pm.settings.scrub_rules to access this settings page.
  • pm.settings.scrub_rules.payer is required for Custom Edits and Effectiveness tabs.

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Steps

1

Open Claim Scrub Rules

Navigate to /pm/settings/scrub-rules. The System Rules tab loads by default.
2

Review system rules

Each rule card displays name, scope, and whether a customization or payer override exists.
3

Set severity

Use the severity dropdown on any rule to switch between Error (blocks claim) and Warning (advisory).
4

Enable or disable a rule

Toggle the switch on a rule card to enable or disable it for your organization. Changes are saved immediately via useScrubRuleOverrideMutation.
5

Manage custom edits (payer-specific)

Switch to the Custom Edits tab to manage payer or claim-type–specific rule overrides via CustomEditsList.

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Key concepts

TermMeaning in code
rule_keyUnique identifier for a scrub rule definition
default_enabledThe system default for whether the rule runs
default_severitySystem default severity: error or warning
scopeThe level at which the rule applies (SME confirm values)
OverrideAn org-specific record in pm_scrub_rule_overrides that supersedes the system default
username_vault_refNot applicable here — see Clearinghouse File page

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/ScrubRulesSettingsPage.tsx
  • src/cores/pm/hooks/useScrubRuleDefinitions.ts
  • src/cores/pm/hooks/useScrubRuleOverrides.ts
  • src/cores/pm/hooks/useScrubRuleOverrideMutation.ts