> ## 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.

# Claim Scrub Rules

> Configure claim scrubbing rules per organization — enable/disable rules, set severity, and manage custom edits and payer overrides.

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`.

## 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.

## 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`.

## 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.

## Steps

<Steps>
  <Step title="Open Claim Scrub Rules">
    Navigate to `/pm/settings/scrub-rules`. The System Rules tab loads by default.
  </Step>

  <Step title="Review system rules">
    Each rule card displays name, scope, and whether a customization or payer override exists.
  </Step>

  <Step title="Set severity">
    Use the severity dropdown on any rule to switch between **Error** (blocks claim) and **Warning** (advisory).
  </Step>

  <Step title="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`.
  </Step>

  <Step title="Manage custom edits (payer-specific)">
    Switch to the **Custom Edits** tab to manage payer or claim-type–specific rule overrides via `CustomEditsList`.
  </Step>
</Steps>

## Key concepts

| Term                 | Meaning in code                                                                        |
| -------------------- | -------------------------------------------------------------------------------------- |
| `rule_key`           | Unique identifier for a scrub rule definition                                          |
| `default_enabled`    | The system default for whether the rule runs                                           |
| `default_severity`   | System default severity: `error` or `warning`                                          |
| `scope`              | The level at which the rule applies (SME confirm values)                               |
| Override             | An org-specific record in `pm_scrub_rule_overrides` that supersedes the system default |
| `username_vault_ref` | Not applicable here — see Clearinghouse File page                                      |

## Related

<Columns cols={2}>
  <Card title="Practice Management" icon="briefcase" href="/pm/overview">
    Practice Management core overview.
  </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/ScrubRulesSettingsPage.tsx
  * src/cores/pm/hooks/useScrubRuleDefinitions.ts
  * src/cores/pm/hooks/useScrubRuleOverrides.ts
  * src/cores/pm/hooks/useScrubRuleOverrideMutation.ts
</Accordion>