> ## 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.

# Clearance Metrics

> Performance dashboard for financial clearance operations showing completion rate, average days to clearance, patient responsibility, and override rate KPIs.

The Clearance Metrics screen (`/pm/financial-clearance/metrics`) is a KPI and trend dashboard for financial clearance operations, aggregated from cost estimate records.

## Overview

The Clearance Metrics screen renders a filter bar, four KPI cards, trend charts, and a summary table. Data is computed client-side from `pm_patient_cost_estimates` records. The four KPI cards show:

* **Completion Rate** — percentage of estimates with `clearance_status = 'cleared'`
* **Avg Days to Clearance** — average elapsed days between estimate creation and clearance completion
* **Avg Patient Responsibility** — average `patient_estimated_responsibility` across all estimates matching the filters
* **Override Rate** — percentage of estimates with `clearance_status = 'override'`

The summary table below the charts shows totals for estimates, cleared, and pending counts alongside the completion rate. The screen wraps its content in a `RequirePermission` check for `pm.clearance-metrics.view`.

## Who it's for

Requires the `pm.clearance-metrics.view` permission, checked both at the route level and inline within the page component.

## Before you start

* You must hold `pm.clearance-metrics.view`.
* Metrics are computed from `pm_patient_cost_estimates` records. No data will display if no cost estimates have been created for the organization.

## Steps

<Steps>
  <Step title="Open Clearance Metrics">
    Navigate to `/pm/financial-clearance/metrics`. The page loads and computes metrics from your organization's cost estimate records.
  </Step>

  <Step title="Apply filters">
    Use the Clearance Metrics Filters bar to narrow by date range, payer, or service type. All KPI cards, charts, and the summary table update to reflect the filtered data.
  </Step>

  <Step title="Review KPI cards">
    Four KPI cards display completion rate, average days to clearance, average patient responsibility, and override rate. Each card includes a short description of the metric source.
  </Step>

  <Step title="Review trend charts">
    The charts section below the KPI cards visualizes clearance performance over time.
  </Step>

  <Step title="Review the summary table">
    The Summary card at the bottom of the page shows total estimates, cleared count, pending count, and completion rate as a flat grid.
  </Step>
</Steps>

## Key concepts

<Tooltip tip="A cost estimate that has completed financial clearance verification">Cleared</Tooltip> — an estimate record with `clearance_status = 'cleared'` and a non-null `clearance_completed_at`.

<Tooltip tip="A clearance decision that was manually overridden rather than completed through the standard workflow">Override</Tooltip> — an estimate record with `clearance_status = 'override'`; counted separately in the Override Rate KPI.

<AccordionGroup>
  <Accordion title="Empty state">
    When `total_admissions` equals 0 (no records match the filters), the screen shows "No clearance data available for the selected filters."
  </Accordion>

  <Accordion title="Error state">
    If the metrics fetch fails, the screen shows "Unable to load metrics — There was an error loading clearance metrics. Please try again."
  </Accordion>

  <Accordion title="No organization state">
    If no organization is loaded in context, the page renders a skeleton while waiting for organization data.
  </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/ClearanceMetricsPage.tsx
  * src/cores/pm/hooks/useClearanceMetrics.ts
  * src/platform/permissions/constants.ts
</Accordion>