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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.

This page lists all X12 transaction batches submitted through clearinghouse connections, accessible at /pm/clearinghouse/batches.

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Overview

The Clearinghouse Batches page displays a chronological list (newest first) of all pm_transaction_batches records for the organization. Each batch card shows the file name, transaction type (e.g., 837P, 835, 270), direction (outbound or inbound), processing status, the associated clearinghouse name, record count, and submission timestamp. Batch status values are: Pending, Submitted, Acknowledged, Accepted, Rejected, Error, and Processing — rendered as color-coded badges. Clicking a batch card navigates to the batch detail page at /pm/clearinghouse/batches/:id. This page is a sub-route within the Clearinghouse area (/pm/clearinghouse/...).

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Who it’s for

Requires permission pm.claims.view (route guard: PM_PERMISSIONS.CLAIMS_VIEW).

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Before you start

  • At least one clearinghouse configuration must exist at /pm/clearinghouse.
  • Batches appear automatically when claims are submitted to a clearinghouse; there is no manual “create batch” action on this list page.

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Steps

1

Open Clearinghouse Batches

Navigate to /pm/clearinghouse/batches. The list loads all batches for your organization, sorted by creation date descending.
2

Filter by status

Use the status dropdown to filter to a specific batch status: Pending, Submitted, Acknowledged, Accepted, Rejected, Error, or Processing.
3

Open a batch

Click any batch card to navigate to /pm/clearinghouse/batches/:id for the full batch detail and transaction breakdown.

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Key concepts

Transaction types shown in batch cards are X12 identifiers: , , , , , , , , , .
A batch progresses through statuses stored in pm_transaction_batches.status. Accepted batches have been confirmed by the clearinghouse; Rejected and Error batches require investigation. Acknowledged means the clearinghouse received the file but final acceptance is pending.
When no batches exist, the page shows “Transaction batches will appear here when claims are submitted to a clearinghouse.” No create action is available from this list.

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/TransactionBatchListPage.tsx
  • src/cores/pm/hooks/useTransactionBatch.ts
  • src/cores/pm/types/clearinghouse.ts
  • src/platform/permissions/constants.ts