> ## 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.

# Clearinghouse Batches

> View X12 transaction batch submissions and their processing status for the organization's clearinghouse connections.

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

## 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/...`).

## Who it's for

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

## 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.

## Steps

<Steps>
  <Step title="Open Clearinghouse Batches">
    Navigate to `/pm/clearinghouse/batches`. The list loads all batches for your organization, sorted by creation date descending.
  </Step>

  <Step title="Filter by status">
    Use the status dropdown to filter to a specific batch status: Pending, Submitted, Acknowledged, Accepted, Rejected, Error, or Processing.
  </Step>

  <Step title="Open a batch">
    Click any batch card to navigate to `/pm/clearinghouse/batches/:id` for the full batch detail and transaction breakdown.
  </Step>
</Steps>

## Key concepts

<AccordionGroup>
  <Accordion title="X12 transaction types">
    Transaction types shown in batch cards are X12 identifiers:
    <Tooltip tip="Professional claim submission">837P</Tooltip>,
    <Tooltip tip="Institutional claim submission">837I</Tooltip>,
    <Tooltip tip="Electronic Remittance Advice / Explanation of Benefits">835</Tooltip>,
    <Tooltip tip="Eligibility inquiry">270</Tooltip>,
    <Tooltip tip="Eligibility response">271</Tooltip>,
    <Tooltip tip="Claim status inquiry">276</Tooltip>,
    <Tooltip tip="Claim status response">277</Tooltip>,
    <Tooltip tip="Prior authorization request">278</Tooltip>,
    <Tooltip tip="Functional acknowledgment">999</Tooltip>,
    <Tooltip tip="Claim acknowledgment">277CA</Tooltip>.
  </Accordion>

  <Accordion title="Batch status lifecycle">
    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.
  </Accordion>

  <Accordion title="Empty state">
    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.
  </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/TransactionBatchListPage.tsx
  * src/cores/pm/hooks/useTransactionBatch.ts
  * src/cores/pm/types/clearinghouse.ts
  * src/platform/permissions/constants.ts
</Accordion>