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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 is the Compliance Reports hub, accessible at /pm/compliance.

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Overview

The Compliance Reports page provides four on-demand billing compliance reports for a user-selected date range. Reports are not pre-loaded; the user must click “Run Report” to trigger data fetch. Switching tabs resets the run state so each tab requires its own “Run Report” action. An “Export CSV” button becomes active after a report is run. The four tabs are: Timely Filing, Clean Claim Rate, Modifier Usage, and Coding Patterns. Users lacking the pm.compliance.reports permission see an access-denied alert instead of the report UI.

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Who it’s for

Requires permission pm.compliance.reports (route guard: PM_PERMISSIONS.COMPLIANCE_REPORTS; component also checks pm.compliance.reports via useHasPermission).

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Before you start

  • Claims data (pm_claims) and charges data (pm_charges) must exist for the selected date range.
  • The default date range on page load is 90 days ending today.

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Steps

1

Open Compliance Reports

Navigate to /pm/compliance. The page loads with a 90-day default date range and the Timely Filing tab active. No report data is loaded until you click “Run Report.”
2

Set the date range

Enter a “From” and “To” date in the date inputs. Changing either date resets the run state; you must click “Run Report” again after adjusting dates.
3

Select a report tab

Click one of the four tab triggers: “Timely Filing”, “Clean Claim Rate”, “Modifier Usage”, or “Coding Patterns”. Switching tabs also resets the run state for the new tab.
4

Run the report

Click “Run Report.” The selected tab fetches data for the chosen date range and displays summary metric cards. An error alert is shown if the query fails.
5

Review results

  • Timely Filing: shows Total Claims, Filed Within Window, and Rate (%).
  • Clean Claim Rate: shows Total Claims, Clean Claims, and Rate (%).
  • Modifier Usage: shows Total Charges, With Modifiers, Usage Rate (%), and a per-modifier breakdown table (modifier code, count, % of charges).
  • Coding Patterns: shows Total Charges, Unique Codes, Top Code, and a CPT code breakdown table (CPT code, count, % of charges) for up to 20 codes.
6

Export a report

Click “Export CSV” (active only after running a report) to export the current report data.

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Key concepts

The rate compares service_date_from to created_at on pm_claims records within the date range. The default filing deadline is 365 days. Claims where the interval exceeds the deadline are counted as outside the window.
The counts claims with status submitted, accepted, or paid as clean, divided by total claims created in the date range.
Modifier usage queries pm_charges for the modifiers array column within the date range. It reports what fraction of charges carry at least one modifier and provides a per-modifier breakdown capped at 20 entries.
Coding patterns queries pm_charges.cpt_code within the date range, counting occurrences of each CPT code and returning the top 20 by frequency.
Each tab shows a placeholder empty state before “Run Report” is clicked. After running, if totalClaims or totalCharges is 0, a “No data for this report in the selected range” message is displayed.

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/ComplianceReportsPage.tsx
  • src/cores/pm/hooks/useComplianceReports.ts
  • src/cores/pm/hooks/useCodingPatternsReport.ts
  • src/cores/pm/hooks/useModifierUsageReport.ts
  • src/platform/permissions/constants.ts