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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.

The Credentialing page (/pm/credentialing) manages provider enrollments with payers and surfaces upcoming re-credentialing deadlines in a tabbed list view.

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Overview

The Credentialing page renders two tabs: Enrollments and Deadlines. The Enrollments tab lists all non-deleted provider enrollment records from pm_provider_enrollments, joined to pm_payers for the payer name, ordered by created_at descending. Each row shows payer name, enrollment status badge (Pending, Enrolled, Denied, Inactive), NPI, taxonomy code, and effective date. Clicking a row navigates to the enrollment detail page at /pm/credentialing/enrollments/:enrollmentId. The Deadlines tab lists enrolled providers whose recert_due_on date falls within the configured lead-days window (default 90 days), ordered ascending by deadline. Deadlines within 14 days display a destructive (red) badge; others display an outline badge with days remaining.

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Who it’s for

Requires permission pm.admin (PM_PERMISSIONS.ADMIN). The PermissionGate around the page content uses pm.credentialing.view, and the create/delete actions gate on pm.credentialing.manage.

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Before you start

  • You must hold pm.admin (route guard) and pm.credentialing.view (page-level gate).
  • At least one payer must be configured before an enrollment can be associated.

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Steps

1

Open Credentialing

Navigate to /pm/credentialing. The Enrollments tab loads by default.
2

Search and filter enrollments

Type an NPI, billing NPI, or taxonomy code in the search box to filter the list. Use the All Statuses dropdown to narrow by enrollment status (Pending, Enrolled, Denied, Inactive).
3

Open an enrollment record

Click any enrollment card to navigate to /pm/credentialing/enrollments/:enrollmentId for the full detail view.
4

Add an enrollment (manage permission required)

Click Add Enrollment in the page header. The ProviderEnrollmentFormDialog opens. Complete the form and save.
5

Archive an enrollment (manage permission required)

Click the trash icon on an enrollment card. A confirmation dialog appears: “Archive Enrollment — This enrollment will be soft-deleted. Existing claims are not affected.” Confirm to soft-delete.
6

Review deadlines

Click the Deadlines tab. The badge on the tab shows the count of upcoming deadline records. Each card shows the payer name and the recert_due_on date. Records due within 14 days show a red “Xd remaining” badge; overdue records show “Overdue.”

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Key concepts

Four statuses exist: enrolled (default/filled badge), pending (outline badge), inactive (secondary/muted badge), denied (destructive/red badge).
The deadline alert lead time is controlled by recred_alert_lead_days from PM module settings (default: 90 days). Only enrolled providers with a non-null recert_due_on within that window appear on the Deadlines tab.
Enrollments tab (no records): “No provider enrollments — Add provider enrollments to track credentialing status with payers.” Enrollments tab (no filter match): “No enrollments match the current filters.” Deadlines tab (none due): “No upcoming deadlines — All enrolled providers are current on their re-credentialing.”

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/ProviderEnrollmentListPage.tsx
  • src/cores/pm/hooks/useProviderEnrollmentList.ts
  • src/cores/pm/hooks/useRecredentialingDeadlines.ts
  • src/platform/permissions/constants.ts