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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

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The Denials page (/pm/denials) is the central work queue for tracking and resolving claim denials received from payers.

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Overview

The Denials page displays denial records from the pm_claim_denials table, each linked to a claim, a payer, and optional CARC/RARC codes. The list is sorted by payer appeal deadline (ascending, nulls last) and then by denial date (descending), so the most urgent items surface first. Two tabs organize the workspace: Queue shows the filterable, actionable denial list; Analytics provides aggregate views via the DenialAnalyticsTab component. Users with pm.denials.manage permission can add denials manually, select multiple rows for bulk assignment, and bulk-update selected denials to resubmitted status. Each denial card shows the status badge, denial category, CARC code (if present), the linked claim number and payer name, denial date, denied amount, and the payer appeal deadline. Deadline dates are highlighted in a destructive color when past due, and in a warning color when within 7 days.

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Who it’s for

Requires permission: PM_PERMISSIONS.DENIALS_VIEW (pm.denials.view). Bulk actions (assign, resubmit, add denial) additionally require pm.denials.manage.

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Before you start

  • Ensure you have the pm.denials.view permission.
  • Denials appear automatically when ERA processing records them, or they can be added manually via the Add Denial button (requires pm.denials.manage).

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Steps

1

Open the Denials queue

Navigate to /pm/denials. The Queue tab is active by default, showing all denial records sorted by appeal deadline.
2

Filter by status or category

Use the All Statuses dropdown to filter by a single status (New, In Review, Appealed, Resubmitted, Resolved, Written Off). Use the All Categories dropdown to filter by denial category (Medical Necessity, Coding, Authorization, Eligibility, Timely Filing, Duplicate, Other). Click Clear to remove active filters.
3

Select denials for bulk action

Users with pm.denials.manage see a checkbox on each card and a Select all control. Select one or more denials to reveal the Assign and Resubmit toolbar buttons.
4

Bulk assign denials

Click Assign (n) to open the BulkAssignDenialsDialog and assign the selected denials to a staff member.
5

Bulk resubmit denials

Click Resubmit (n) to update all selected denials to resubmitted status in a single operation.
6

View denial detail

Click anywhere on a denial card (outside the checkbox) to navigate to /pm/denials/:denialId for the full detail view.
7

Add a denial manually

Click Add Denial (requires pm.denials.manage) to open the CreateDenialDialog and enter denial details.
8

View analytics

Switch to the Analytics tab to see aggregate denial data rendered by DenialAnalyticsTab.

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Key concepts

Denial statuses: values are new, in_review, appealed, resubmitted, resolved, and written_off. Deadline color-coding is suppressed for resolved and written_off denials. Denial categories: medical_necessity, coding, authorization, eligibility, timely_filing, duplicate, other. CARC / RARC codes: and codes are stored on the denial record and displayed as monospace badges on each card.
  • No filters active: “Denials from ERA processing will appear here, or add one manually.”
  • Filters active: “Try adjusting your filters.”
A load error renders a destructive-styled card with a sanitized message and a Retry button that re-runs the query.

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/DenialsListPage.tsx
  • src/cores/pm/hooks/useClaimDenialList.ts
  • src/cores/pm/hooks/useClaimDenialMutation.ts
  • src/cores/pm/types/denials.ts