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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 EDI Enrollments page (/pm/edi-enrollments) provides a centralized hub for managing and monitoring payer electronic data interchange enrollment status across all transaction types.

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Overview

The EDI Enrollments hub is organized into three tabs: Matrix View, ERA/EFT Gaps, and Dashboard. The active tab is persisted in the URL query parameter tab. All data is scoped to the current organization and excludes soft-deleted records. The Matrix View displays a pivot table of enrollment records from pm_payer_edi_enrollments, with rows keyed by payer + NPI and columns for each transaction type (837P, 837I, 835, EFT). Rows are sorted alphabetically by payer name. Clicking an occupied cell opens the EdiEnrollmentDetailSheet; clicking an unoccupied cell opens the BulkCreateDialog. The ERA/EFT Gaps tab shows the EraEftGapTable — payers with 835 or EFT enrollments that are not yet in active status, indicating electronic remittance or payment gaps. The Dashboard tab shows summary cards (EdiDashboardCards) with counts of active, pending, and stalled enrollments, an EnrollmentAgingChart bucketing in-progress enrollments by days since application (0–15, 16–30, 31–45, 46–60, 60+), and a TimeToEnrollmentChart showing average days from application to active status for the prior 6 months.

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Who it’s for

Requires permission: PM_PERMISSIONS.EDI_ENROLLMENT_VIEW (pm.edi-enrollment.view). Creating new enrollment records requires pm.edi-enrollment.create.

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Before you start

  • Ensure you have the pm.edi-enrollment.view permission.
  • Payer records must exist in pm_payers before enrollments can be created.

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Steps

1

Open EDI Enrollments

Navigate to /pm/edi-enrollments. The Matrix View tab is active by default.
2

Review enrollment matrix

The Matrix View shows each payer-NPI combination as a row, with one column per transaction type. Each cell reflects the current enrollment_status of that enrollment record.
3

Open an enrollment detail

Click a cell that has an existing enrollment to open the EdiEnrollmentDetailSheet on the right side, showing full enrollment record details.
4

Start a new enrollment from the matrix

Click an empty matrix cell (no existing enrollment) or click Add Payer Enrollment in the header (requires pm.edi-enrollment.create) to open the BulkCreateDialog.
5

Review ERA/EFT gaps

Switch to the ERA/EFT Gaps tab to see payers where 835 (ERA) or EFT enrollments are not yet active. Click Start Enrollment within the gap table to open the BulkCreateDialog.
6

Monitor dashboard metrics

Switch to the Dashboard tab to view summary stats (total active, pending, stalled, ERA gaps, EFT gaps), enrollment aging buckets, and average time-to-enrollment by month.

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Key concepts

Transaction types: The matrix tracks four transaction types: , , , and . Stalled enrollments: An enrollment with status pending_payer is flagged as stalled if the application date is more than 45 days ago (configurable via pm_module_settings.edi_stall_threshold_days). Enrollment statuses tracked in dashboard: active, pending_payer, not_started, application_submitted.
When no enrollment records exist for the organization, the matrix renders an empty grid with no rows.

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/EdiEnrollmentHubPage.tsx
  • src/cores/pm/hooks/useEdiEnrollmentMatrix.ts
  • src/cores/pm/hooks/useEdiDashboard.ts
  • src/cores/pm/hooks/useEraGapReport.ts