> ## 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.

# EDI Enrollments

> Track payer enrollment status for electronic transactions across a matrix, gap report, and dashboard.

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.

## 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.

## Who it's for

Requires permission: `PM_PERMISSIONS.EDI_ENROLLMENT_VIEW` (`pm.edi-enrollment.view`).

Creating new enrollment records requires `pm.edi-enrollment.create`.

## Before you start

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

## Steps

<Steps>
  <Step title="Open EDI Enrollments">
    Navigate to `/pm/edi-enrollments`. The **Matrix View** tab is active by default.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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`.
  </Step>

  <Step title="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`.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Key concepts

**Transaction types:** The matrix tracks four <Tooltip tip="Electronic Data Interchange — standardized electronic transaction formats used between providers and payers">EDI</Tooltip> transaction types: <Tooltip tip="HIPAA 837P — electronic professional claim submission">837P</Tooltip>, <Tooltip tip="HIPAA 837I — electronic institutional claim submission">837I</Tooltip>, <Tooltip tip="HIPAA 835 — electronic remittance advice (ERA)">835</Tooltip>, and <Tooltip tip="Electronic Funds Transfer — electronic payment routing to the provider's bank account">EFT</Tooltip>.

**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`.

<AccordionGroup>
  <Accordion title="Empty state (Matrix View)">
    When no enrollment records exist for the organization, the matrix renders an empty grid with no rows.
  </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/EdiEnrollmentHubPage.tsx
  * src/cores/pm/hooks/useEdiEnrollmentMatrix.ts
  * src/cores/pm/hooks/useEdiDashboard.ts
  * src/cores/pm/hooks/useEraGapReport.ts
</Accordion>