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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 New Appeal page at /pm/appeals/new launches a full-page six-step wizard for building and submitting a denial appeal package. An optional ?denialId= query parameter pre-fills the wizard from an existing denial record.

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Overview

The page is a thin wrapper around DenialAppealWizard, which renders inside a full-screen container using the WizardShell timeline layout. The wizard has six ordered steps: Denial Intake, Deadline & Strategy, Evidence, Appeal Letter, Submission Path, and Review & Submit. If a ?denialId= query parameter is present, the Intake step is pre-filled with that denial’s ID and today’s date as the receipt date. On successful submission, the user is redirected to /pm/denials. The exit action navigates back in browser history. Step navigation is available once at least one step has been completed (allowStepNavigation activates after the first completedSteps entry). A progress bar is shown throughout.

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Who it’s for

Requires pm.appeals.submit (PM_PERMISSIONS.APPEALS_SUBMIT).

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Before you start

  • Your role must include pm.appeals.submit.
  • A denial record in pm_denials should exist before opening the wizard; navigate from the Denials list (/pm/denials) or detail page to pre-populate ?denialId=.
  • The payer associated with the denial should be configured in pm_payers.

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Steps

1

Step 1 — Denial Intake

Enter or confirm the denial ID, claim ID, payer, denial receipt date, and denial category. If ?denialId= was supplied, the denial ID field is pre-filled.
2

Step 2 — Deadline & Strategy

Review the calculated appeal deadline (driven by payerAppealDeadlineDays and the receipt date) and select the appeal strategy.
3

Step 3 — Evidence

Attach or describe supporting evidence for the appeal. Changes are persisted in wizard state via onChange as you work.
4

Step 4 — Appeal Letter

Draft or review the appeal letter. The letter step receives denialCategory and payerId from the Intake step to support template selection.
5

Step 5 — Submission Path

Select the submission method (e.g., portal, fax, mail) and provide any required submission details.
6

Step 6 — Review & Submit

Review the full appeal package summary. The deadline is shown alongside all entered data. Click Submit to finalize; the wizard shows a submitting state while the mutation runs. On success the user is redirected to /pm/denials.

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Key concepts

Denial appeal — A formal challenge to a payer’s claim denial, structured according to payer rules. This wizard guides the user through all required components before submission. Appeal deadline — Computed from payerAppealDeadlineDays plus the denial receipt date entered in step 1. Displayed in steps 2 and 6. ?denialId query parameter — When present, pre-populates the Intake step with the referenced denial’s ID so the wizard can be launched directly from the Denials list or detail page. Timeline layout — The WizardShell renders step progress as a vertical timeline on the side; step titles and icons are shown for all six steps simultaneously, with the current step highlighted.
Clicking the exit control calls onExit, which navigates back one step in browser history (navigate(-1)). Unsaved wizard data is lost on exit.

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/DenialAppealWizardPage.tsx
  • src/cores/pm/components/wizards/denial-appeal/DenialAppealWizard.tsx
  • src/platform/permissions/constants.ts