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Documentation Index

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

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The New Payer Enrollment wizard provides a guided workflow for submitting a new payer enrollment. The legacy route /pm/enrollment redirects to /pm/clearinghouse/enrollments; the wizard is accessed at /pm/enrollment/new.

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Overview

PayerEnrollmentWizardPage renders PayerEnrollmentWizard in a full-screen shell. On success, the user is redirected to /pm/clearinghouse/enrollments. On exit, the user is returned to the previous page. The breadcrumb is set to “New Payer Enrollment”. Note: /pm/enrollment is a redirect to /pm/clearinghouse/enrollments (the enrollment list). The wizard entry point is /pm/enrollment/new.

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Who it’s for

Requires permission pm.payer_enrollments.create (PM_PERMISSIONS.PAYER_ENROLLMENTS_CREATE).

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Before you start

  • Ensure the relevant payer exists in the payer list at /pm/payers.
  • Have provider NPI and other enrollment credentials available.
  • Ensure a clearinghouse configuration exists at /pm/clearinghouse before initiating enrollment.

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Steps

1

Launch the wizard

Navigate to Practice Management → Clearinghouse Enrollments → New Enrollment, or go to /pm/enrollment/new.
2

Complete enrollment wizard steps

Follow the on-screen steps presented by the payer enrollment wizard. Step details are defined in PayerEnrollmentWizard.
3

Submit enrollment

On the final step, confirm all details and submit. You will be redirected to /pm/clearinghouse/enrollments on success.
4

Exit without saving

Use the Exit control to cancel and return to the previous page without saving.

Practice Management

Practice Management core overview.

Governance & parity

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/PayerEnrollmentWizardPage.tsx