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This page enables authorized users to select claims and download a CSV export for payer audit response, accessible at the route /pm/payer-audit.

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Overview

The Payer Audit Export page loads up to 200 of the most recent claims from pm_claims for the current organization (ordered by created_at descending, soft-deleted records excluded). Users can select individual claims via checkboxes or use Select All on Page to select all loaded claims. Clicking Export Selected generates a CSV file in the browser and triggers a download named payer-audit-export-<YYYY-MM-DD>.csv. The CSV contains five columns: Claim #, Patient ID, Service Date, Status, and Payer ID. If no claims are selected when the export button is clicked, a toast error is shown. Users without the required permission see a “You do not have permission to export payer audit packages.” error alert instead of the page content.

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Who it’s for

Requires permission PM_PERMISSIONS.COMPLIANCE_REPORTS (pm.compliance.reports), enforced via RequirePermission in src/routes/pm.tsx. Within the component, useHasPermission('pm.compliance.reports') gates the full page content; unauthorized users see a destructive alert.

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Before you start

  • Your account must hold the pm.compliance.reports permission.
  • Claims must exist for the current organization in pm_claims.

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Steps

1

Navigate to Payer Audit Export

Go to Practice Management → Compliance → Payer Audit Export (route /pm/payer-audit). The page loads up to 200 recent claims in a table.
2

Select claims for export

Check individual claim rows using the checkbox in each row, or click Select All on Page to select all 200 loaded claims. Use Clear Selection to deselect all.
3

Export the selection

Click Export Selected (n) where n is the count of selected claims. A CSV file is immediately downloaded to your browser with the filename payer-audit-export-<YYYY-MM-DD>.csv.
4

Confirm export

A toast notification confirms “Exported n claim(s) to CSV.” If no claims are selected, a toast error prompts you to select at least one.

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Key concepts

The exported CSV includes: Claim # (claim_number), Patient ID (patient_id), Service Date (service_date_from), Status (status), Payer ID (payer_id). All fields are quoted. Empty values are exported as empty strings.
The query fetches at most 200 claims ordered by creation date descending. There is no pagination or additional filtering on this page in the current implementation.
When no claims are found, an empty state displays “No claims found — No claims available for export.”
If the Supabase query fails, a destructive alert is shown with the sanitized error message.

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/PayerAuditExportPage.tsx
  • src/platform/permissions/constants.ts
  • src/integrations/supabase/client.ts