> ## 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.

# Payer Performance

> Monitor payer payment accuracy, underpayment counts, variance totals, and trend charts across a selectable date range.

The Payer Performance page (`/pm/payer-performance`) consolidates ERA reconciliation analytics into a single dashboard so revenue cycle staff can identify payers with chronic underpayment patterns.

## Overview

The page is divided into four summary stat cards (Total Underpayments, Total Variance, Accuracy Rate, Pending Review) and a pair of side-by-side panels: a Payer Scorecard table and an Underpayment Trend line chart. Date range is controlled by pill buttons that set the period in days; the default period is 90 days. Clicking a payer name in the scorecard opens a drill-down side sheet for that payer's detail. All data is filtered to the current organization and refreshed automatically when the period changes.

## Who it's for

Requires permission: `pm.payer-performance.view` (`PM_PERMISSIONS.PAYER_PERFORMANCE_VIEW`)

## Before you start

* Your account must have the `pm.payer-performance.view` permission.
* ERA reconciliation data must exist; the scorecard and trend panels display an empty state until the first reconciliation run has produced results.

## Steps

<Steps>
  <Step title="Navigate to Payer Performance">
    Go to `/pm/payer-performance`. The page loads stat cards and the scorecard table for the default 90-day period.
  </Step>

  <Step title="Select a date range">
    Click one of the period pill buttons to change the time window. The scorecard and trend chart both reload for the selected period.
  </Step>

  <Step title="Review the Payer Scorecard">
    The scorecard table shows each payer's Accuracy %, Underpaid count, Total Variance, and Avg Days to Pay. Rows are sorted by latest snapshot date descending.
  </Step>

  <Step title="Open a payer drill-down">
    Click a payer name link in the scorecard to open the Payer Drill-Down Sheet for that payer's detail.
  </Step>

  <Step title="Review the Underpayment Trend chart">
    The line chart shows monthly underpayment counts for the selected period. Hover a data point for the exact count.
  </Step>
</Steps>

## Key concepts

<AccordionGroup>
  <Accordion title="Underpayment">
    A payment where the ERA-reported amount is less than the contracted or expected amount. The variance is the difference between expected and received.
  </Accordion>

  <Accordion title="Payment Accuracy Rate">
    Percentage of ERA reconciliation results with `reconciliation_status = 'matched'` out of all non-deleted results for the organization.
  </Accordion>

  <Accordion title="Scorecard (empty state)">
    If no payer performance snapshots exist for the selected period, the scorecard panel displays: "No payer performance data available yet. Data will appear after the first ERA reconciliation run."
  </Accordion>

  <Accordion title="Trend chart (empty state)">
    If no trend data exists, the chart area shows: "No trend data available yet."
  </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/PayerPerformancePage.tsx
  * src/cores/pm/hooks/usePayerPerformance.ts
  * src/cores/pm/hooks/useReconciliationStats.ts
  * src/platform/permissions/constants.ts
</Accordion>