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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 Revenue Cycle Dashboard is the primary analytics hub for revenue cycle management, accessible at the route /pm/revenue.

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Overview

The Revenue Cycle Dashboard aggregates live data from pm_claims, pm_payments, and pm_charges into eight KPI cards: Days in A/R, Clean Claim Rate, Denial Rate, Net Collection Rate, First-Pass Resolution Rate, Charge Lag, Claim Lag, and Payment Lag. Above the KPI cards a contract expiration banner appears automatically when active payer contracts expire within 90 days (critical alert for within 30 days). Below the KPI grid, six analytics tabs provide deeper views: A/R Aging (outstanding balances by bucket with bar chart), Denial Analysis (total denials, appeals count, and top denial reasons by frequency), Payer Mix (revenue breakdown by payer up to top 5), Provider Productivity (encounters, charges, and collections per provider up to top 10), Service Line P&L (charges, collections, and margin per service line), and Contracts (active contract count and contracts expiring within 90 days). A charge reconciliation summary section from ChargeReconDashboardSection is rendered above the KPI cards.

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Who it’s for

Requires permission: pm.rcm_dashboard.view

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Before you start

  • You must hold pm.rcm_dashboard.view to access this page.
  • KPI calculations require data in pm_claims, pm_payments, and pm_charges for the current organization; empty tables result in zero values across all metrics.

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Steps

1

Navigate to the Revenue Cycle Dashboard

Go to /pm/revenue. Eight KPI cards load immediately; each shows a trend indicator (up or down arrow) based on whether the value meets the configured threshold.
2

Review KPI cards

The top section displays Days in A/R, Clean Claim Rate, Denial Rate, Net Collection Rate, First-Pass Resolution Rate, Charge Lag, Claim Lag, and Payment Lag. Values are computed in real time from source tables via useRcmKpis (5-minute stale time).
3

Check contract expiration alerts

If any active payer contracts expire within 90 days, a banner appears above the KPI cards. Contracts expiring within 30 days trigger a destructive (red) alert variant.
4

Explore analytics tabs

Use the scrollable tabs below the KPI grid to view A/R Aging, Denial Analysis, Payer Mix, Provider Productivity, Service Line P&L, or Contract Analytics in detail.
5

Review A/R aging buckets

The A/R Aging tab shows outstanding balances per aging bucket with a proportional progress bar and a total outstanding row. Data comes from useArAging.
6

Analyze denials

The Denial Analysis tab shows total denial count, number appealed, and a ranked list of top denial reasons with counts and percentages. Data comes from useDenialAnalysis.

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Key concepts

  • Days in A/R: Total outstanding A/R on open (submitted/accepted) claims divided by average daily charges.
  • Clean Claim Rate: Percentage of first-submission claims accepted, paid, or partially paid without resubmission.
  • Denial Rate: Percentage of submitted claims with status denied.
  • Net Collection Rate: Payments collected divided by (total charges minus contractual adjustments from pm_claims.adjustment_amount).
  • First-Pass Resolution Rate: Percentage of first-submission claims that reached paid or partial_payment status.
  • Charge / Claim / Payment Lag: Average days between service date and charge creation, charge creation and claim submission, and claim submission and adjudication respectively.
  • KPI cards show “0” values when no claims, payments, or charges exist for the organization.
  • Payer Mix shows “No payment data available” when no payment rows exist.
  • Provider Productivity shows “No encounter data available” when no productivity records exist.
  • Service Line shows “No service line data available” when no lines exist.
  • Contracts shows “No contracts configured yet” when no payer contracts are saved.
aging buckets are defined by the useArAging hook. and thresholds are applied in the component to determine trend direction.

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/RevenueCycleDashboardPage.tsx
  • src/cores/pm/hooks/useRcmKpis.ts
  • src/platform/permissions/constants.ts