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Status reference

Every list page in the app filters by status. This chapter is the canonical list of those statuses, what they mean, and which transitions are allowed.

Claim lifecycle

StatusWhat it meansWho acts
CREATEDCharges grouped; not yet built. Validation issues live here.Billing clerk
BUILTBuilt into an 837 file; ready to submit.Automated submitter
SUBMITTEDFile handed to clearinghouse / payer; awaiting acknowledgment.(waiting)
ACK_RECEIVED999/277CA returned; brief intermediate state.(automated)
ACCEPTEDPayer accepted the claim into adjudication.(waiting on adjudication)
REJECTEDPayer rejected at the file level (data errors).Billing clerk — fix and rebuild
PAIDFully paid per ERA.Closed
PARTIALPaid less than billed; a balance remains.Billing clerk
DENIEDPayer denied at adjudication.Billing clerk / auto-correction
CORRECTEDAuto-correction generated a new replacement claim.(automated)
APPEALEDAppeal filed; awaiting payer response.Billing clerk

Denial lifecycle

StatusWhat it means
OPENNewly arrived denial; not yet triaged.
IN_PROGRESSA clerk has opened it and is working on it.
AUTO_CORRECTINGAn auto-correction handler is attempting to fix and rebill.
RESOLVEDA replacement claim was paid, or the denial was accepted as final.
APPEALEDA formal appeal is in flight.
WRITE_OFFThe balance has been written off; no further action.

Authorization lifecycle

StatusWhat it means
DRAFTCreated locally but not yet submitted to the payer.
SUBMITTED278 sent; awaiting response.
APPROVEDPayer authorized the requested service / units / window.
DENIEDPayer denied the request.
PENDEDPayer requested additional information.
CANCELEDPulled before adjudication.
EXPIREDApproved auth's effective window has ended.

Encounter / charge lifecycle

StatusWhat it means
DRAFTCreated but not validated.
VALIDATEDPassed all pre-claim scrubs; eligible to be grouped onto a claim.
ON_CLAIMAttached to a claim that has been built.
BILLEDThe owning claim has been submitted.
VOIDEDManually removed from billing.

Group session attendance

StatusAllowed next states
SCHEDULEDATTENDED, ABSENT, LATE
ATTENDEDABSENT, LATE
LATEATTENDED, ABSENT
ABSENTATTENDED, LATE

Illegal transitions are rejected by the server with HTTP 409.

Receivable / remittance lifecycle

StatusWhat it means
RECEIVEDERA file received; not yet parsed.
PARSEDLines extracted from the 835.
AUTO_MATCHEDLines linked to claims with high confidence.
REVIEW_REQUIREDSome lines need manual matching.
EXCEPTIONSVariances or unmatched lines remain.
POSTEDAll lines applied to the AR.
CLOSEDFully reconciled; no outstanding variance.

EVV visit lifecycle

StatusWhat it means
OPENVisit created — clinician checked in.
IN_PROGRESSActive visit.
COMPLETEDChecked out cleanly.
EXCEPTIONFailed validation (geofence, missing check-out, member mismatch).
RESOLVEDAn exception was triaged and resolved.

See also