Navigate Charges

Access Charges 

• Hover over the Billing icon and select Charges. The Charges page opens.

Navigate Charges

You can find and view a charge for details that include patient demographics, insurance(s), procedures, and notes.
Note: The Charges page includes charges created in the web platform and encounters created in the Desktop Application (PM). 

• + New Charge: Click to create a new charge capture.
• Use the filters to narrow the list of charges.
  • Sort: Defaults to Date of Service. Click to select Patient Name (alphabetical order), Charge Amount, or Provider Name (alphabetical order) from the drop-down menu. Select once to view ascending order (up arrow displays) or twice for descending order (down arrow displays).
  • Provider: Defaults to All. Click to select a specific provider from the drop-down menu.
• Click on a status tab to view associated charges. 
  Note: Available statuses depend on the user's role(s). 
  • All Charges: Displays all charges created, including those that are drafts, pending, or approved.
  • Charge Draft: Displays charges that were just created or are currently being worked on. 
  • Pending Charge Approval: Displays charges that are ready to be reviewed for approval (to be submitted to billing) and can be edited as necessary.
  • Pending Charge Rework: Displays charges that need to be updated or require corrective actions.
  • Pending Billing Approval: Selected by default and displays charges submitted to the biller that are pending review.
  • Approved by Biller: Displays charges approved by the biller that have been, or will be, sent to payers.
• Search charges: Enter the patient name or encounter ID in the search box and select from the results drop-down list.
• To view charge details, find the charge in the list and click to open it. The Charge Capture page opens.
• Pagination: Click the arrows or page numbers to navigate forward or back. Each page displays up to 20 charges.