Charge Capture & Fee Schedules — User Guide

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.

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Overview

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Navigation

• Charges: Sidebar → Practice Management → Revenue Cycle → Charges (/pm/charges)
• Fee Schedules: Sidebar → Practice Management → Revenue Cycle → Fee Schedules (/pm/fee-schedules)

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Key Features

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Charge Capture

1. Create Charge: Click “New Charge” → select Patient, Provider, CPT code, Place of Service, and service date.
2. Auto-Unit Calculation: Enter duration in minutes; units auto-calculate per AHCCCS 15-minute increment rules (≥8 min = 1 unit, 23–37 min = 2 units, etc.).
3. Auto-Modifier Assignment: Check applicable encounter context boxes (Group, Telehealth, Family, Court-Ordered) to auto-populate BH modifiers (HQ, 95, FQ, HR/HS, H9, CG).
4. Rate Lookup: If a fee schedule is selected, the rate auto-fills from matching entries.
5. Status Workflow: Pending → Reviewed → Approved → Billed. Void available from any non-terminal state.
6. Approval: Transitioning to “Approved” requires the pm.charges.approve permission.

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Fee Schedules

1. Create Fee Schedule: Click “New Fee Schedule” → enter name, effective date, optional payer and end date.
2. Add Rate Entries: Navigate to a fee schedule detail page → add CPT code, modifier (optional), rate, and effective date.
3. Deactivate: Soft-delete via the trash icon; existing charges are unaffected.

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Permissions

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AHCCCS Timed Code Rules

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Integration Points

• CL-04 → PM-07: clinical_note_finalized event triggers charge creation.
• PM-07 → PM-08: Approved charges feed into claim generation.
• Event: charge_status_changed published on status transitions.