> ## 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.

# Charge Capture & Fee Schedules — User Guide

> Module: Practice Management (PM) Status: Complete

**Module:** Practice Management (PM)\
**Spec:** PM-07\
**Status:** Complete

***

## Overview

Charge Capture & Fee Schedules manages the billing lifecycle for clinical encounters. It translates clinical documentation into billable charges using AHCCCS-compliant timed-code calculation and auto-modifier assignment.

## Navigation

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

## Key Features

### 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.

### 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.

## Permissions

| Key                       | Description                 |
| ------------------------- | --------------------------- |
| `pm.charges.view`         | View charges list           |
| `pm.charges.create`       | Create new charges          |
| `pm.charges.edit`         | Edit existing charges       |
| `pm.charges.delete`       | Void charges                |
| `pm.charges.approve`      | Approve charges for billing |
| `pm.fee_schedules.view`   | View fee schedules          |
| `pm.fee_schedules.create` | Create fee schedules        |
| `pm.fee_schedules.edit`   | Edit fee schedules          |
| `pm.fee_schedules.delete` | Deactivate fee schedules    |

## AHCCCS Timed Code Rules

| Duration  | Units                        |
| --------- | ---------------------------- |
| \< 8 min  | 0 (not billable)             |
| 8–22 min  | 1                            |
| 23–37 min | 2                            |
| 38–52 min | 3                            |
| 53–67 min | 4                            |
| 68+ min   | 5+ (1 per additional 15 min) |

## 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.