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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 Charge Details screen displays the full details of a single charge record and allows authorized users to update its status or edit its fields at route /pm/charges/:chargeId.

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Overview

The page loads a charge via useChargeDetail. The header shows the CPT code and a ChargeStatusBadge, with action buttons for ChargeStatusMenu (status transitions) and Edit (requires pm.charges.edit). Two detail cards display Service Details (CPT code, HCPCS code if present, amount + units, service date, place of service resolved via picklist, rendering NPI) and Clinical & Billing (modifiers as badges, diagnosis codes, provider name, encounter context from useEncounterContext, claim ID, fee schedule name). An Audit Trail card at the bottom shows created, updated, reviewed, and approved timestamps. If an encounter_id is present, an AiCodingSuggestionSidecar is rendered. The Edit action opens a ChargeFormDialog.

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Who it’s for

Requires permission PM_PERMISSIONS.CHARGES_VIEW (enforced via RequirePermission in the route definition). Edit requires pm.charges.edit.

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Before you start

  • You need pm.charges.view to view this page.
  • Navigate here from the Charges list (/pm/charges).

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Steps

1

Open a charge record

From the Charges list (/pm/charges), click a charge row to open the detail page.
2

Review service details

The Service Details card shows CPT/HCPCS code, charge amount and units, service date, place of service, and rendering NPI.
3

Review clinical and billing information

The Clinical & Billing card shows modifiers, diagnosis codes, provider, encounter context, claim linkage, and fee schedule.
4

Update status

Use the status menu in the header to move the charge through workflow states (requires appropriate permission).
5

Edit the charge

Click Edit (requires pm.charges.edit) to open the ChargeFormDialog and modify charge fields.

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Key concepts

TermMeaning in code
cpt_codeProcedure code for the service
hcpcs_codeHCPCS code when applicable
modifiersArray of billing modifiers applied to the charge
diagnosis_codesArray of diagnosis codes linked to this charge
place_of_servicePlace of service code resolved to label via reference picklist
rendering_npiNPI of the rendering provider
encounter_idLinks charge to a pm_encounters record

Practice Management

Practice Management core overview.

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/ChargeDetailPage.tsx
  • src/cores/pm/hooks/useChargeDetail.ts