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Kareo Help Center

Navigate Charges

Updated: 05/04/2022
Views: 8403

As part of the billing workflow, the Charges page allows users with the System Administrator or Biller role to view and track charges generated in the practice.

Note: The Charges page includes charges created in the Platform and encounters created in the Desktop Application (PM). 

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 Platform and encounters created in the Desktop Application (PM). 

  • + New Charge: Click + New Charge 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: Only users with the System Admin role, or users with the Provider or Clinical Assistant role in addition to the Biller role, can view the Charge DraftPending Charge Approval and Rework statuses.
    • 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.


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