Concepts/Charge Item
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Definition
A charge item in Care records one billable service or item against a patient's account. A consultation, a procedure, or a dispensed medicine is each a charge item. Charge items are the building blocks that Care bundles into invoices.
You do not open charge items on their own. Charge items always appear inside an appointment, a service request, or the Charge Items tab of an account.
Key Attributes
| Components | What it captures | |
|---|---|---|
| Title | The name of the charge. You must enter a title. | |
| Description | More detail about the charge. This is optional. | |
| Quantity | How many units of the service or item the patient receives. You must enter a quantity. | |
| Price Components | The base price and any surcharge, discount, tax, or informational amount. You must enter at least one price component. | |
| Note | A free-text note about the charge. This is optional. | |
| Status | The current state of the charge item. See [[#status | Status]]. |
| Charge Item Definition | The pre-configured and priced item or service that the charge item comes from, if any. | |
| Performer | The person who performed the billed service. This is optional. | |
| Source record | The clinical record that the charge comes from, where relevant. This is a service request, a medication dispense, an appointment, or a bed association. |
Account and Encounter
Every charge item belongs to exactly one account. A charge item is optionally linked to one encounter.
You can move a charge item from one account to another account while its status is Billable.
Status
| Status | Description |
|---|---|
| Billable | The charge item is ready for an invoice. This is the starting status. |
| Not Billable | The charge item does not go on an invoice. |
| Aborted | Someone stopped the charge item. |
| Entered in Error | Someone recorded the charge item by mistake. |
| Billed | Care sets this status when the charge item goes on an invoice. |
| Paid | Care sets this status when the invoice for the charge item is Balanced. |
📝 Note
Not Billable, Aborted, and Entered in Error are the reasons that you choose when you cancel a Billable charge item. Care sets Billed and Paid for you as the invoice moves through its lifecycle.
Permissions
Care checks these permissions at the facility level.
| Permission | What it allows | Roles |
|---|---|---|
| Can Create Charge Item | Add charge items to an account. | Facility Admin, Admin, Staff, Doctor, Nurse, Pharmacist |
| Can Update Charge Item | Edit a charge item and move charge items to another account. | Facility Admin, Admin |
| Can Read Charge Item | View and list charge items. | Facility Admin, Administrator, Admin, Staff, Doctor, Nurse, Volunteer, Pharmacist |
| Can Cancel Charge Item | Cancel a charge item. | Facility Admin, Admin |
📝 Note
Care lets you edit or cancel a charge item only while its status is Billable.
Related
Pages that link here:
- Concepts/Payment Reconciliation
- Flows/Add charge items
- Flows/Cancel a charge item
- Flows/Edit a charge item
- Flows/Move charge items to another account
- Concept: Concepts/Invoice
- Reference: References/Charge Item