Charge Item

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.
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

• Flow: Add charge items
• Flow: Edit a charge item
• Flow: Cancel a charge item
• Flow: Move charge items to another account
• Concept: Account — every charge item belongs to one account
• Concept: Invoice — bundles billable charge items for billing
• Concept: Payment Reconciliation — records the payments that mark charge items as Paid