Capture visit charges
Charge capture turns completed work into a reviewable draft invoice without billing suggestions automatically.
1. Open Charge capture
From the encounter, an admin or front desk teammate reviews the active invoice state. Clinical teammates can review the section but cannot change visit charges. A visit needs both a client and patient before charges can be saved.
2. Add services and products
Choose each performed service or dispensed product, confirm quantity and price, and add it to the draft. Review linked prescription charges and stock warnings carefully.
3. Save the draft invoice
Review subtotal, tax, and total, then save. Draft charges remain editable until the invoice is presented.