Unit 3.1: Charge Capture Essentials

$25.00

Format: E-Course

Duration: APPROX. 200 Min

Instructors: Coral MED and Guest Speakers

Learning Credits: 0.2 CEU

*This course was updated on Jan 13, 2026.

Description

Charge Capture Essentials introduces learners to the foundational elements of recording, validating, and transmitting charges for clinical services within healthcare organizations. The course provides a structured understanding of how documentation, coding, and billing workflows converge to form accurate claims. Learners will explore coding systems (CPT, HCPCS, ICD-10-CM), chargemaster configurations, documentation dependencies, audit considerations, and charge lag implications. Through guided practice, case applications, and workflow simulations, this course equips learners to identify missing or inaccurate charges, reduce financial leakage, and maintain compliance with payer and regulatory requirements. Emphasis is placed on accuracy, timely capture, and the financial impact of errors.

1. Define charge capture and explain its revenue significance.
2. Demonstrate accurate charge entry from documentation.
3. Identify charge lag and its financial implications.
4. Analyze clinical documentation for missing charges.
5. Apply tools to track and correct charge capture.
6. Develop a charge entry audit checklist.

By the end of this course, participants will be able to:

1. Apply charge capture principles to evaluate how documented services translate into revenue and determine their impact on financial performance.

2. Accurately interpret clinical documentation to select and enter appropriate charges into the billing system based on established coding and documentation requirements.

3. Assess workflows to detect charge lag, measure its operational and financial consequences, and recommend strategies to reduce delays.

4. Analyze clinical notes and supporting documents to identify omitted, incomplete, or inaccurately reflected charges requiring correction.

5. Utilize charge capture tools, logs, and system reports to identify discrepancies, correct errors, and ensure charge completeness and accuracy.

6. Create and implement a structured charge capture audit checklist to evaluate documentation, detect inconsistencies, and support continuous quality improvement.

Learners need to complete the following prerequisite courses before enrolling in this course.
1. Introduction to Revenue Cycle Management courses, which establishes core knowledge of revenue cycle phases, financial workflows, compliance requirements, documentation standards, ethical considerations, and key performance metrics.
2. Patient Access and Eligibility Verification courses, which provide essential competencies in patient intake, insurance verification, coordination of benefits, preauthorization workflows, transparency requirements, and front-end denial prevention.
Mastery of these foundational areas ensures that learners enter this course with the operational context, terminology, and analytical skills necessary to interpret clinical documentation, recognize chargeable services, and apply charge capture principles effectively within the broader RCM framework.

1. Participants should register in advance to receive access details. 2. Access links and passwords, if applicable, should be provided securely to registered participants. 3. Participants are encouraged to join the webinar a few minutes early to resolve any technical issues 4. Participants are responsible for ensuring they have a stable internet connection, compatible devices (computer, tablet, or smartphone), and recommended browsers. 5. A microphone and webcam may be required for interactive sessions. Please test your audio and video settings in advance. 6. The webinar may be recorded for educational purposes. 7. Recorded sessions may be shared with registered participants after the webinar. 8. Please be mindful not to share personal or confidential information during the webinar. 9. A detailed agenda will be provided, and each session will adhere to the schedule to cover all planned topics. 10. Time will be allocated for Q&A sessions and discussions. 11. A helpdesk or contact information for technical support will be provided during the webinar. 12. Common technical issues will be addressed at the beginning of the session. 13. Relevant resources, such as presentation slides or additional reading materials, will be shared after the webinar. 14. Follow-up communications may include additional insights, answers to outstanding questions, or announcements related to the webinar.

This course is ideal for:

1. Entry-level billing and charge entry staff

2. New coders or coding students seeking foundational charge capture knowledge

3. Revenue cycle staff transitioning into documentation, audit, or billing roles

4. Clinical staff (nurses, medical assistants, therapists) who contribute to documentation

5. Practice managers or supervisors overseeing financial operations

6. Professionals preparing for certifications such as CPC, CRC, CCS, CRCR, or similar courses.