Metrics & Reports to Track Charge Capture Performance on Epic

Charge capture is the backbone of a hospital’s revenue cycle — and when it breaks down, revenue leaks follow. Whether it’s a missed procedure, a delayed entry, or a charge held up in error, every breakdown in the charge capture process has financial consequences. For hospitals and health systems using Epic, the platform offers powerful tools and dashboards to monitor and improve charge capture — but knowing which metrics to track and how to interpret them is critical.

This guide outlines the most important charge capture performance metrics and reports available in Epic, helping revenue cycle leaders identify bottlenecks, reduce missed charges, and optimize financial performance. From charge lag to reconciliation rates, and from denial trends to workqueue performance, these metrics offer insight into the true health of your charging process. Whether you’re running Hospital Billing (HB), Professional Billing (PB), or both — this is your roadmap to more accurate, timely, and complete charging.

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Key Metrics to Track Charge Capture Performance on Epic

Charge Capture Metrics

• Review Dashboards: (HB/PB Revenue Integrity, HB/PB Overview, The financial pulse (HB/PB Finance), Charge Reconciliation Dashboard, Charge Capture Manager)
• Average Charge Lag: The time between the date of service and when the charge is entered
• Charge Reconciliation Rate: The percentage of encounters with all expected charges submitted
• Charges On Time Percentile: The percentage of charges posted within the designated charge lag
• Late Charges Percentile: The percentage of charges posted after the designated charge lag ie. 3 days past DOS
• Charge Edit/ Rework Rate: The percentage of charges that require manual intervention (edits) or are rejected at the charge router level
• Claim Edit/ Rework Rate Due to Charge Errors: The percentage of claims errored due to incorrect or missing charges
• Charge Capture Compliance: Adherence to organizational or payer policies for timely and correct charging
• Charge Volume Trends: Trends in charge volume by service line, location or provider over time
• Denial Rate Due to Charge Errors: The percentage of claims denied due to incorrect or missing charges

Additional Metrics

Some metrics are less related to charging and more related to revenue, but can indicate a charging issue – for example, when AR Days are high it may be due to charging issues. Some can be a subset of the items above, for example charges held up in Revenue Guardians could also be part of the late charges percentile.

• Coding Days: The number of days of charges held up in coding past bill hold days.
• Encounters With No Charges: The number of encounters with no charges
• DNB/ Revenue Guardians Due to Charging: % of Accounts being held in DNB's or Revenue Guardians due to charging
• AR Days: Number of days of outstanding revenue in accounts receivable
• Missing Charges Rate: The percentage of encounters or procedures where expected charges were not captured
• Revenue at Risk Estimate:  Estimated dollar amount of lost or delayed revenue due to missing/late/inaccurate charges
• Cost to Charge Ratio:  Compares the total expenses to its total charges for services

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Useful Charge Capture Reports for Epic

• Charge Router Error Report: Lists charges that failed to post due to errors.
• Charge Router Reconciliation Report(s): Helps identify mismatches between expected and actual charges.
• Charge Router Status Report: Shows the status of routed charges
• Charge Review WQ Report(s): Performance of different charge workqueues, including turnaround time and volume.
• Workqueue Monitoring Report: Performance of different errors in workqueues, including turnaround time and volume.
• Missing Charges Report(s): Identifies encounters or procedures where charges are expected but not found.
• Charge Lag Report: Tracks time between service date and charge entry
• Posted Charge Summary By Encounter Report:  Shows all charges tied to a specific encounter
• Charges, Payments, Adjustments Report(s): Shows charges, payments, adjustments by provider 
• Charge Entry User Activity Report: Tracks the activities a charge entry user completed
• Denial Status Report(s): Provides Denial status and performance, including payments and charges
• Account Query Report(s): Provides account information based on the criteria (aging, no charges…)
• Revenue Guardian Encounter Report: Provides Encounters for a date of service, including charge detail
• Revenue & Usage Report(s): Provides revenue and usage details by cost center/department
• Revenue Guardian Op Note Report: Identifies notes without associated charges
• OR Log Report:  Identifies open logs, logs with errors and logs with no charges
• Active Orders Report: Identifies open orders in need of action/ charges
• Lab Specimen Report: Provides lab specimens, tests, test status, including charges and order detail
• Slicer Dicer HB/PB Transaction Reports: A self-service reporting tool used to create queries, filter data and visualize trends

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By regularly tracking these reports and metrics in Epic, healthcare organizations can identify areas for improvement, minimize errors, and ensure that every service provided is accurately captured and reimbursed, ultimately improving charge capture performance and revenue cycle efficiency.