Shift Agents · Charge Capture

AI charge capture that bills what the note supports, and nothing more.

The Charge Capture Agent codes every visit from the provider’s note, not the template, so a documented procedure, drug or modifier is never left off the claim. When it disagrees with the provider’s coding, it asks the physician. It never overrides them.

● Shift Agents · RCM Date of service

Knee injection · Dr. Shah

  1. Charge Capture Agent

    Reading Dr. Shah’s note…

    Coding from the note, not the template.

    Knee injection documented. The drug was never charged.

    Missed charge added: triamcinolone, 40 mg.

  2. Charge Capture Agent

    Visit and injection on the same day.

    A separate problem is documented. Modifier 25 is missing.

    Modifier 25 applied. The visit won’t bundle away.

  3. Charge Capture Agent

    NDC added. Checking bundling edits…

    Memory: This payer wants the NDC on every drug line.

    Claim submitted. Accepted first pass.

What it does

What it catches on every visit

Missed procedures

Documented in the note, never charged.

Missed drugs

Injectables and supplies, with the right units.

Modifiers

So a visit doesn’t bundle away.

Payer rules

Like an NDC on every drug line, remembered per payer.

Physician review

Any disagreement goes to the provider, never overridden.

Where it works

Where it fits in the journey.

The line it won’t cross

Never codes above the chart.

Never auto-applies a higher E/M level or a changed primary diagnosis over the provider’s own. Disagreements go to the physician.

It bills what the documentation supports, and nothing more. A level the note doesn’t support is flagged for review, not applied.

See every agent’s guardrails →

How it connects

Works inside the systems you already run.

Your EHR / PM

Reads and writes in the systems your team already uses.

  • athenahealth
  • NextGen
  • AdvancedMD
  • eClinicalWorks
  • Greenway
  • ModMed
  • SIS

Clearinghouse

Claims in the standard format.

  • EDI 837
All channels and integrations →
~3–5% of revenue lost to under-coding and missed charges. Source: HFMA. Cited industry benchmark, not a Shift claim.

Questions

Charge Capture Agent, answered.

Does it change our providers’ coding?

Not on its own. It adds what the note documents but the claim left out, and sends any disagreement about a visit level or diagnosis to the physician for review.

Will it upcode?

No. It bills what the documentation supports, and nothing more.

Does it work with our EHR?

It works with athenahealth, NextGen, AdvancedMD, eClinicalWorks, Greenway, ModMed and SIS, using APIs where they exist and Browser Agents where they don’t.

How is patient data protected?

Every customer gets a BAA, data is encrypted in transit and at rest, and each agent sees only what its task needs. Every action is logged with its reason.

Works alongside

See the Charge Capture Agent work a week like yours.

20 minutes, with Lance Rodela, founder.