---
title: How to Create a New Charge
description: How to Create a New Charge
---

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September 8, 2026

# How to Create a New Charge

## Creating a new charge from visit notes

After you have filled out the entire visit note, there are **2 ways** to send the visit note to charges. You can either click the **"Send for Billing Review"** button, located next to the print button on the bottom navigation panel, which will send the visit note directly to charges.

![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/6f432796-fb83-443e-a918-61b9bfbcc18c/80443b40-d974-4c7d-ab79-5f056b862d69/images/e2e59e54-7769-4d6b-8f1c-3b4b30695d0c.png)

Alternatively, you can finalize the visit note by clicking on the **"Finalize & Sign"** button. Once you do this, the visit note will automatically be sent to **Charges**.

![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/6f432796-fb83-443e-a918-61b9bfbcc18c/80443b40-d974-4c7d-ab79-5f056b862d69/images/6bed8897-dfeb-4e7d-8d4e-259c2eac831d.png)

To confirm, go to the **Billing** section. You will find the visit note details listed under charges.

![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/6f432796-fb83-443e-a918-61b9bfbcc18c/80443b40-d974-4c7d-ab79-5f056b862d69/images/83c56362-6798-4395-9e53-dc05067220ac.png)

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