⚠️ Important: This is currently a beta feature, available to a few CHR beta users in order to test and provide feedback. It will be available to more users once the beta period is complete.
If you're in Ontario and use CHR's agentic AI feature, the billing agent automatically analyzes your encounter notes and recommends OHIP-compliant billing codes to maximize revenue. The agent identifies optimization opportunities by suggesting, replacing, or removing codes based on encounter context. The agent uses the OHIP Schedule of Benefits and fees as its knowledge base to ensure all recommendations comply with current OHIP guidelines.
The agent evaluates:
Diagnosis codes
Service date and duration
Patient demographics (age and sex)
Billing history (past 24 months) to avoid maxed-out or duplicate codes
Your capitation model (FHO, FHO+, FHG, FHN, CCM or FFS) and specialist code, and the patient's roster status
📌 Note: To use the billing agent, ensure your capitation model and specialty code are set in your billing settings. For more information, refer to Updating your billing settings.
Steps
Start or access an encounter from your schedule, from the Visits dashboard, or from the patient's chart. Refer to Starting an encounter.
Begin documenting your notes in the History, Examination, Assessment and Plan (including Diagnostic Code) sections, or manually add an item to the Billing Items section.
📌 Note: If the Assessment and Plan section includes diagnostic codes your encounter settings determine whether the system automatically adds them to the billing items. For more information, refer to Customizing your encounter settings.
Click Run agents in the encounter header to trigger suggestions. You can enable automatic mode to generate suggestions automatically during documentation. Refer to Configuring encounter agents run settings for more information.
Click the count tag next to the Billing Items section header.
The AI copilot window opens on the right side of your screen and displays the Suggestions tab. Hover over any suggestion badge to preview the proposed addition and its source from the encounter note to help you quickly assess each suggestion.
Review the suggestions in the Insured billing window marked with a purple AI icon. Edit units, timestamps, or diagnosis codes as needed.
5. Click Save. The system marks the suggestion as accepted with a green checkmark and applies the change to the Billing Items section of the encounter.
Updated October 28 2026