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My Billing - Prevention Tab

  • Aug 13, 2025 1:47 PM UTC
  • Sep 24, 2025 2:41 PM UTC
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Ensora Education Team
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Summary: This tab queues up billable services rendered for patients in a Prevention program.
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  1. Month- Select the month of services to be viewed.
  2. Summary- Allows the user to view a chart of services in a summarized form (by patient).
  3. Detail- Allows the user to view a chart of services in a detailed form (by individual service).
  4. Program- Filter search results by Program.
  5. Location- Filter search results by Location.
  6. Chart (Summary)- Displays a summarized list of service specific to the search parameters selected.
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  • Family Name- Displays the family name per client.
  • DateOfService- Displays the date of service per client.
  • Program- Displays the program per client.
  • Duration (Minutes)- Displays the duration of time in minutes of the services per client.
  • Units- Displays total accumulated units for the billing period.
  • Procedure- Displays the procedure per client.
  • Amount- Displays the cost of the services rendered per client.
  • Payer- Displays the payer per client.
  • Chart (Detail)- Displays a detailed list of services specific to the search parameters selected.
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    • Locked Date- Displays the locked date per service.
    • Client Name- Displays the client name per service.
    • Family Name- Displays the family name per service.
    • DOS- Displays the date of service per service.
    • Program Name- Displays the program per service.
    • Duration- Displays the length of time required per service.
    • Units- Displays the total accumulated units for the billing period.
    • Provider- Displays the provider per service.
    • Visit Type- Displays the visit type per service.
    • Med Rec No- Displays the Medical Record Number per service.
    • ICD-10 Dx- Displays the ICD-10 Dx (diagnosis) for the patient per service.
    • Procedure- Displays the procedure per service.
    • Staff Sig (Non QHP)- Displays the staff signature per service.
    • Individual Present- If checked, the individual was present at the service.
    • Insurance- Displays the insurance used by the patient per service.
    • Form Name- Displays the form associated with service.
  • Select All- Check box to select all viewable services rendered for processing.
  • Unselect All- Check box to unselect all viewable services rendered.
  • Test Batch- Check box to create a batch submission with test headers.
    • NOTE: This is not a production batch for submission.

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