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MCP 3.0

Find Clients with a Client and/or Insurance Balance Due

  • August 13, 2025
  • 0 replies
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Ensora Education Team
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PERMISSIONS REQUIRED:  User must have Billing Permissions.

  1. Click Clients in the navigation bar, then select either All Clients or My Clients from the drop-down.
  2. Click the settings drop-down.
  3. Select Client Balance Due and/or Insurance Balance Due.


     
  4. Click on the column headers to Search or sort information.



















     

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