Add or change insurance information, add a additional claims information, or client credits.

If you need to add/change or remove a client insurance policy or add/change or remove a client credits, you can do so from the Client record tab titled "Insurance & Payment Settings."

You can also choose to provide Additional Claims Information that may be needed in some special circumstances on an Insurance Claim 1500 form (see here for more details)

If a Client has paid you for sessions in advance or overpaid on a previous session, you easily add Client credits from this screen. These credits can then be applied to any open or future bill the client may have.