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."

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/5be78188-829f-4bd2-9b5e-4c132166f09c/Insurance_and_Payment_Details.png

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.

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/47e9619f-6d98-4bef-9b8f-f9c37b68a61c/Client_Credits.png