To add a new client to the database, click the 'Administrative Menu' and 'Add new client.'

The next screen is divided up into two main sections: The Personal Information section on top, and the Financial Information section on the bottom. I know this screen seems overly complex, but it doesn't take that long to get used to it because you're familiar with what's on it. Once you get used to the way it's laid out, you won't want it to change. You only have to enter this data once, and I love having everything at my fingertips when I have an insurance clerk on the phone. I think you'll love it.

For a full explanation of these fields and how they are used, please see 'Edit Client Information'.