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entering your clients billing and insurance information will allow you to create claims directly from your simple practice account having their information entered properly from the start will minimize claim rejections in this video well review how to enter the clients insurance information and explain what the different insurance settings mean next well review having your new clients fill out their insurance details in the demographic information form to learn more about insurance simply click on the question mark button in the bottom right corner of your simple practice account or search insurance in our help center for this tutorial we recommend you test it out by using jamie appleseed who was the demo client in your account from the clients profile click on the edit button just below the clients name and from here the first step is to make sure all of the clients information has been entered correctly on the client info tab there are five pieces of information that need to be