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Shortcut to insurance claims from main page

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  • Ruth

    Hi Jeremy, if you'd like to access a claim for your client you can do so by going to their client file, navigating to the bottom right corner in the BILLING DOCUMENTS box. You can also access your claims for all your clients by going to Billing > Insurance > Claims. If there's another page you'd like to access claims from, please share your thoughts with us on our Ideas and Suggestions Board, here: http://simplepractice.uservoice.com/ ! 

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