You can setup "Client Types" to reflect each of the common types of clients you see. For example, a health provider might see the following client types: Medicare, Private Health Insurance, Workers Compensation, Corporate, Employee Assistance etc. Once defined you can record the Client Type for each client. This allows you to generate reports relating to each Client Type, as well enable you to use the Communication Tools to develop target lists based on the Client Type. You are also able to see the clients type when you hover over clients appointment.
Your new client type will now be created and be available for selection from the Client Details screen.