---
title: How to Link a Treatment Note or Form to an Insurance Case (New Client Card)
description: Link a treatment note to a client's insurance case while you write it, or add completed forms to the case, so a PDF copy is kept for claims.
---

[Skip to content](https://support.pabau.com/en/pabau2/how-to-link-a-treatment-note-or-form-to-an-insurance-case#main-content)

[![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en)

Open main navigation

Close main navigation

- [Get Support](https://pabau.com/support-center/)

[Get Support](https://pabau.com/support-center/)

 Pabau Knowledge Base

- There are no suggestions because the search field is empty.

1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en)
2. [New Client Card](https://support.pabau.com/en/pabau2/new-client-card?hsLang=en)

# How to Link a Treatment Note or Form to an Insurance Case (New Client Card)

Insurers often want the clinical note behind a visit. In Pabau you can link a treatment note or form to the client's insurance case, either while you write it or later from the case. Pabau keeps a PDF copy of each linked form with the case, so the documentation is in one place when you bill.

**NOTE:** Linking forms to cases is available once Insurance Billing is switched on under **Setup → Business Details → Features**, and the client needs an open insurance case. See [How to Manage Insurance Case Details (New Client Card)](https://support.pabau.com/en/pabau2/how-to-manage-insurance-case-details?hsLang=en).

**Step 1: Link the Note While You Write It**

Open a new treatment note for the client as usual. Then:

1. In the dark header at the top of the note, click **Select Case**.

![The treatment note header with the Select Case button marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490750663917-01-select-case-pill.png?v=2)

*Select Case sits beside the appointment in the note's header*

1. The **Select Case** window lists the client's open insurance cases, grouped by insurer, with each case's authorisation code. Click the case this visit belongs to. To unlink the note again, choose **No case**.

![The Select Case window with an open case under its insurer marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490750663917-02-case-picker.png)

*Open cases, grouped by insurer*

1. The header now shows the insurer and the case name. Write the note, then click **Save Form**.

![A treatment note with the chosen case shown in the header and the Save Form button marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490750663917-03-case-selected.png)

*The case is linked when you save*

Only open cases are listed. If the client has none, the window says **No open insurance cases for this client.**

The link is made when the note saves, not before. Pabau shows **Attaching to case…**, then **Linked to case** with the form's name. The note and the appointment it's for are both linked to the case, and Pabau saves a PDF copy of the note with it.

**NOTE:** If you see **Form PDF could not be generated**, the note is linked without a PDF copy and won't be sent with insurance claims until you attach it again from the case (Step 2). If you see **Couldn't link to the case**, your note is still saved; link it from the case instead.

**Step 2: Add Forms From the Insurance Case**

Use this for forms that are already completed, or to add several forms to a case. On the client card, click **Insurance**, then **View** on the case. In the **Notes** section you'll see how many **Attachments** and **Forms** the case has, with the names of the linked forms.

1. Click **Manage attachments**.

![The Notes section of an insurance case showing one linked form and the Manage attachments button marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490750663917-05-case-forms.png)

*The case lists its linked forms*

1. Click the **Forms** tab. The **Documents** tab next to it is for files saved in the client's documents.
2. Type in **Search forms on file…** to find a completed form, then click it to add it. Added forms show as a tag above the list and read **Added**; click the **×** on a tag to take a form off.
3. Click **Save**.

![The case attachments editor with the Forms tab and the Search forms on file box marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490750663917-06-forms-tab.png)

*Add completed forms to the case*

Pabau saves a PDF copy of each form you add. If the client has no completed forms yet, the list reads **No completed forms on file.** You can do the same when you create a case: click **+ Add Case**, expand **Attachments** and open the **Forms** tab.

**TIP:** For US clinics billing through Claim.MD: when you send a claim with a chart note but don't pick a document, Pabau sends the newest PDF on the visit's insurance case, and a form linked to the case counts. See [How to send a chart note or other document with a claim](https://support.pabau.com/en/pabau2/how-to-send-a-chart-note-or-other-document-with-a-claim?hsLang=en).

**What's next?**

- [How to Manage Insurance Case Details (New Client Card)](https://support.pabau.com/en/pabau2/how-to-manage-insurance-case-details?hsLang=en)
- [How to send a chart note or other document with a claim](https://support.pabau.com/en/pabau2/how-to-send-a-chart-note-or-other-document-with-a-claim?hsLang=en)
- [Insurance Guide Part 3: Connect appointments to insurance in Pabau](https://support.pabau.com/en/pabau2/insurance-guide-part-3-connect-appointments-to-insurance-in-pabau?hsLang=en)

---

Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles.

For **[more guides](https://support.pabau.com/en/pabau2?hsLang=en)**, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the **[Support page](https://support.pabau.com/?hsLang=en)** for additional help.

 

- [Home Page](https://support.pabau.com/en/pabau2/home-page?hsLang=en#main-content)

    - [Home Page](https://support.pabau.com/en/pabau2/home-page?hsLang=en#home-page)
- [Account & Billing](https://support.pabau.com/en/pabau2/account-billing?hsLang=en#main-content)

    - [Account access](https://support.pabau.com/en/pabau2/account-billing?hsLang=en#account-access)
    - [Account settings](https://support.pabau.com/en/pabau2/account-billing?hsLang=en#account-settings)
    - [Billing](https://support.pabau.com/en/pabau2/account-billing?hsLang=en#billing)
- [Team](https://support.pabau.com/en/pabau2/team?hsLang=en#main-content)

    - [Team Overview](https://support.pabau.com/en/pabau2/team?hsLang=en#team-overview)
    - [Adding and Managing Staff Members](https://support.pabau.com/en/pabau2/team?hsLang=en#adding-and-managing-staff-members)
    - [Staff Permissions](https://support.pabau.com/en/pabau2/team?hsLang=en#staff-permissions)
    - [Staff Profiles and Documents](https://support.pabau.com/en/pabau2/team?hsLang=en#staff-profiles-and-documents)
    - [Clinical Credentials](https://support.pabau.com/en/pabau2/team?hsLang=en#clinical-credentials)
    - [Account Settings](https://support.pabau.com/en/pabau2/team?hsLang=en#account-settings)
    - [Scheduler](https://support.pabau.com/en/pabau2/team?hsLang=en#scheduler)
    - [Roles](https://support.pabau.com/en/pabau2/team?hsLang=en#roles)
    - [Commissions](https://support.pabau.com/en/pabau2/team?hsLang=en#commissions)
    - [Timesheets and Wages](https://support.pabau.com/en/pabau2/team?hsLang=en#timesheets-and-wages)
    - [Teams and Visibility](https://support.pabau.com/en/pabau2/team?hsLang=en#teams-and-visibility)
    - [Leave Management](https://support.pabau.com/en/pabau2/team?hsLang=en#leave-management)
- [Calendar](https://support.pabau.com/en/pabau2/calendar?hsLang=en#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/calendar?hsLang=en#getting-started)
    - [Booking Appointments](https://support.pabau.com/en/pabau2/calendar?hsLang=en#booking-appointments)
    - [Managing Appointments](https://support.pabau.com/en/pabau2/calendar?hsLang=en#managing-appointments)
    - [Using the calendar](https://support.pabau.com/en/pabau2/calendar?hsLang=en#using-the-calendar)
    - [Security settings](https://support.pabau.com/en/pabau2/calendar?hsLang=en#security-settings)
    - [Configuration](https://support.pabau.com/en/pabau2/calendar?hsLang=en#configuration)
    - [General](https://support.pabau.com/en/pabau2/calendar?hsLang=en#general)
    - [Managing payments from the calendar](https://support.pabau.com/en/pabau2/calendar?hsLang=en#managing-payments-from-the-calendar)
    - [Blockouts](https://support.pabau.com/en/pabau2/calendar?hsLang=en#blockouts)
    - [Creating a clinic list](https://support.pabau.com/en/pabau2/calendar?hsLang=en#creating-a-clinic-list)
    - [Waitlist](https://support.pabau.com/en/pabau2/calendar?hsLang=en#waitlist)
    - [Integrations](https://support.pabau.com/en/pabau2/calendar?hsLang=en#integrations)
    - [Presets](https://support.pabau.com/en/pabau2/calendar?hsLang=en#presets)
- [Clients](https://support.pabau.com/en/pabau2/clients?hsLang=en#main-content)

    - [General](https://support.pabau.com/en/pabau2/clients?hsLang=en#general)
    - [Client Card](https://support.pabau.com/en/pabau2/clients?hsLang=en#client-card)
    - [Appointments](https://support.pabau.com/en/pabau2/clients?hsLang=en#appointments)
    - [Financials](https://support.pabau.com/en/pabau2/clients?hsLang=en#financials)
    - [Letters](https://support.pabau.com/en/pabau2/clients?hsLang=en#letters)
    - [Gift Vouchers](https://support.pabau.com/en/pabau2/clients?hsLang=en#gift-vouchers)
    - [EMR - Labs](https://support.pabau.com/en/pabau2/clients?hsLang=en#emr-labs)
    - [EMR - Client Problems](https://support.pabau.com/en/pabau2/clients?hsLang=en#emr-client-problems)
    - [EMR - Forms](https://support.pabau.com/en/pabau2/clients?hsLang=en#emr-forms)
    - [EMR - Patch Tests](https://support.pabau.com/en/pabau2/clients?hsLang=en#emr-patch-tests)
    - [Care](https://support.pabau.com/en/pabau2/clients?hsLang=en#care)
- [Business Details](https://support.pabau.com/en/pabau2/business-details?hsLang=en#main-content)

    - [Business Details](https://support.pabau.com/en/pabau2/business-details?hsLang=en#business-details)
    - [Locations](https://support.pabau.com/en/pabau2/business-details?hsLang=en#locations)
    - [General Settings](https://support.pabau.com/en/pabau2/business-details?hsLang=en#general-settings)
    - [Data](https://support.pabau.com/en/pabau2/business-details?hsLang=en#data)
- [Services & Packages](https://support.pabau.com/en/pabau2/services-packages?hsLang=en#main-content)

    - [Services](https://support.pabau.com/en/pabau2/services-packages?hsLang=en#services)
    - [Packages](https://support.pabau.com/en/pabau2/services-packages?hsLang=en#packages)
    - [Resources](https://support.pabau.com/en/pabau2/services-packages?hsLang=en#resources)
    - [Virtual Services](https://support.pabau.com/en/pabau2/services-packages?hsLang=en#virtual-services)
    - [Classes](https://support.pabau.com/en/pabau2/services-packages?hsLang=en#classes)
    - [Add Ons](https://support.pabau.com/en/pabau2/services-packages?hsLang=en#add-ons)
- [Clinical](https://support.pabau.com/en/pabau2/clinical?hsLang=en#main-content)

    - [Medical Forms](https://support.pabau.com/en/pabau2/clinical?hsLang=en#medical-forms)
    - [Medical Form Templates](https://support.pabau.com/en/pabau2/clinical?hsLang=en#medical-form-templates)
    - [Medical Form Types](https://support.pabau.com/en/pabau2/clinical?hsLang=en#medical-form-types)
    - [Medical Forms Components & Fields](https://support.pabau.com/en/pabau2/clinical?hsLang=en#medical-forms-components-fields)
    - [ePrescriptions](https://support.pabau.com/en/pabau2/clinical?hsLang=en#eprescriptions)
    - [Drugs](https://support.pabau.com/en/pabau2/clinical?hsLang=en#drugs)
    - [Custom Labs](https://support.pabau.com/en/pabau2/clinical?hsLang=en#custom-labs)
    - [Vaccines](https://support.pabau.com/en/pabau2/clinical?hsLang=en#vaccines)
    - [Diagnostic & Billing Codes](https://support.pabau.com/en/pabau2/clinical?hsLang=en#diagnostic-billing-codes)
- [Pabau AI Scribe](https://support.pabau.com/en/pabau2/pabau-ai-scribe?hsLang=en#main-content)

    - [AI in Treatment Notes](https://support.pabau.com/en/pabau2/pabau-ai-scribe?hsLang=en#ai-in-treatment-notes)
- [Pabau GO iOS app](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#getting-started)
    - [General](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#general)
    - [Care Pathways](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#care-pathways)
    - [Appointments](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#appointments)
    - [Clients](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#clients)
    - [Pabau Scribe](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#pabau-scribe)
    - [Payments](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#payments)
    - [Leads](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#leads)
    - [Quotes](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#quotes)
    - [Reviews](https://support.pabau.com/en/pabau2/pabau-go-ios-app?hsLang=en#reviews)
- [Marketing](https://support.pabau.com/en/pabau2/marketing?hsLang=en#main-content)

    - [Broadcasts](https://support.pabau.com/en/pabau2/marketing?hsLang=en#broadcasts)
    - [Reviews](https://support.pabau.com/en/pabau2/marketing?hsLang=en#reviews)
    - [Referrals](https://support.pabau.com/en/pabau2/marketing?hsLang=en#referrals)
    - [Gift Cards](https://support.pabau.com/en/pabau2/marketing?hsLang=en#gift-cards)
    - [Loyalty](https://support.pabau.com/en/pabau2/marketing?hsLang=en#loyalty)
    - [Marketing Sources](https://support.pabau.com/en/pabau2/marketing?hsLang=en#marketing-sources)
    - [Capture Forms](https://support.pabau.com/en/pabau2/marketing?hsLang=en#capture-forms)
    - [Workflows](https://support.pabau.com/en/pabau2/marketing?hsLang=en#workflows)
    - [Promotions](https://support.pabau.com/en/pabau2/marketing?hsLang=en#promotions)
    - [Automations](https://support.pabau.com/en/pabau2/marketing?hsLang=en#automations)
    - [Client Lifecycle & Engagement Automations](https://support.pabau.com/en/pabau2/marketing?hsLang=en#client-lifecycle-engagement-automations)
    - [Lead Automations](https://support.pabau.com/en/pabau2/marketing?hsLang=en#lead-automations)
    - [Payments & Billing Automations](https://support.pabau.com/en/pabau2/marketing?hsLang=en#payments-billing-automations)
- [Communications](https://support.pabau.com/en/pabau2/communications?hsLang=en#main-content)

    - [Client Notifications](https://support.pabau.com/en/pabau2/communications?hsLang=en#client-notifications)
    - [Communications](https://support.pabau.com/en/pabau2/communications?hsLang=en#communications)
    - [Sender Address](https://support.pabau.com/en/pabau2/communications?hsLang=en#sender-address)
- [Online Bookings](https://support.pabau.com/en/pabau2/online-bookings?hsLang=en#main-content)

    - [General](https://support.pabau.com/en/pabau2/online-bookings?hsLang=en#general)
    - [Customize](https://support.pabau.com/en/pabau2/online-bookings?hsLang=en#customize)
    - [Analytics](https://support.pabau.com/en/pabau2/online-bookings?hsLang=en#analytics)
    - [Client Portal](https://support.pabau.com/en/pabau2/online-bookings?hsLang=en#client-portal)
    - [Social Media](https://support.pabau.com/en/pabau2/online-bookings?hsLang=en#social-media)
    - [New Online Bookings](https://support.pabau.com/en/pabau2/online-bookings?hsLang=en#new-online-bookings)
- [Financials](https://support.pabau.com/en/pabau2/financials?hsLang=en#main-content)

    - [General](https://support.pabau.com/en/pabau2/financials?hsLang=en#general)
    - [Payment Processing](https://support.pabau.com/en/pabau2/financials?hsLang=en#payment-processing)
    - [Invoices](https://support.pabau.com/en/pabau2/financials?hsLang=en#invoices)
    - [Policies](https://support.pabau.com/en/pabau2/financials?hsLang=en#policies)
    - [Quotes](https://support.pabau.com/en/pabau2/financials?hsLang=en#quotes)
    - [Disputes](https://support.pabau.com/en/pabau2/financials?hsLang=en#disputes)
    - [Taxes](https://support.pabau.com/en/pabau2/financials?hsLang=en#taxes)
    - [Discounts](https://support.pabau.com/en/pabau2/financials?hsLang=en#discounts)
    - [Sales History](https://support.pabau.com/en/pabau2/financials?hsLang=en#sales-history)
    - [Payment Links](https://support.pabau.com/en/pabau2/financials?hsLang=en#payment-links)
    - [Payments](https://support.pabau.com/en/pabau2/financials?hsLang=en#payments)
    - [Payment Processing (Updated)](https://support.pabau.com/en/pabau2/financials?hsLang=en#payment-processing-updated)
- [Card Terminals](https://support.pabau.com/en/pabau2/card-terminals?hsLang=en#main-content)

    - [Setting up the Pabau Pay Card Terminal](https://support.pabau.com/en/pabau2/card-terminals?hsLang=en#setting-up-the-pabau-pay-card-terminal)
    - [Wallet](https://support.pabau.com/en/pabau2/card-terminals?hsLang=en#wallet)
    - [Card Terminal Troubleshooting](https://support.pabau.com/en/pabau2/card-terminals?hsLang=en#card-terminal-troubleshooting)
- [Products & Stock](https://support.pabau.com/en/pabau2/products-stock?hsLang=en#main-content)

    - [Products](https://support.pabau.com/en/pabau2/products-stock?hsLang=en#products)
    - [Inventory](https://support.pabau.com/en/pabau2/products-stock?hsLang=en#inventory)
    - [Orders](https://support.pabau.com/en/pabau2/products-stock?hsLang=en#orders)
    - [Inventory Movement](https://support.pabau.com/en/pabau2/products-stock?hsLang=en#inventory-movement)
- [Leads](https://support.pabau.com/en/pabau2/leads?hsLang=en#main-content)

    - [General](https://support.pabau.com/en/pabau2/leads?hsLang=en#general)
    - [Leads](https://support.pabau.com/en/pabau2/leads?hsLang=en#leads)
    - [Pipelines](https://support.pabau.com/en/pabau2/leads?hsLang=en#pipelines)
- [Analytics](https://support.pabau.com/en/pabau2/analytics?hsLang=en#main-content)

    - [General](https://support.pabau.com/en/pabau2/analytics?hsLang=en#general)
    - [Custom Reports](https://support.pabau.com/en/pabau2/analytics?hsLang=en#custom-reports)
    - [Reports](https://support.pabau.com/en/pabau2/analytics?hsLang=en#reports)
- [Memberships](https://support.pabau.com/en/pabau2/memberships?hsLang=en#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/memberships?hsLang=en#getting-started)
    - [General](https://support.pabau.com/en/pabau2/memberships?hsLang=en#general)
    - [Selling memberships online & at POS](https://support.pabau.com/en/pabau2/memberships?hsLang=en#selling-memberships-online-at-pos)
- [Activities](https://support.pabau.com/en/pabau2/activities?hsLang=en)
- [App Marketplace (Integrations)](https://support.pabau.com/en/pabau2/app-marketplace-integrations?hsLang=en#main-content)

    - [General](https://support.pabau.com/en/pabau2/app-marketplace-integrations?hsLang=en#general)
    - [Payments & Accounting](https://support.pabau.com/en/pabau2/app-marketplace-integrations?hsLang=en#payments-accounting)
    - [UAE (Emirates ID and NABIDH)](https://support.pabau.com/en/pabau2/app-marketplace-integrations?hsLang=en#uae-emirates-id-and-nabidh)
- [FAQs & Troubleshooting](https://support.pabau.com/en/pabau2/faqs-troubleshooting?hsLang=en#main-content)

    - [FAQs](https://support.pabau.com/en/pabau2/faqs-troubleshooting?hsLang=en#faqs)
    - [Glossary of Pabau terminology](https://support.pabau.com/en/pabau2/faqs-troubleshooting?hsLang=en#glossary-of-pabau-terminology)
    - [Troubleshooting](https://support.pabau.com/en/pabau2/faqs-troubleshooting?hsLang=en#troubleshooting)
- [Developer & Other](https://support.pabau.com/en/pabau2/developer-other?hsLang=en#main-content)

    - [Labs & Pharmacies](https://support.pabau.com/en/pabau2/developer-other?hsLang=en#labs-pharmacies)
    - [Objects](https://support.pabau.com/en/pabau2/developer-other?hsLang=en#objects)
- [Migrating Your Data to Pabau](https://support.pabau.com/en/pabau2/migrating-your-data-to-pabau?hsLang=en)
- [Pabau Account Optimization](https://support.pabau.com/en/pabau2/pabau-account-optimization?hsLang=en)
- [For Patients: How-to Guides](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#main-content)

    - [Client Portal Guide](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#client-portal-guide)
    - [Getting started](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#getting-started)
    - [Appointments](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#appointments)
    - [Payments and Cards](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#payments-and-cards)
    - [Packages, Vouchers and Loyalty](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#packages-vouchers-and-loyalty)
    - [Your Details, Forms and Documents](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#your-details-forms-and-documents)
- [Best Practices](https://support.pabau.com/en/pabau2/best-practices?hsLang=en)
- [Pabau Product Portal](https://support.pabau.com/en/pabau2/pabau-product-portal?hsLang=en)
- [Compliance](https://support.pabau.com/en/pabau2/compliance?hsLang=en)
- [Care Plus Upgrade](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#getting-started)
    - [Cases](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#cases)
    - [Forms & templates](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#forms-templates)
    - [Prescriptions](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#prescriptions)
- [Marketing Plus upgrade](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#getting-started)
- [Labels](https://support.pabau.com/en/pabau2/labels?hsLang=en#main-content)

    - [Labels](https://support.pabau.com/en/pabau2/labels?hsLang=en#labels)
- [Engage](https://support.pabau.com/en/pabau2/engage?hsLang=en#main-content)

    - [Getting Started](https://support.pabau.com/en/pabau2/engage?hsLang=en#getting-started)
    - [Inbox & Conversations](https://support.pabau.com/en/pabau2/engage?hsLang=en#inbox-conversations)
    - [Clients & the Client Panel](https://support.pabau.com/en/pabau2/engage?hsLang=en#clients-the-client-panel)
    - [SMS](https://support.pabau.com/en/pabau2/engage?hsLang=en#sms)
    - [Phone Calls](https://support.pabau.com/en/pabau2/engage?hsLang=en#phone-calls)
    - [Porting Your Numbers](https://support.pabau.com/en/pabau2/engage?hsLang=en#porting-your-numbers)
    - [WhatsApp](https://support.pabau.com/en/pabau2/engage?hsLang=en#whatsapp)
    - [Email](https://support.pabau.com/en/pabau2/engage?hsLang=en#email)
    - [Fax](https://support.pabau.com/en/pabau2/engage?hsLang=en#fax)
    - [Facebook & Instagram](https://support.pabau.com/en/pabau2/engage?hsLang=en#facebook-instagram)
    - [Routing & Automation](https://support.pabau.com/en/pabau2/engage?hsLang=en#routing-automation)
    - [Billing & Usage](https://support.pabau.com/en/pabau2/engage?hsLang=en#billing-usage)
- [Insurance Billing](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#main-content)

    - [Insurance Billing (UK)](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#insurance-billing-uk)
    - [Insurance Billing (US)](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#insurance-billing-us)
    - [Insurance Billing (Australia)](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#insurance-billing-australia)
    - [US Insurance Billing Additional Resources](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#us-insurance-billing-additional-resources)
- [New Client Card](https://support.pabau.com/en/pabau2/new-client-card?hsLang=en)
- [Data Hub](https://support.pabau.com/en/pabau2/data-hub?hsLang=en)

[![Pabau](https://support.pabau.com/hubfs/logo-final-1.svg "Pabau")](https://pabau.com)

 

Copyright © 2025, Pabau