Help with userform

[Len Silva]

Actually, I'm not even sure that userform is what I'm looking for. Let me just share my objectives and seek your advice.
I've had a workbook that I've used for a while, built with your help. I put each client on a new sheet, where I can add and edit as needed. This has worked well until I get to 150 clients or so, then it bogs down.

I'm thinking a new approach where there is just one sheet of data. I need to be able to see all the rows relating to a client to edit payments as well as add a new row for a new appointment (DOS). I also need to be able to add a new client if the name does not exist.

I also want to add or change Insurance Company (INSCO) from a list.

I've tried to work with userform but can't get the results I'm looking for.

This will grow to about 200 names and 2000 DOS per year.

Thanks so much for any help you can give me.