1. Click on Patient record to access patient

2. Click on Overview

Overview displays the patient information, here you can see the contact info, and other personal details.

3. Click on Appointment

4. Click on Documents

5. Click on Payments

6. Click on Insurance

7. Click on 11/20/024 – 11/20/024

8. Click on Note

9. Type $ {label}

10. Drag highlighted element

11. Click on Confirm Signature

12. Click on Save Draft