video1.0<iframe src="https://www.loom.com/embed/c18bb29917f041ae853ae90e302332d5" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/c18bb29917f041ae853ae90e302332d5-3c087025a4181674.gif34.351In this video, I walk you through the process of sending a quote to a patient. I explain how to navigate to the create invoice option from the action button on the patient profile and what information you need to include. Once you've set everything up, I show you how to save the draft and send the quote. Please make sure to follow these steps carefully to ensure a smooth process.