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Access Patient Profile
- Navigate to the desired patient profile.
- Locate the Insurance section within the patient profile.
- Choose to either edit an existing insurance record or upload a new insurance.
- Under Notes, enter relevant information, such as copay amounts (e.g., "Copay is $45").
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Where to View Notes
- Insurance Notes can be viewed in the following areas:
- Patient profile insurance table
- Right hand panel
If you have any questions, please refer to Barti's Help Center or create a support ticket at support.barti.com.