Copy the breakdown into your office software

Under the estimate, press Copy for chart, then paste it into the patient's insurance notes. It reads like this:

Tabruns estimate E-7K4Q · Delta Dental · In network
D2740 #14 Crown: fee $1,100, insurance $550, patient $550 (50% of $1,100)
Coverage: preventive 100%, basic 80%, major 50%
Deductible left before: $0. Yearly maximum left before: $1,000, after: $450.
Total: insurance $550, patient $550. Estimate only. The insurer decides the final amount when the claim is processed.

It never includes the patient's name, member ID or any date. It goes into that patient's own chart, so it doesn't need to.