You can review the Video here.
Let's look a the different ways you can access the Master Record.
From your main schedule screen, there is a Quick Link on each appointment - M
If you have searched your patient using the Quick Search or Search option from the main schedule screen, you can click on the patient demographic number to open the Master Record.
When creating an appointment you also have the ability to open the Master Record.
In all these instances when we access the Master Record, we need to select Edit in order to update or add information.
Once you have clicked on Edit, this will open the option to update or add whatever information is needed.
After adding, you want to scroll to the bottom and Update.