In the video below, we outline the key features of the Master Record and how to use it in Avaros.
Patient Master Records can be accessed by searching for the patient under the "Add Patient" link at the top of the schedule view, or by clicking on the "M" on their appointment while on the schedule view.
If no Master Record exists for the patient click on "Create Demographic" as shown below:
Creating a Demographic (Appointment Window):
Creating a Demographic (Add Patient):
Here, you can either manually enter the patient information, or have the information automatically filled by entering the patient's health card and version code, and then pressing "TAB" on your keyboard. Other patient information can be filled out by entering it into the different categories listed on the Master Record page.
If this patient has a main provider at your clinic, you can select their provider from the dropdown box as shown below:
If this patient was referred to your clinic, you can search for a referring physician using either their name or billing number. Please make sure to click "Add" after selecting the referring physician.
When you are finished creating the Master Record, click on "Add Record" at the bottom of the screen.
Master Records can be updated by clicking on "M" on either the appointment block or through "Add Patient" and clicking "M".