Knowledge Base
Your search for returned 86 results across 9 page(s). Search Category: Main Form. Software Version: All Versions.
| Patient Activity Notes ... Main Form - i-Clarity |
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| Adding A Patient Action The 'Patient Activity' tab is split into two sections, the bottom section is used to record items that need to be done in the future e.g. call patient to follow up on new contact lenses or information about the patient that needs to be flagged when they next contact the practice.
Select the date you would like the action to be completed/appear on the action list. You can select the action date by clicking on the arrow next to the date to open a calendar and clicking on the date you would like the action to be done. You can also tick the remove action date box. Ticking this box will remove the date associated with this patient action meaning it will not appear on the action list and it will just pop up when a user opens the patient record.
... Main Form - i-Clarity |
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| View And Complete Patient Actions The bottom section of the patient activity page is called the patient actions. In this section you can record items that need to be done in the future e.g. call patient to follow up on new contact lenses or information about the patient that needs to be flagged when they next contact the practice.
To access actions assigned to all patients, click the actions button towards the top right of the main patient form. A pink button shows outstanding actions assigned to the logged in user.
... Main Form - i-Clarity |
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| Examples Of Using The Patient Action Facility General Action
A patient action should be added in this way when you want a note to appear on the action list for a particular day and the patient action can be completed by anyone. For example, please call patient to see how they are getting on with their new contact lens prescription.
Enter the date you would like the action to be completed.
Enter details of the action that needs to be completed.
Depending on the content and importance of the action tick or untick the reminder box e.g. if the patient phones before this date does the staff member talking to the patient need to know this information immediately. If yes, then the reminder box should be ticked.
Click Add.
Personal Action
A patient action should be added in this way when you want a note to appear on your action list for the day. For e... Main Form - i-Clarity |
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| View Actions To Do On the top right of the main screen is the notification button.
... Main Form - i-Clarity |
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| Viewing The Action List By default, the action list shows patient actions that are due today or overdue and actions that are assigned to all users and the user logged in.
Actions assigned to the logged in user are highlighted green.
... Main Form - i-Clarity |
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| Using Analysis Codes On the front of the patient record there is a box which shows the analysis codes selected for this patient. Analysis codes are used as prompts to provide you with key information about the patient or marketing opportunities that patient may present.
These analysis codes are listed in the marketing module and can be used for targeted marketing communications.
... Main Form - i-Clarity |
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| How To Stop Recall Communications Being Sent To A Patient There are two ways to stop i-Clarity sending recalls to patients.
Method 1
One way to stop i-Clarity from sending recalls to a patient is by ticking the ‘stop all recalls’ box. This can be found on the patients 'Patient Communications' tab.
Whilst this box is ticked no recalls will be sent out from the system.
It is worth noting that this tick box is never automatically unticked by the system. So, all future recalls will be stopped until the box is unticked.
... Main Form - i-Clarity |
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| How To Stop Marketing Communications Being Sent To A Patient On a patients 'patient communications' tab is a tick box labelled ‘Stop All Marketing’. Ticking this box will stop the patient appearing in the marketing module for all communication types - except when the ‘search patient database’ and ‘ignore communication preference’ options are selected in marketing.
... Main Form - i-Clarity |
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| Recording That A Patient Has Stopped Wearing Contact Lenses If a patient has stopped wearing contact lenses, you may want to record this without removing their recall history.
You can do this by heading to the patients 'Further Details' tab and locating the tickbox labelled 'CLs Stoped on'.
... Main Form - i-Clarity |