Knowledge Base
Your search for returned 125 results across 13 page(s). Search Category: Maintenance. Software Version: All Versions.
| Remove Appointment Types - Enterprise You can stop the appointment from being booked in the future without altering any previous information. Any previous appointments of this type will still show in the patient's appointments record. Any appointments booked but not yet completed will still show as this appointment type on the report, but if you open the appointment to edit it you will have to change to a new appointment type.
To remove an appointment type, go to Maintenance, Appointment and then Appointment Types.
Looking in the top section of the screen, find the Appointment Type you would like to delete and press the 'x' button in the Del column.
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| Add College Or School Details - Enterprise Go to Maintenance, Patient Information and then Colleges to add the colleges that are local to your practice so that you can add them to Patient Records. i-Clarity will then use this to fill in the NHS form etc.
Fill in the college information into the boxes at the bottom of the page. Once you have filled in all the information click the '+' button.
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| Replacing GPs When A GP Retires Or Leaves A Practice - Enterprise In order to keep your GP list tidy, when a GP retires or leaves a practice, we suggest that you use the spreadsheet function in Maintenance, Patient Information, GPs to replace the GP with another GP at the practice.
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| Allow Users To Edit GPs Without Maintenance Access - Enterprise You can allow users to modify GP records even if they do not have Maintenance Access. To enable this, navigate to Maintenance, Branch & System, System Parameters and on the right-hand side under Editing and Warnings, there is a checkbox for 'Allow Users To Modify GP Records'.
If this is ticked then users will be able to modify the details of a GP for all patients assigned to that GP from a patient's record.... Maintenance - Enterprise |
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| Creating Or Editing Form Permissions - Enterprise This is your security section. You can create a group of permissions allowing anyone assigned to that group access to certain sections and functions of the system. For example, only a manager would be able to carry out a write off or refund.
Go to Maintenance, Users, Form Permissions. This will load the following window.
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| Allow Users To Edit Colleges or Schools Without Maintenance Access - Enterprise You can allow users to modify college records even if they do not have Maintenance access. To enable this, got to Maintenance, Branch & System and then 'System Parameters'.
This will load to following screen.
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| Creating Recall Schemes And Stages - Enterprise i-Clarity recalls can be separated into three sections: Schemes, Stages and Communications.
Recall Schemes - manage the expiry date of the patient's prescription and when the patient is due for another appointment.
Stages - manage the time intervals of the patient's reminders.
Communications - allow you to individualise your reminders to different groups of patients and manage the order of your communication type preferences.
To create Recall Schemes and Stages, navigate to Maintenance, Patient Communications and then Recall Schemes. This will load the following screen.
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| Add A New GP - Enterprise Go to Maintenance, Patient Information and the GPs.
This is where you can populate the General Practitioners in your area that can then be added to a Patient Record. i-Clarity will then use this to fill in NHS forms etc.
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| Automated Appointment Reminders - Enterprise You can set appointment reminders in Maintenance, Branch & System and then System Parameters.
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| Automated Appointment Confirmations (Specific) - Enterprise You can set the system to automatically send appointment confirmations and reminders. You can create different messages for different appointment types. For example, you may want to include a reminder to wear contact lenses for an Aftercare appointment.
Navigate to Maintenance, Branch & System, Branch Full Config and click 'Config Appointment Confirmations'. This is open a new window. (Please note - there is also an 'Appointment Communications' form in Maintenance. This will update the appointment confirmation communication for the branch you are logged into only).... Maintenance - Enterprise |