Knowledge Base
Your search for returned 125 results across 13 page(s). Search Category: Maintenance. Software Version: All Versions.
| Set 'Order Lenses' To Default - Enterprise To set order lenses to default, navigate to Maintenance, Branch & System and then System Parameters. At the top of the screen, tick the 'Order Lenses by Default' checkbox. This will then automatically check the 'Order Lenses' checkbox when dispensing.
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| Set Default Blank Sizes - Enterprise To set default blank sizes, navigate to Maintenance, Branch & System and the System Parameters. Under Orders/Dispense you can enter the Default Blank Size, Default Min and Default Max.
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| Require Registered Optician Sign-Off For U16 - Enterprise Due to regulations regarding dispensing spectacle to under 16s, you can stop anyone who who is not a registered professional from collecting spectacles off the system.
Navigate to Maintenance, Branch & System and then System Parameters. Under Orders/Dispense, there is a 'Registered Optician Sign-off Required for Under 16s' check box.
If this box is checked, when a user tries to collect spectacles off the system, it will require the password of a registered professional.
If the checkbox is unticked, any user will be able to collect spectacles on the system.
This box is checked by default and is recommended.
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| Set Default Deposit Prompt And Percentage - Enterprise You can set the system to prompt for a deposit at a chosen percentage in Maintenance, Branch & System, System Parameters.
Under Orders/Dispense, tick the 'Prompt for Deposit Amounts' checkbox. Then type the percentage amount you would like to be paid in the 'Default Deposit Percentage' box.
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| Deleting Dispensing Estimates - Enterprise When you load a patient's Dispenses, if there are a lot of dispense estimates, it can take longer to open the module. To help with this, you can set i-Clarity to delete dispense estimates after a given number of days.
Navigate to Maintenance, Branch & System and System Parameters. Under Orders/Dispense, tick the 'Delete Dispense Estimates after' box and then type in the number of days you want the dispenses to stay in the system before being deleted.
If they checkbox is unticked, the system will not delete any dispense estimates.
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| Assign Default Order Types For A Branch - Enterprise In the Dispense module there is an Order Type Drop Down list where you can select from options such as Prepare and advise, Remote edging, Uncut etc. You can set a default for this list so that your most common order type is already selected so that you do not have to change it each time.
Navigate to Maintenance, Branch & System and then Branch Full Config. In the bottom left of the screen, there is a Default Order Type dropdown to select the default order type. For example, if you have a tracer and you remote edge the majority of your orders, you can set the default to 'Remote edging' and the orders will automatically show as 'Remote edging'. This can be altered when dispensing as necessary. Click 'Save' to change the changes made.
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| Set Default Workshop For Dispensing - Enterprise When dispensing, you select the workshop that your order is going to. If you generally use one workshop more than the others you can set a default workshop in the branches tab. When you go into the dispensing module, your default workshop will already be selected. This can be changed manually at the time of dispense if needed.
Navigate to Maintenance, Branch & System and then Branch Full Config.
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| Set NHS Voucher Limits - Enterprise This function allows you to set a maximum lens price covered by an NHS voucher. For example, if you usually dispense patients with an NHS voucher A with a lens that is on the system at £50, you can set the system to discount the £50 to the voucher value when you click the 'Adjust Lens Prices' button in the Dispense Module.
Navigate to Maintenance, Point of Sale & Dispensing and then Vouchers, which will load the following screen.
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| Create A Promotion - Enterprise You can create promotions packages in Maintenance, which allows the user to select frames and lenses at reduced prices when they select the promotion in the Dispense module. You can add either frames or lenses or a combination of both. If you add both frames and lenses to a promotion, you will only be able to select a combination of the promotion frames and lenses for the promotion to work.
Creating A Promotion
Navigate to Maintenance, Point of Sale & Dispensing and then Promotions to load the following screen and click 'New Promotion'.
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| Setup Banks To Be Used For Patients Direct Debit Payments - Enterprise When you are setting up a Direct Debit for a patient and you enter their bank details, i-Clarity can pull through the Bank's address based on the sort code entered. You can go to the Maintenance Module, use the Search bar to search for banks and populate a list of Banks and addresses. Fill in the boxes at the bottom of the page from left to right.
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