Knowledge Base
Your search for returned 125 results across 13 page(s). Search Category: Maintenance. Software Version: All Versions.
| Setting Up Occupations - Enterprise You can create a list of occupations to record in a patient's record. There will be a list of common occupations already in i-Clarity, but you can add more by going to Maintenance, Patient Information and then 'Occupations'. This will load the Occupations form shown below.
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| Set Default Communication Preferences - Enterprise In the Patient Record, there are dropdown lists for Email and SMS communication options to help with GDPR rules. The customer can choose to accept or decline receiving Email updates and, if they are happy to receive SMS messages, Recall only or Phone only on their mobile. You can set the default for the lists in the Maintenance module.
Navigate to the Maintenance module, Branch & System, and then Branch Full Config.
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| Adding Mail-Merge Fields To A Communication - Enterprise Mail-merge "placeholders" will enable patient's details to be mail merged into your document. To begin this process, you need to export a sample merge file from i-Clarity to use in your document.
Log in to i-Clarity and on any Patient Record, click 'Extras' and the 'Create Sample Merge Files'.... Maintenance - Enterprise |
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| Activating A New PC In i-Clarity Enterprise As an added layer of security, i-Clarity Enterprise requires you to activate a new installation of i-Clarity before it can be used.
You can easily approve your new PC from one of your existing i-Clarity installations.
To do this:
Navigate to Maintenance → Computers on an existing, authorised installation.
Locate your new PC in the list.
Tick the Activate checkbox on the far right of its row.
Once activated, your new PC will be approved fo... Maintenance - Enterprise |
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| Assigning Appointment Types To Users - Enterprise Once the appointment type has been added, it needs to be assigned to a staff type. This allows you to control which appointments appear in which clinicians appointment clinics. (If you have not already added your staff types, please see the 'Creating Staff Types' article.)
Navigate to Maintenance, Appointment and then Appointment Types. Assigning appointments to staff types is done on the bottom left hand section of the screen.
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| Assigning Appointment Types To Recall Schemes - Enterprise Scheme types link appointments to recalls, forms and record printing. An Appointment Type assigned to the Scheme Type - Eye Exam, will mean during clinic preparation, if the patient is entitled to an NHS exam, a GOS1 form can be created.
The Scheme Type to Appointment Type link is also important if you have the feature 'Arrival Resets Recall' featured turned on (Branch Full Config in Maintenance). If this feature is turned on, when a patient attends an appointment, the system checks the Scheme Type linked to the appointment. If the patient has a recall communication in the pending communications section of their record of the same Scheme Type, it will automatically update their communication send date. This is a failsafe so that if the patient's recall does not get updated, the patient does not receive a recall reminder shortly after attending an appointment.
In the Maintenance Module, go to Appointment and then Appointment Types.
Scheme Type set up is ... Maintenance - Enterprise |
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| Setting Up Your i-Clarity To Work With Online Appointment Booking - Enterprise Choosing which appointment types are available to be booked online
For patients to be able to book appointments online directly into your i-Clarity diary you will first need to specify which types of appointment are bookable and which appointment slots in the diary are visible online.
Open the maintenance module and navigate to the appointment types form.
Within the top table of appointments, tick the ‘Online’ box next to any appointment type you would like to make available for online booking.... Maintenance - Enterprise |
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| Enable A Prompt To Display When Patient Details Are Missing - Enterprise You can select certain fields in patient records as prompted fields. This means that if this field is not filled in, when the user leaves the Patient Record, a warning message will show up. To set these fields, go to Maintenance, Patient Information and then Patient Prompted Fields.
Tick the box(es) of the field(s) you would like to receive prompts for.
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| Automated Appointment Confirmations (General) - Enterprise You can set the system to automatically send appointment confirmations and reminders.
Go to Maintenance, Branch & System and then Branch Full Config. Then click on 'Config Appointment Confirmations'. This will open a new window.... Maintenance - Enterprise |
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| Replace Appointment Types - Enterprise You can replace old Appointment Types by going to Maintenance, Appointment, Appointment Types and selecting 'Delete Old Appointment Types'.
Please note: The old appointment will be renamed everywhere in the system. In patient's appointments, any appointment previously booked will now appear to have been the new appointment type. Any appointments booked in the system will be renamed to the new Appointment Type. If you want historical appointment information to remain the same but the appointment to no longer be available please see the 'Remove Appointment Types' article.
Click 'Delete Old Appointment Types' at the bottom of the screen.
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