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i-Clarity Hub - Knowledge Base

Knowledge Base

Your search for returned 83 results across 9 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. ...
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. ...
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'....
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