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i-Clarity Hub - Knowledge Base

Knowledge Base

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ERROR Message: Incompatible file type and file extension  
This error occurs when a document is generated through i-Clarity and i-Clarity is set to auto save, when words default file type for saving is not the standard .doc or .docx To correct the error: On the computer that presents the error message, open Microsoft Word. Click on 'File' ...
1.1.06.0 I-CLARITY RELEASE NOTES   
Build: 1.1.6.0 CHANGES WORTH NOTING! 1. Predictive Statement FunctionThe predictive statement function was too sensitive to single characters or short words. Therefore the Tab button has replaced the enter button for selecting the first result in the predictive statement list.For example if you wanted to type ‘No’ and enter, previously this would have found predictive statement results and on pressing enter would have entered the first result in the list. Now, typing No and then pressing enter will result in a typed No followed by the return character.Features of predictive statements:• Pressing Tab will populate your text box wit...
The i-Clarity EGOS Process  
English eGOS Claims follow this process through the i-Clarity system to the PCSE website Patient claim is created in i-ClarityThis usually happens when the first signature is saved to the claim. For a GOS1 claim this will be the patient's signature for a GOS3 claim this will be the optometrist signature The claim is then linked to a payment in i-ClarityFor claims to be submitted from i-Clarity to the PCSE website they must be linked to a payment. This means as claims are submitted deferred payments are automatically updated to the status ‘Not yet paid, submitted’ The claim is finalised in i-ClarityAll the necessary signatures and claim info is completed and checked. The claim is submitted from i-Clarity to the PCSE website.The submit button is clicked on the claim (or in deferred payments) and the claim is submitted to the PCSE Website ...
Write Off, Amend Payment, and Deleting a Transaction (with examples)  
Errors on the patient account or walk in sale can be corrected using one or more of the following features. Write Off The write off button allows you to remove either all the outstanding balance against an individual sale or part of the outstanding balance. ...
Refunds: Create Refund and Refund Partial Sale  
Refund a Sale in Full. This method of creating a refund is used if a patient returns a product and is owed a full refund. Tick the box next to the sale that needs refunding. Click on Refund Selected Sale This will open a confirmation window, which also give you the option of returning the product(s) to stock. Click Yes to proceed A refund for the selected sale will be entered onto the system and the Enter Payments screen will be displayed. On the Enter payments screen, select the method which is being used to return the payment to the patient. The amount to be refunded will be shown as a minus figure. Click the Confirm Amount button. Once the payment information is visable in the bottom box, click Confirm Total. Enter a reason for the refund. Click OK. Details of the refund now appear in the sales transaction summa...
Creating, Editing or Deleting a Diary Template  
To access the diary templates, firstly open the appointment diary. ...
Creating A Single Clinic  
To be able to book an appointment, a clinic must be set up for the day that your looking to book the patient in. i-Clarity will not allow you to book a clinic for a user who already has a clinic booked that day but it will allow you to book an AM and a PM clinic separately at the same or different branches. Creating a Single Clinic Click on the Appts icon to open the appointment diary. ...
Duplicating A Clinic  
To be able to book an appointment, a clinic must be set up for the day that your looking to book the patient in. i-Clarity will not allow you to book a clinic for a user who already has a clinic booked that day but it will allow you to book an AM and a PM clinic separately at the same or different branches. Duplicating a Clinic Another way of creating a clinic is to copy an existing clinic to a new date to create a new one. Any appointments booked into the original clinic will not be duplicated but any reserved appointment slots will be duplicated. In the appointment diary click on the ‘config mode’ button on the right-hand side to switch the diary view into configuration mode. ...
Deleting A Clinic  
Deleting a clinic This feature allows you to remove a clinic from the diary. In the appointment diary click on the ‘config mode’ button on the right-hand side to switch the diary view into configuration mode. ...
Adding an extra appointment to the start or end of a clinic  
To be able to book an appointment, a clinic must be set up for the day that your looking to book the patient in. i-Clarity will not allow you to book a clinic for a user who already has a clinic booked that day but it will allow you to book an AM and a PM clinic separately at the same or different branches. Adding an extra appointment to the start or end of a clinic In the appointment diary click on the ‘config mode’ button on the right-hand side to switch the diary view into configuration mode. ...
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