Knowledge Base
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| Creating Purchase Orders Automatically Whenever You Send A Frame From A Particular Supplier To Be Glazed - Enterprise i-Clarity Purchase Order Processing consists of 5 stages:
Creating an initial purchase order
Sending it to the supplier
Recording the goods and services that have been received
Reconciling the goods received with the supplier invoice
Exporting the confirmed invoice to an accounts package, e.g. Xero, for analysis and payment.
Purchase Orders are created in 5 different ways:
When you create a spectacle order by confirming a dispense
When you create an order from the CL Management form
From the Stock Form – e.g. for frame stock
From the Stock Form – automated ‘Impress’ ordering
From the Stock form – using automated reorder quantities
This article looks at method 4, creating a purchase order automatically whenever you send a frame, from a particular supplier, away to be glazed.
... Stock - Enterprise |
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| Show Clinics One Day At A Time - Enterprise In Maintenance, Branch & System, Branches you will find a checkbox called 'Show clinics one day at a time' on the left-hand side.
... Appointment Diary - Enterprise |
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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.
... Maintenance - Enterprise |
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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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| Exporting Purchase Orders For Analysis And Payment - Enterprise i-Clarity Purchase Order Processing consists of 5 stages:
Creating an initial Purchase Order.
Sending it to the supplier.
Recording the goods and services that have been received.
Reconciling the goods received with the supplier invoice.
Exporting the confirmed invoice to an accounts package, e.g. Xero, for analysis and payment.
This article looks at section 5, exporting the confirmed invoice to an accounts package, e.g. Xero, for analysis and payment.
To confirm an invoice, use the Menu on the Main Patient Screen and click 'Supplier Invoicing'.
... Stock - 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.
... Maintenance - Enterprise |
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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.
... Maintenance - Enterprise |
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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.
... Maintenance - Enterprise |
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| How To Clear Products From A Purchase Order - Enterprise In the Stock Module, receive the goods as if they were going to arrive.
... Stock - Enterprise |
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| Creating A Purchase Order When Stock Levels Fall Below A Defined Level - Enterprise i-Clarity Purchase Order Processing consists of 5 stages:
Creating an initial Purchase Order.
Sending it to the supplier.
Recording the goods and services that have been received.
Reconciling the good received with the supplier invoice
Exporting the confirmed invoice to an accounts package, e.g. Xero for analysis and payment.
Purchase Orders are created in 5 different ways:
When you create a spectacle order by confirming a dispense.
When you create an order from the Direct Debit module.
From the Stock Form - e.g. for frame stock.
From the Stock Form - automated 'Impress' ordering.
From the Stock Form - using automated reorder quantities.
This article looks at method 5, creating a Purchase Order when stock quantities fall below a defined level.
Automated Stock Re-Ordering (Solutions etc)... Stock - Enterprise |