Knowledge Base
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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.
... Maintenance - Enterprise |
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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.
... Maintenance - Enterprise |
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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.
... Maintenance - Enterprise |
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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.
... Maintenance - Enterprise |
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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'.
... Maintenance - Enterprise |
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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.
... Maintenance - Enterprise |
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| Collection Methods - Enterprise You can set different ways for Direct Debit/Standing Order money to be collected. You may offer a third party eyecare plan as well as allowing patients to set up Standing Orders or collect your own Direct Debits. You can set a list of different collection types by navigating to Maintenance, Direct Debit/Standing Order and Collection Methods. When you set up a Mandate for a patient, these options will be available to select in the Mandate.
Fill in the information at the bottom of the page.
... Maintenance - Enterprise |
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| Adding Clinical Equipment - Enterprise Please note - Any devices supplied by i-Clarity can be added with the support of the i-Clarity team.
You should add the device from the computer that the device is physically connected to.
You can create a list of tonometers used by navigating to Maintenance, Clinical & Imaging and then Clinical Equipment.
... Maintenance - Enterprise |
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| Edit Record Warning - Enterprise If you navigate to Maintenance, Branch & System and then system parameters, there is a checkbox under 'Editing and Warnings' called 'Warn if Editing Old Record'. If you tick this checkbox, when you try to edit an old record, you will receive a warning message. If you leave this unticked, you will not receive a warning when you edit an existing record.
... Maintenance - Enterprise |
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| Assign Default Professional Fees - Enterprise When a clinician has finished their exam, they are required to assign the correct fee for their appointment. You can set defaults depending on what prescription type is selected. This means that when the confirmation box appears at the end of a test, the appropriate fee will already be selected.
Navigate to Maintenance, Point of Sale & Dispensing and then P.O.S. Config. In the Prescription Types table, click in the 'Default Fee' box next to the prescription type. Then type in the product code of the fee that you would like to set as the default, exactly how it is shown in the system.
Now, when you select the prescription type in the clinical record, this fee will automatically be selected upon exiting the record.
... Maintenance - Enterprise |