Knowledge Base
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| Setup Clinical Record Templates (Specific) - Enterprise Users can create personal templates.
First, navigate to Maintenance, Clinical & Imaging and then Generic Templates. Then click 'Copy All Generic Templates' at the bottom of the screen.... Maintenance - Enterprise |
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| Assign Clinical Record Templates To Users - Enterprise Personalised and generic Clinical Templates made in the Maintenance module will be available for clinicians to select from within the Clinical module when they have appointments. They will need to select the template in each clinical field each time they fill in a new Clinical Record.
Alternatively, you can personalise the Clinical module. You can assign each clinical field a template depending on user. This means when a user opens a new Clinical Record, it will automatically load the template assigned to that user for that field.
Navigate to Maintenance, Users, and then Users / Staff.
Click on the user you would like to edit to highlight it.... Maintenance - Enterprise |
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| Adding A Computer To i-Clarity - Enterprise Before i-Clarity can be used on a computer, it needs to be added to the i-Clarity system. To do this, you will need to either add the computer details when installing i-Clarity Enterprise and then contact i-Clarity support to activate it, or add the computer in Maintenance on an existing computer.
Adding A Computer When Installing i-Clarity Enterprise
When i-Clarity Enterprise is installed on a new computer, you will be prompted to add your computer.
... Maintenance - Enterprise |
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| Direct Debit And Standing Order Communications - Enterprise When you set up a Direct Debit for a patient, you can get them to sign an agreement (or mandate) for the Direct Debit.
Document Set Up
You should create a Word document containing the information you want to include on your mandate.
Your letters should be saved in the appropriate folder ready to be attached in Maintenance. You can find the folder location by navigating to Maintenance, Branch & System and then Branch Full Config.
... Maintenance - Enterprise |
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| Zebra Barcode Label Printer Not Working - Enterprise If your label printer has stopped working, you may be able to fix the issue by using some of the tips below.
Check that the printer is still showing as a printer in the Windows settings (Settings > Devices > Printers and Scanners). If it isn't then you may need to reinstall the printer. If you are installing/reinstalling a driver, it is recommended that you unplug the printer's USB cable from the computer and switch off the printer before starting the install. You will be asked to reconnect it during the install.
Check that there is nothing stuck in the queue that could be preventing new labels from printing.- In Windows, navigate to Settings > Devices > Printers & Scanners, select the correct printer > Open Queue.- To clear the queue, select Printer > Cancel all documents.
Check that you can print a test page from the printer in your Windows settings (Settings > Devices > Printers & Scanners, select the corr... General - Enterprise |
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| Editing And Deleting Promotion Products - Enterprise Promotions allow 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.
Navigate to Maintenance, Point of Sale & Dispensing and Promotions, then highlight the promotion you wish to edit by clicking on it in the top half of the screen.... Maintenance - Enterprise |
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| Selling A Gift Voucher - Enterprise On the 'Create New Sale' screen in Sales, select the voucher denomination you are selling.
... Point Of Sale - Enterprise |
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| Redeeming A Gift Voucher - Enterprise When a recipient comes to redeem their Gift Voucher, make a sale in the usual way.
When you reach the Enter Payment Screen, select the Payment Type 'Gift Voucher'.
... Point Of Sale - Enterprise |
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| Accounting Implications Of Gift Vouchers - Enterprise
When you first sell the Gift Voucher, you will not normally know what it is going to be used for so you cannot really assess the VAT liability. That is why the system requires you to assign any Gift Vouchers to the 'Other' category.
The value of the Gift Voucher is however, added to that day's sales, and of course the money paid will form part of the day's takings and be included in the Cashing Up.
When part or all of that Gift Voucher is redeemed, then a sale is made in the normal way, added to that day's sales and VAT accounted for on the sale in the normal way.
However, to avoid double counting sales, (i.e. once when you sold the Gift Voucher in the first place and then again when the voucher was redeemed), i-Clarity creates an additional reverse transaction to the value of the amount of the voucher being used. This is entirely paid off by the payment method 'Gift Voucher', and is usually hidden. However, you can reveal... Point Of Sale - Enterprise |
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| Write Off, Amend Payment and Deleting A Transaction (With Examples) - Enterprise 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.
... Point Of Sale - Enterprise |