Knowledge Base
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| Set default blank sizes In the Misc. 3 tab in the maintenance module, you can set default blank sizes.
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| Set default workshop for dispensing 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.
In the branches tab select your default workshop from the dropdown list. This list is populated from the suppliers tab.
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| Set 'order lenses' to default In the misc 3 tab of Maintenance you can tick the “Order Lenses by Default” check box. This will then automatically check the “order lenses” checkbox in the dispensing module.... Maintenance - i-Clarity |
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| Create a promotion You can create promotions packages in the promotions tab in maintenance. This 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
In the maintenance module go to the promotions tab.
Fill in the boxes from the top half of the screen from left to right.
In the first box, type in the name of the promotion. This is what will show up in your promotions list in the dispensing module.
In the next box, choose from the dropdown list which branch this promotion is available in.
If you have a start date for the promotion you can select this from the date box, or check the box for “remove date” if you don&... Maintenance - i-Clarity |
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| Editing and deleting promotion products 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.
In the promotions tab in the maintenance module, highlight the promotion you wish to edit by clicking on it in the top half of the screen. The arrow shows which promotion you are editing.... Maintenance - i-Clarity |
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| Deleting dispensing estimates When you load the dispensing module, if there are lots of dispense estimates in the patient’s record 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 the Misc tab in the maintenance module
Tick the checkbox 'Delete Dispense Estimates after'.
Type in the number of days you want the dispenses to stay in the system before being deleted
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| Set default deposit prompt and percentage You can set the system to prompt for a deposit at a chosen percentage in the Misc. tab of Maintenance.
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| Require registered optician sign-off for u16 Due to regulations regarding dispensing spectacles to under 16’s, you can stop anyone who isn’t a registered professional from collecting spectacles off the system.
If this box is checked, when a user tries to collect spectacles off the system it will require the password of a registered professional.
If the checkbox is unticked, any user will be able to collect spectacles on the system.
This box is checked by default and is recommended.... Maintenance - i-Clarity |
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| Setup Banks to be used for patients direct debit payments 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 populate a list of banks and addresses in the Banks tab in the maintenance module.Fill in the boxes at the bottom of the page from left to right.
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| Collection methods 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 in the collection method tab in the maintenance module. 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 - i-Clarity |