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I-Clarity Hub - Knowledge Base - Adding a New Analysis Code - Enterprise

Adding a New Analysis Code - Enterprise

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I-Clarity Version: Enterprise - View the i-Clarity version of this article
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Analysis codes are common headline information that you want to add to the front page of the patient's record. E.g. if a patient is on a direct debit, is diabetic or is part of a loyalty scheme.

You can also filter patients by analysis code in the Marketing module. By default, any code assigned to a patient will be displayed on the front page of their record.

To add a new analysis code, open the Maintenance module, Patient Information, Analysis Codes. 

Fill in the boxes at the bottom of the page from left to right.

  1. Name of the code as you want it to appear on the Patient Record.
  2. The next box is for any notes.
  3. When an analysis code with a prompt is selected, the system will pop up a dialog box when you open the appointments page, as a reminder that the patient has this analysis code. If you would like a prompt for patients with this analysis code, you can check this box.
  4. Click in the white box to open the colour palette and select a colour if you want the analysis code to be highlighted.
  5. All analysis codes show up on the front page of the Patient Record by default. If you would like an analysis code that can be assigned to patients records but does not show up on the front page you can uncheck the last box. This is useful for filtering patients out in Marketing without having the code appear with the patient's headline information.

Click the add button to add the new analysis code.

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