There are several clinical records in i-Clarity that you can create templates for. You can create as many templates as you need for each section, E.g. you may have a U16 template for your reason for visit section as well as an adult reason for visit template. Similarly, you can create a template for MECS/PEARS in the non-eye exam record as well as a template for a dry eye assessment etc.

An example of the layout of each of the clinical records can be seen in this article so that you can visualise how you may want your templates to look before you start.

Pre-Screen (Pre-screen notes clinical field)

Eye Exam ('Rx Reasons for visit' and 'RX Right/Left/General' clinical fields)

Contact Lens Records ('CL current lenses', 'CL Right/Left' and 'CL outcome this visit' clinical fields)

Contact Lens Trial (Contact Lens Trial notes)

Non Sight Test (You can create templates for this area. This record would be used for all enhanced and miscellaneous tests.)

Preparing to Create Your Template

To create your templates, go to the Misc. 4 tab in the maintenance module:

Click on the Maintain Generic Clinical Records Templates button. This will open a new window.

Creating Tags

You can first create your tags.

We will be working on the right-hand side of the screen. The top shows a list of tags and answers already in the system.

At the bottom of this grid, add your new tags

1. Enter the tag name, surrounded by chevrons <<for example>>, into the first box. The tag name is the text that will appear on your clinical records, indicating that some pre-defined options are available E.g. <<Medication>>
2. In the next box enter one of the options you would like to be available anywhere where the tag name appears.
3. Click add.
4. You can now repeat this process with the same tag name, until all the desired options are in the list.
5. When adding medications, you double click on a medication and a list of common conditions will appear. You can tick the checkboxes next to the conditions that this medication treats. When in clinical records you will be able to find medication by condition. E.g. If someone sufferers from headaches you can bring up a list of medications that read headaches.

Creating/Editing your Template

Now, on the left-hand side of the screen you can create the template:

1. Highlight the template you want to edit by clicking on it once. If you want to make a new template, select any template from the list - we will save it as a new template in a later step.
   
   
   
2. Click on preview template.
   
   
   
3. Write out the contents of your template in the space. Where you would like a list of tag answers to show type the tag text including the <<chevrons>>. This must match you tag answers added to the list exactly, including capitals and spaces.
   
   
   
4. If you are creating a new template, type the name of your template in the “with this name” box at the bottom of the space and click on 'Save As'
   
   
   
5. If you are editing an existing template, you can miss out step 4 and just click 'Save' instead.
   

Choose Compliant Options

Once a template has been saved you can mark parts of it as “compliant”. If any section that is marked as compliant is not filled in a warning message will appear when the clinician tried to exit the record. You can also run a clinic outcomes report which will show you which records are, or are not, compliant.

1. Highlight the template you want to edit by clicking on it once.
   
   
   
2. Click on “Preview template”
   
   
   
3. Click on “Compliance” in the top right-hand corner of the template. This will open a new window with your template details.
   
   
   
4. Click once on to the tag name to make it compliant. Click it again to remove compliance. When a tag is compliant it changes colour to purple. Once all your compliant tags have been selected, click close.
   
   
   
5. If you would like to make BVD’s, Pressures, Sign-off and D PD’s to be compliant areas you can tick the check boxes at the top of the template.