Knowledge Base
Your search for returned 86 results across 9 page(s). Search Category: Main Form. Software Version: All Versions.
| View A Patient's Record History The patient history button shows a grid of the changes that have been made to the patient record. The top line shows the information that was on the patient record before the last change was made, the line below that shows the information on the patient record before the change was made and so on.
You can access the patient history by clicking on the patients 'Further Details' tab and selecting 'Patient History'.
... Main Form - i-Clarity |
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| Adding to a patients spectacle history The spectacle prescription button brings up a form that allows you to add and then subsequently view spectacle history that is not stored in the patients i-Clarity record. For example, for a new patient you could enter the prescription of a focimetered pair of the patient’s spectacles they purchased elsewhere.
You can access a patients spectacle history by clicking on the patients 'Further Details' tab and selecting 'Spectacle History'.
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| View A Patient's Document History The Document History button, located on the patients 'Further Details' tab, displays a grid of the documents that have been created from or stored against the patient record.
... Main Form - i-Clarity |
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| Creating Sample Mailmerge Files When creating documents to be used within i-Clarity you are able to use mailmerge fields to include patient specific data. To create these mailmerge links you will need to create a sample merge file which Microsoft Word can use.
To create these files:
Click on a patients 'Further Details' tab. (It does not matter which patient you use but we recommend using a Test patient)
Click on the button 'Create Sample Merge Files'
... Main Form - i-Clarity |
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| Quick Glance At The Daily Sales Summary It can be good to see how sales are going for the day so far. Located on the patients 'Further Details' tab is a button called 'Sales Summary'.
The sales summary button is a quick way to access the sales summary report, by default it opens with today’s date as the filter so that you can see today’s sales so far.
This sales summary is NOT linked specifically to the selected patient.
... Main Form - i-Clarity |
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| Anonymise A Patient's Record We do not recommend this is done until the patient record has been transferred into the archive branch.
In a patients 'Further Details' tab, clicking on the 'Anonymise Patient' button will remove all the data from the patient record that makes it identifiable.
... Main Form - i-Clarity |
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| View A Patient's Appointment Schedule The last tab along the top of the patient record is the appointment tab.
Clicking on this will open the appointment page of the patient record.
Here you will see a list of the appointments the patient has attended in the past, failed to attend or has booked.
This can be useful when you want to see which practitioners the patient has seen or appointment types that patient has had in the past.
... Main Form - i-Clarity |
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| Why Is The Patient's Name Highlighted In Red or Green? On the patients front screen, you may notice that their name is sometimes highlighted.
The patient name will be highlighted in red if they have an outstanding balance and owe the practice money that needs to be paid for through the point of sale module.
... Main Form - i-Clarity |
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| Why Is My Patients Date Of Birth Highlighted In Red? On the front screen, the patient name will be highlighted red if the patient is aged under 16.
... Main Form - i-Clarity |
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| Scroll Through Patient Records On the patients front screen there are 4 arrow buttons which can help you navigate through your patient database.
... Main Form - i-Clarity |