Knowledge Base
Your search for returned 86 results across 1 page(s). Search Category: Main Form. Software Version: All Versions.
| Adding A New Analysis Code 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, or is diabetic, or part of a loyalty scheme.
You can also filter patients by analysis codes in the marketing module. By default, any code assigned to a patient will be displayed on the front page of their record.
... Main Form - i-Clarity |
||
| Amending An Analysis Code 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, or is diabetic, or part of a loyalty scheme.
You can also filter patients by analysis codes in the marketing module. By default, any code assigned to a patient will be displayed on the front page of their record.
... Main Form - i-Clarity |
||
| Deleting An Analysis Code 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, or is diabetic, or part of a loyalty scheme.
You can also filter patients by analysis codes in the marketing module. By default, any code assigned to a patient will be displayed on the front page of their record.
... Main Form - i-Clarity |
||
| Logging In To i-Clarity To open i-Clarity double click on the i-Clarity icon on the desktop.
... Main Form - i-Clarity |
||
| How To Change Your Password Open i-Clarity. The following window will appear.
... Main Form - i-Clarity |
||
| Change Users If somebody logs in to i-Clarity and then logs back out, the system will remember who logged in last, if another user wants to log in then they will have to click on the ... Main Form - i-Clarity |
||
| The Main Patient Screen When you first log in to i-Clarity you will land on a blank patient record.
The top section of this screen is where the patient details will be displayed, with the front page displaying the information you will need straight away when opening a record and then further information being displayed on pages behind that. These pages can be accessed by clicking on the tabs across the top of the screen.
The bottom section of the screen is where the patient search fields are located, along with the system navigation buttons.
... Main Form - i-Clarity |
||
| Creating A New Patient Record To create a new patient record firstly click the ‘new’ button, located towards the bottom left of the main patient screen.
This will enter the cursor in the title field.
... Main Form - i-Clarity |
||
| Searching For An Existing Patient Record To make an existing patient’s record active, search for the record and select it from the search results list.
The main search area is located at the bottom of the main i-Clarity screen.
... Main Form - i-Clarity |
||
| Due Date and Recall Communications Located in the middle of the front tab of the patient record is a summary of the patient’s last visits.
... Main Form - i-Clarity |
||
| Patient Activity Notes ... Main Form - i-Clarity |
||
| Adding A Patient Action The 'Patient Activity' tab is split into two sections, the bottom section is used to record items that need to be done in the future e.g. call patient to follow up on new contact lenses or information about the patient that needs to be flagged when they next contact the practice.
Select the date you would like the action to be completed/appear on the action list. You can select the action date by clicking on the arrow next to the date to open a calendar and clicking on the date you would like the action to be done. You can also tick the remove action date box. Ticking this box will remove the date associated with this patient action meaning it will not appear on the action list and it will just pop up when a user opens the patient record.
... Main Form - i-Clarity |
||
| View And Complete Patient Actions The bottom section of the patient activity page is called the patient actions. In this section you can record items that need to be done in the future e.g. call patient to follow up on new contact lenses or information about the patient that needs to be flagged when they next contact the practice.
To access actions assigned to all patients, click the actions button towards the top right of the main patient form. A pink button shows outstanding actions assigned to the logged in user.
... Main Form - i-Clarity |
||
| Examples Of Using The Patient Action Facility General Action
A patient action should be added in this way when you want a note to appear on the action list for a particular day and the patient action can be completed by anyone. For example, please call patient to see how they are getting on with their new contact lens prescription.
Enter the date you would like the action to be completed.
Enter details of the action that needs to be completed.
Depending on the content and importance of the action tick or untick the reminder box e.g. if the patient phones before this date does the staff member talking to the patient need to know this information immediately. If yes, then the reminder box should be ticked.
Click Add.
Personal Action
A patient action should be added in this way when you want a note to appear on your action list for the day. For e... Main Form - i-Clarity |
||
| View Actions To Do On the top right of the main screen is the notification button.
... Main Form - i-Clarity |
||
| Viewing The Action List By default, the action list shows patient actions that are due today or overdue and actions that are assigned to all users and the user logged in.
Actions assigned to the logged in user are highlighted green.
... Main Form - i-Clarity |
||
| Using Analysis Codes On the front of the patient record there is a box which shows the analysis codes selected for this patient. Analysis codes are used as prompts to provide you with key information about the patient or marketing opportunities that patient may present.
These analysis codes are listed in the marketing module and can be used for targeted marketing communications.
... Main Form - i-Clarity |
||
| How To Stop Recall Communications Being Sent To A Patient There are two ways to stop i-Clarity sending recalls to patients.
Method 1
One way to stop i-Clarity from sending recalls to a patient is by ticking the ‘stop all recalls’ box. This can be found on the patients 'Patient Communications' tab.
Whilst this box is ticked no recalls will be sent out from the system.
It is worth noting that this tick box is never automatically unticked by the system. So, all future recalls will be stopped until the box is unticked.
... Main Form - i-Clarity |
||
| How To Stop Marketing Communications Being Sent To A Patient On a patients 'patient communications' tab is a tick box labelled ‘Stop All Marketing’. Ticking this box will stop the patient appearing in the marketing module for all communication types - except when the ‘search patient database’ and ‘ignore communication preference’ options are selected in marketing.
... Main Form - i-Clarity |
||
| Recording That A Patient Has Stopped Wearing Contact Lenses If a patient has stopped wearing contact lenses, you may want to record this without removing their recall history.
You can do this by heading to the patients 'Further Details' tab and locating the tickbox labelled 'CLs Stoped on'.
... Main Form - i-Clarity |
||
| 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 |
||
| 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'.
... Main Form - i-Clarity |
||
| 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 |
||
| 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 |
||
| 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 |
||
| 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 |
||
| 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 |
||
| 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 |
||
| 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 |
||
| 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 |
||
| How To Lock i-Clarity ... Main Form - i-Clarity |
||
| Refresh The Patients List When you first log in to i-Clarity a list of the patient records stored within the system will be temporarily downloaded to your computer. This list remains on your computer whilst you are logged in to i-Clarity. This means that the patient search looks through the list on your computer rather than communicating with the server, speeding up the patient search.
Any new patient records that are added after you have been logged in will not appear in the search list. In order to get these patients to appear on the search list you can click the refresh button to redownload a new patient list.
... Main Form - i-Clarity |
||
| Update Products Button i-Clarity downloads a list of products when you log in.
If any amendments are made to the products in i-Clarity during the working day you can either log out and back in to i-Clarity to update your product search list or you can click the update products button on the patients front screen.
... Main Form - i-Clarity |
||
| View Recently Accessed Patients Clicking on the ‘View Recent Patients’ button on the main patient screen will display the last active patient records in the search box.
... Main Form - i-Clarity |
||
| Transfer A Patient Between Branches ... Main Form - i-Clarity |
||
| Merge Duplicate Records ... Main Form - i-Clarity |
||
| The Copy Patient Button This is a useful button when adding more than one family member to i-Clarity.
... Main Form - i-Clarity |
||
| The Family Filter Button ... Main Form - i-Clarity |
||
| The Move Family Button ... Main Form - i-Clarity |
||
| Deleting A Patient Record ... Main Form - i-Clarity |
||
| Creating a new patient record in i-Clarity VIDEO: Creating a new patient record in i-Clarity
... Main Form - i-Clarity |
 | |
| Appointment due dates and recalls, Patient activities, The further details tab and the previous appointments list in i-Clarity VIDEO: Appointment due dates and recalls, Patient activities, The further details tab and the previous appointments list in i-Clarity
... Main Form - i-Clarity |
| |
| Patient Actions in i-Clarity VIDEO: Patient Actions in i-Clarity
... Main Form - i-Clarity |
| |
| Searching for a patient record in i-Clarity VIDEO: Searching for a patient record in i-Clarity
... Main Form - i-Clarity |
| |
| Front Page Features These are the main features of the front page:
Branch name
The name of the branch you are logged in to will be displayed in the top left-hand corner of i-Clarity.
... Main Form - i-Clarity |
||
| Enterprise Guide to Navigation and Patient Records Enterprise Guide to Navigation and Patient Records
Transcript of Video:
Hi guys its Harry from i-Clarity here and this video is a guide to i-clarity Enterprise for dispensers. If you have already watched the front of House or Optometrist guides you can skip ahead to the time stamp on screen for new information.
We begin on the login screen, login is done with just a password which identifies who the user is.
When we enter into i-clarity we are met with a home screen, this home screen can be customised with your practice logo and can be accessed at any time when you are... Main Form - Enterprise |
| |
| Due Date and Recall Communications - Enterprise Located on the middle right of the Patient Record is a summary of the patient's last visits.
... Main Form - Enterprise |
||
| Creating Sample Mailmerge Files - Enterprise 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:
Whilst on a patient record (it does not matter which patient record), click on 'Extras' at the bottom right of the screen.
This will bring up the following menu. Click on 'Create Sample Merge Files'.
... Main Form - Enterprise |
||
| Creating A New Patient Record - Enterprise To create a new Patient Record click on the 'New PX' button next to the Patient Search bar at the bottom left of the screen.
... Main Form - Enterprise |
||
| Anonymise A Patient's Record - Enterprise We do not recommend this is done until the Patient Record has been transferred into the Archive branch.
In the patient's record that you want to anonymise, click 'Extras' and then 'Anonymise Patient'. This will remove all the data from the Patient Record that makes it identifiable.
... Main Form - Enterprise |
||
| Change Users - Enterprise To change users, click on the User Options button and then click 'Change The User'.
... Main Form - Enterprise |
||
| Update Products Button - Enterprise i-Clarity downloads a list of products when you log in.
If any amendments are made to the products in i-Clarity during the working day, you can either log out and back in to i-Clarity to update your product search list or you can click the Update Products button on the Main Patient Screen.
... Main Form - Enterprise |
||
| Refresh The Patients List - Enterprise When you first log in to i-Clarity, a list of the patient records stored within the system will be temporarily downloaded to your computer. This list remains on your computer whilst you are logged in to i-Clarity. This means that the Patient Search looks through the list on your computer rather than communicating with the server, speeding up the patient search.
Any new patient records that are added after you have logged in will not appear in the search list. In order to get these patients to appear on the search list, you can click the refresh button to redownload a new patient list.
Open the Patient Search and click 'Refresh Search Data' in the top left corner.
... Main Form - Enterprise |
||
| Why Is My Patient's Date of Birth Highlighted in Yellow? - Enterprise On the Patient Record, the patient's name will be highlighted yellow if the patient is aged under 16.
... Main Form - Enterprise |
||
| Why is The Patient's Name Highlighted in Red or Green? - Enterprise On the Patient Record, you may notice that the patient's name is sometimes highlighted.
The patient's 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 - Enterprise |
||
| The Copy Patient Button - Enterprise This is a useful button when adding more than one family member to i-Clarity.
Click on 'Extras' and then 'Copy Patient' and i-Clarity will copy the surname, contact details and address of the active patient to a new patient record.
You can then enter the title, first name and DOB of the new patient, and amend any other details where necessary.
... Main Form - Enterprise |
||
| How to Change Your Password - Enterprise If you already know your password but would like to change it, load up i-Clarity and on the opening screen, click the ‘Change Password' button.
... Main Form - Enterprise |
||
| Quick Glance At The Daily Sales Summary - Enterprise It can be good to see how sales are going for the day so far. Located under the Dashboard drop-down is the Sales & Dispenses Summary.
... Main Form - Enterprise |
||
| Transfer a Patient Between Branches - Enterprise If you want to transfer the current patient to another branch, click on 'Extras' and then 'Transfer Patient'.
... Main Form - Enterprise |
||
| Logging in to i-Clarity - Enterprise To open i-Clarity, double-click on the i-Clarity Enterprise icon on your computer's Task Bar (if it has been pinned to Task Bar). If not, in your computer's Search Bar, type 'iClarity' and click on iClarity.
... Main Form - Enterprise |
||
| Scroll Through Patient Records - Enterprise On the Patient Record there are 4 arrow buttons which can help you navigate through your patient database.
... Main Form - Enterprise |
||
| The Family Filter Button - Enterprise The 'Family Filter' button in Enterprise is now called 'Family Search'. The 'Family Search' button will look for any other patients that have the same postcode and first line of address to the active patient and will then display those patient records in the Search box.
This is useful when booking appointments for more than one family member.
To use the 'Family Search' button, when you are on the Patient Record of the patient you want to view the family of, click in the Patient Search box, and click 'Family Search'.
... Main Form - Enterprise |
||
| How to Lock i-Clarity - Enterprise The ... Main Form - Enterprise |
||
| Adding a New Analysis Code - Enterprise 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.
... Main Form - Enterprise |
||
| Recording That a Patient has Stopped Wearing Contact Lenses - Enterprise If a patient has stopped wearing contact lenses, you may want to record this without removing their recall history.
You can do this by going to the patient's record and locating the tickbox labelled 'CLs Stopped on'.
... Main Form - Enterprise |
||
| The Move Family Button - Enterprise The 'Move Family' button allows you to change the address and phone number on all the patient records of a family, without having to re-enter the details multiple times.
Firstly, make one family member the active patient record.
Click in the Search Patient box and click Family Search. This will display all patients with same postcode and first line of address as the active patient.
Click the 3 button menu next to one of the patients displayed and then click 'Move Family Address'.... Main Form - Enterprise |
||
| Merge Duplicate Records - Enterprise The Merge button is used when you have duplicate patient records and would like to reduce this into one record.
Make one of your duplicate patient records the active patient.
Click 'Extras' and then 'Merge Patient'. (Depending on your Maintenance settings this may ask you for a password to continue).
This will open the 'Merge Patients' pop up.... Main Form - Enterprise |
||
| Deleting an Analysis Code - Enterprise 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 codes in the Marketing module. By default, any code assigned to a patient will be displayed on the Patient Record.
... Main Form - Enterprise |
||
| Amending an Analysis Code - Enterprise Analysis codes are common headline information that you want to add to the front page of a 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 codes in the Marketing module. By default, any code assigned to a patient will be displayed on the front page of their record.
... Main Form - Enterprise |
||
| Using Analysis Codes - Enterprise On the front of the Patient Record, there is a box which shows the analysis codes selected for this patient. Analysis codes are used as prompts to provide you with key information about the patient or marketing opportunities that patient may present.
These analysis codes are listed in the Marketing module and can be used for targeted marketing communicatons.
... Main Form - Enterprise |
||
| Viewing the Action List - Enterprise By default, the Action List shows Patient Actions that are due today or overdue and actions that are assigned to all users and the user logged in.
When an action becomes overdue, the date will become highlighted in red on the Patient Record.
... Main Form - Enterprise |
||
| View Actions To Do - Enterprise On the top right of the Main Patient Screen is the notification button.
... Main Form - Enterprise |
||
| View A Patient's Document History - Enterprise To view a patient's document history, on their Patient Record, click the Patient drop-down at the top left-hand side, got to History Menu and then Document History. This will display a grid of the documents that have been created from or stored against the Patient Record.
... Main Form - Enterprise |
||
| View A Patient's Appointment Schedule - Enterprise To view a patient's appointment schedule, go to the Patient drop-down, History Menu and click on Patient Visit History. Here you will see a list of appointments the patient attended, rescheduled, failed to attend or has booked.
This can be useful when you want to see which practitioners the patient has seen before or appointment types the patient had in the past.
... Main Form - Enterprise |
||
| View A Patient's Record History - Enterprise To view a patient's record history, click on the Patient drop-down on the top right-hand side, History Menu and click Patient Audit History.
The Patient History 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 shows the information on the Patient Record before the change was made and so on.
... Main Form - Enterprise |
||
| Patient Activity Notes - Enterprise To view the Patient Activity Notes, click on the Patient drop-down at the top left-hand side and click on Activities (Notes and Actions).
... Main Form - Enterprise |
||
| How To Stop Marketing Communications Being Sent To A Patient - Enterprise On the Patient Record is a tick box labelled 'Stop Marketing'. Ticking this box will stop the patient appearing in the Marketing module for all communication types except when the 'Search Patient Database' and 'Ignore Communication Preference' options are selected in Marketing.
... Main Form - Enterprise |
||
| Examples of Using The Patient Action Facility - Enterprise General Action
A Patient Action should be added in this way when you want a note to appear on the Action List for a particular day and the Patient Action can be completed by anyone. For example, 'Please call patient to see how they are getting on with their new contact lens prescription.
Enter the date you would like the action to be completed.
Enter the details of the action that needs to be completed.
Depending on the content and importance of the action, tick or untick the reminder box, e.g. if the patient phones before this date does the staff member talking to the patient need to know this information immediately. If yes then the reminder box should be ticked.
Click Add.
Personal Action
A Patient Action should be added in this way when you want a note to appear on your action list for the day.... Main Form - Enterprise |
||
| Deleting A Patient Record - Enterprise To delete a Patient Record, click 'Extras' and then 'Delete Patient'. This will delete the active Patient Record permanently, however it will only work if there has been absolutely no activity on that record other than creation.
... Main Form - Enterprise |
||
| View And Complete Patient Actions - Enterprise The bottom section of the Patient Activity page is called the Patient Actions. In this section, you can record items that need to be done in the future, e.g. 'Call patient to follow up on new contact lenses' or information about the patient that needs to be flagged when they next contact the practice.
To access actions assigned to all patients, click the Dashboard drop-down and then click on 'Actions & Tasks'. The number displayed on the drop-down shows how many outstanding actions there are.
... Main Form - Enterprise |
||
| Adding To A Patient's Spectacle History To add to a patient's Spectacle History, click the Patient drop-down, History Menu and then click 'Spectacle History'. This will allow you to add and subsequently view spectacle history that is not stored in the patient's i-Clarity record. For example, for a new patient you could enter the prescription of a focimetered pair of the patient's spectacles they have purchased elsewhere.
... Main Form - Enterprise |
||
| Searching For An Existing Patient Record - Enterprise To make an existing patient's record active, search for the record and select it from the search results list.
The Patient Search box is located in the bottom right of the main i-Clarity screen.
... Main Form - Enterprise |
||
| How To Stop Recall Communications Being Sent To A Patient - Enterprise There are two ways to stop i-Clarity sending Recalls to patients.
Method 1
One way to stop i-Clarity from sending recalls to a patient is by ticking the 'Stop All Recalls' box on the patient's record.
... Main Form - Enterprise |
||
| Adding A Patient Action The 'Patient Activity' tab is split into two sections. The bottom section is used to record items that need to be done in the future, e.g. 'Call patient to follow up on new contact lenses' or information about the patient that needs to be flagged when they next contact the practice.
... Main Form - Enterprise |
||
| Front Page Features - Enterprise These are the main features of the front page:
Branch Name
The name of the branch you are logged in to will be displayed at the top left-hand side of the screen.
... Main Form - Enterprise |
||
| The Main Patient Screen - Enterprise When you first log in to i-Clarity, you will land on a blank screen displaying the practice logo. No patient details are displayed on this screen.
... Main Form - Enterprise |
Page 1 of 1