Knowledge Base
Your search for returned 81 results across 9 page(s). Search Category: Maintenance. Software Version: All Versions.
| Enable a prompt to display when patient details are missing You can select certain fields in patient records as prompted fields. This means that if this field is not filled in, when the user leaves the patient record a warning message will show up. To set these fields go to 'Misc. 2' tab in the maintenance module.
Tick the box(es) of the field(s) you would like to recieve prompts for.
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| Set default communication preferences In patient records, there are dropdown lists for email and SMS communication options to help with GDPR rules. The customer can choose to accept or decline receiving email updates, and, if they are happy to receive SMS messages, recall only, or phone only on their mobile. You can set the default for the lists in the branches tab in the maintenance module
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| Create Custom Patient Folders You can add documents to patients records such as hospital letters, field results, previous records etc. You can separate the documents out into different folders to make it easier to find what you are looking for when you retrieve them. If you wish to add any extra patient folders, such as PEARS/MECS paperwork in their own folder, you can do so in the 'Misc. 4' tab of maintenance:
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| Change Patient Notes Display Period i-Clarity creates a number of system notes in patient activity for when appointments are booked, changes are made to the patient front page, communications are sent etc. You can choose how long these notes stay in the system for to keep the patient activity tab tidy.
Enter the number of days you would like to keep the notes for in the box:
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| Find The Location Of Recall Or Adhoc Docs Folders You can find the folder location in the “Branches” tab of Maintenance:
If the word document you are saving is a recall letter the file location where you need to save the document is the Recall Communications Path.
If it is any other communication, such as a marketing letter, the file location where you need to save the document is the Adhoc Communications Path.
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| Adding mail-merge fields to a communication Mail-merge “placeholders” will enable patient’s details to be mail merged into your document. To begin this process, you need to export a sample mail merge file from i-Clarity to use in your document.
Log in to i-Clarity and go to the “further details” tab in patient records.... Maintenance - i-Clarity |
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| Creating recall schemes and stages i-Clarity recalls can be separated into three sections: schemes, stages, and communications. The function of the recall schemes is to manage the expiry date of the patient’s prescription and when the patient is due for another appointment. Stages manage the time intervals of the patient’s reminders. Communications allow you to individualise your reminders to different groups of patients and manage the order of your communication type preferences.
This article looks at the first 2 steps, setting up recall schemes and stages.
Recall Schemes
Navigate to the Recall Scheme tab in the maintenance module.
Working in the top half of the screen, you need to add each of the schemes that you want available for use, filling in the boxes just below the grid from left to right.
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| Setup recall communications i-Clarity recalls can be separated into three sections: schemes, stages, and communications. The function of the recall schemes is to manage the expiry date of the patient’s prescription and when the patient is due for another appointment. Stages manage the time intervals of the patient’s reminders. Communications allow you to individualise your reminders to different groups of patients and manage the order of your communication type preferences.
This article looks at Recall Communications.
The communication defines the content of the recall the patient receives and how they receive the recall. It also allows you to breakdown each communication stage into age groups so that you can send different content to each group in different ways.In the maintenance module, go to the Recall Communications tab.
Select the recall scheme you want to add communications to, from the dropdown list.... Maintenance - i-Clarity |
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| Create ad-hoc communications This is where you can set up any kind of communication other than a recall. You will need to create a sample merge file to set up your documents with the correct merge fields.
Mail-merge “placeholders” will enable patient’s details to be mail merged into your document. To begin this process, you need to export a sample mail merge file from i-Clarity to use in your document.
Log in to i-Clarity and go to the “further details” tab in patient records.... Maintenance - i-Clarity |
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| Automated appointment confirmations (general) You can set the system to automatically send appointment confirmations and reminders.
In the Branches tab of Maintenance, click on the 'Appointment Confirmations' button. This will open a new window. (Please note: There is also an appointment confirmations button in the “Appointment Types” tab. This will update the appointment confirmation communication for the branch you are logged in to only.)... Maintenance - i-Clarity |