Knowledge Base
Your search for returned 81 results across 9 page(s). Search Category: Maintenance. Software Version: All Versions.
| Require registered optician sign-off for u16 Due to regulations regarding dispensing spectacles to under 16’s, you can stop anyone who isn’t a registered professional from collecting spectacles off the system.
If this box is checked, when a user tries to collect spectacles off the system it will require the password of a registered professional.
If the checkbox is unticked, any user will be able to collect spectacles on the system.
This box is checked by default and is recommended.... Maintenance - i-Clarity |
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| Setup Banks to be used for patients direct debit payments When you are setting up a direct debit for a patient and you enter their bank details, i-Clarity can pull through the bank’s address based on the sort code entered. You can populate a list of banks and addresses in the Banks tab in the maintenance module.Fill in the boxes at the bottom of the page from left to right.
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| Collection methods You can set different ways for direct debit / standing order money to be collected. You may offer a third party eyecare plan as well as allowing patients to set up standing orders or collect your own direct debits. You can set a list of different collection types in the collection method tab in the maintenance module. When you set up a mandate for a patient, these options will be available to select in the mandate.
Fill in the information at the bottom of the page.
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| Direct debit and standing order communications When you set up a direct debit for a patient you can get them to sign an agreement, or the mandate for a direct debit.
Document set up
You should create a word document containing the information you want to include on your mandate / agreement.
Your letters should be saved in the appropriate folder ready to be attached in the communications tabs.
You can find the folder location in the “Branches” tab of Maintenance:
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| Set up clinical exam types You can add different types of supplementary exams. These types are then made available in the non-sight test section of clinical records.
In the “exam types” tab fill in the boxes from left to right as described below:
Type the name of the exam type, E.g. Emergency, in the first box.
Add any notes in the next box.
Check the Def checkbox if this appointment type is the default exam type. If this box is checked, when a non-sight test record is opened this exam type will automatically be selected. Only one exam type can be marked as the default.
Type abbreviation if the exam type in the next box. When you complete a non-sight test exam you will see a list of dates in clinical records to show exam history with the abbreviation show next to the date. In the non-sight test area of the clinical module, you can easily see what each of the exams was by looking at the abbreviations.... Maintenance - i-Clarity |
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| Setup clinical record templates (general) 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)
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| Setup clinical record templates (specific) Users can create personal templates from within the clinical module:
Go to the clinical module:... Maintenance - i-Clarity |
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| Assign clinical record templates to users Personalised and generic clinical templates made in maintenance module will be available for clinicians to select from within the clinical module when they have appointments. They will need to select the template in each clinical field each time they fill in a new record.
Alternatively, you can personalise the clinical module. You can assign each clinical field a template depending on user. This means when a user opens a new clinical record the template will automatically load the template assigned to that user for that field.
In maintenance go to the user’s tab:
Click on the user you would like to edit. The arrow shows which user you are currently editing.... Maintenance - i-Clarity |
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| Fast map ethnicity mappings i-Clarity has an extensive list of ethnicities linked to fast map mapping categories, and these can be edited in the Misc. 5 tab of Maintenance:
Select the fast map mapping category from the dropdown list next to the relevant ethnicity.
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| Renaming 'Other Exam' You can choose what the 'other exams' are known as by typing in the text box in misc. 6 tab of Maintenance:
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