Knowledge Base
Your search for returned 81 results across 9 page(s). Search Category: Maintenance. Software Version: All Versions.
| Edit record warning In the Misc. 5 tab of Maintenance, there is a checkbox called “Warn if Editing Old Record”. If you check this box, when you try to edit an old record, you will receive a warning message. If you leave this unticked, you will not receive a warning when you edit an existing record.
... Maintenance - i-Clarity |
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| Allow adding clinical record tags on the fly When the list of tag answers comes up in clinical records, the clinician can add an alternative answers in the free text box at the bottom and click “Add This Answer” and the tag answer will then be available in this tag going forward.
On the Misc. 5 tab of Maintenance, there is a checkbox called “Allow Adding Tags on the Fly”.
When this box is ticked, your clinician can add tag answers to the list from the options box
If the box is left unchecked, the clinician cannot add new answers to the list for future use.
... Maintenance - i-Clarity |
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| Assign default professional fees When a clinician has finished their exam, they are required to assign the correct fee for their appointment. You can set defaults depending on what prescription type is selected. This means that, when the confirmation box appears at the end of a test, the appropriate fee will already be selected.
... Maintenance - i-Clarity |
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| Adding Sundry Products to i-Clarity Enterprise 1) Open the system Maintenance (click on the modules menu icon) ... Maintenance - Enterprise |
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| Creating Staff Types - Enterprise Staff Types are used to allocate appointments to Staff Groups. When you add a User, you allocate them to a Staff Group from this list that you are creating now. They will then be bookable for the appointments in that group. (The appointments are added in 'Appointment Types' in Maintenance). For example, Contact Lens Opticians will be assigned Contact Lens Aftercare appointments and Contact Lens Trial appointments but not Eye Exam appointments.
Navigate to the Maintenance module by clicking on the Back Office and System Modules drop-down and then clicking on 'Maintenance'. Then click 'Users' and then 'Staff Type'.
This will load the following screen.
... Maintenance - Enterprise |
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| Add A New User - Enterprise Please note: We recommend that you complete the 'Staff Type' and 'Form Permissions' sections of Maintenance before completing the Users Tab. If you have not already done so, please go back to the 'Creating Staff Types' and 'Creating or Editing Form Permissions' articles.
Navigate to Maintenance by clicking on the Back Office and System Modules drop-down and selecting 'Maintenance'.
... Maintenance - Enterprise |
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| Custom Appointment Durations - Enterprise You may have a user who needs a different amount of time to carry out an appointment to the one that the appointment is set to. E.g. you may set an eye exam to be 30 minutes, but your pre-reg optometrist may need 45 minutes. In order that the correct amount of time is blocked out for the pre-reg, without users having to manually alter appointment times, you can create custom appointment lengths.
Click the Back Office & System Modules drop-down and then click on 'Maintenance' to navigate to the Maintenance module.
... Maintenance - Enterprise |
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| Choose KPI Recipients - Enterprise If you would like KPIs to be sent to Users, you can do this in Maintenance.
Click the Back Office & System Modules drop-down and then click on 'Maintenance' to navigate to the Maintenance module.
... Maintenance - Enterprise |
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| Find The Location of Recall or Adhoc Docs Folders - Enterprise You can find the folder location in Maintenance.
Click the Back Office & System Modules drop-down and then click on 'Maintenance' to navigate to the Maintenance module.
... Maintenance - Enterprise |
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| Cancellation Reasons - Enterprise This is where you can populate reasons a patient record may be cancelled. A cancelled patient's record will not allow any appointments to be booked, no transactions to got through and no communications to be sent.
Click the Back Office & System Modules drop-down and then click on 'Maintenance' to navigate to the Maintenance module.
... Maintenance - Enterprise |