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Your search for returned 32 results across 1 page(s). Search Category: Technical Tips. Software Version: All Versions.

	TECHNICAL TIP: Choosing the best move appointment method In i-Clarity, there are two primary methods to move an appointment, depending on the time gap between the original and new appointment. Selecting the appropriate method ensures an efficient process. Method 1: Short Time Gap Use this method when the new appointment is scheduled within a short period from the original time. Use cases: The patient reschedules for later the same day. The patient's appointment is moved to another clinic on the same day. The patient's appointment is relocated to another clinic that is also visible on the appointment diary for, Method 2: Long Time Gap ... Technical Tips - Enterprise
	Why would a stock movement be highlighted in pink? Stock movements are highlighted in pink when there is a note attached to them... Technical Tips - i-Clarity
	Can I upgrade to i-Clarity Enterprise? Yes! Please contact us to arrange a demo of our latest release and arrange installation in your practice.... Technical Tips - i-Clarity
	Moving Appointments in Enterprise There are a few ways to move an appointment in Enterprise. The first way is - Go to the Appointment Diary. ... Technical Tips - Enterprise
	Managing Notifications in Enterprise In Enterprise, you can manage your notifications and how they pop up on your screen. Click on the Menu at the top right of the screen and click on ‘Personal Display Options’. ... Technical Tips - Enterprise
	Diary View When Filtering By Optom in Enterprise Open the Diary Screen. ... Technical Tips - Enterprise
	Changing the size of the window in Enterprise Open i-Clarity and adjust the window to the size you want it to be. ... Technical Tips - Enterprise
	Technical Tip: Choosing the best appointment booking method by scenario Method 1: Booking an Appointment for the active patient record Use Cases:1. The patient has given you their name in advance of discussing appointment dates and time. Steps: 1. If you do not already have the patient record open, click into the search box ... Technical Tips - Enterprise
	Enterprise Tips: Practice Tasks VIDEO: Enterprise Tips: Practice Tasks Practice tasks allow you the ability to assign one off or recurring tasks not related to a specific patient but rather the practice. They can then be completed by a member of the team to add accountability to the task. To add a practice task click the dashboard button Access your actions and tasks Here the top section is devoted to practice tasks and the bottom is patient actions. To add a practice task click “add practice task” enter the relevant notes for the task Select whether this is a one of task or recurring, If re... Technical Tips - Enterprise
	Enterprise Tips: Additional Contact Lenses VIDEO: Enterprise Tips: Additional Contact Lenses Within a patients contact lens clinical record you can add multiple CLs prescriptions, whether that be trials or additional contact lens prescription in addition to the primary prescription allowing you to stack them up to be dispensed through the contact lens dispensing module. They can be added one of three ways. Copying from the previous prescriptions, all of which can be copied over as a contact lens prescription regardless of whether it is a contact lens prescription or not. Simply right click and copy as new trial lens, this ... Technical Tips - Enterprise
	Enterprise Tips: Voice to Text & Translation VIDEO: Enterprise Tips: Voice to Text & Translation i-Clarity features the ability to use voice to text in any smart text box. Smart text box can be identified by the icons at the top of the text box that allow additional features. One of these features is Voice to text. Simply click the microphone icon and then begin speaking. Once you have begun speaking your computers microphone detects what your saying and once you stop speaking it’ll be translated to text in the text box. This a handy way of entering notes that are more conversational or d... Technical Tips - Enterprise
	Enterprise Tips: Templates in Text Boxes VIDEO: Enterprise Tips: Templates in Text Boxes You can now populate any smart text box with a either a personal or generic template. Smart text boxes can be identified by the buttons at the top of the box which allow for additional features. To enter a template click the document with an arrow icon. This loads your templates list. Select whether you wish to view “my templates” or “generic” The choose your template of choice. You can then choose whether you wish to overwrite the text that is currently in the box or by unselecting ... Technical Tips - Enterprise
	Enterprise Tips: Sidebar VIDEO: Enterprise Tips: Sidebar i-Clarity has a sidebar that can sit alongside your patient records and be tailored to display information that best suits the users needs. To show this side bar click “user options” then “show side bar” We can select whether we want the side bar to be on the left or the right with the docking button, this switches the side bar from one side to the other. Or should you want it somewhere else, you can unlink from the side of your i-clarity to move it somewhere else, for example on another screen. This side bar can sit alongside your i-clarity and h... Technical Tips - Enterprise
	Enterprise Tips: Sorting Deferred Payments by First Name VIDEO: Enterprise Tips: Sorting Deferred Payments by First Name You can sort your deferred payments by first name to match the remittance spreadsheet received by PCSE. First set your date ranges so they match that of the ranges in the spreadsheet. This will mean that the selection when sorting should very closely resemble the spreadsheet. Now click the first name heading within the deferred payments table. Your deferred payments are now sorted by first name and should be easier to reconcile your remittance that can also be alphabetised by first name with... Technical Tips - Enterprise
	Enterprise Tips: Profile Pictures & Patient Portraits VIDEO: Enterprise Tips: Profile Pictures & Patient Portraits Within i-clarity you can upload pictures from your PC to act as your profile picture or if you take images of your patients you can have them as patient portraits. To upload a profile picture Click user options Change your profile Enter your password Press select Now find your picture in your windows explorer and press open This is now set as your profile picture and will be displayed in the top right hand corner whilst logged into i-clarity. A profi... Technical Tips - Enterprise
	Enterprise Tips: Right Click for Data Entry VIDEO: Enterprise Tips: Right Click for Data Entry While all prescription and measurements boxes can be entered via the keyboard you can also enter measurements by right clicking on the box and selecting from the option available. All boxes have the relevant measurements available on right click, for example prescription boxes all have the relevant data formatted correctly. As do the measurements in dispense. One particularly useful place is the “order options” which gives measurements in their correct format when right clicking. Meaning lenses that need ... Technical Tips - Enterprise
	Enterprise Tips: Predictive Statements VIDEO: Enterprise Tips: Predictive Statements Predictive statements allow you to create tailored databases within each smart text box in i-clarity. Smart text boxes can be identified by the buttons at the top of the box which allow for additional features. One of the primary features of any smart text is predictive statements. These are statements that will load at the bottom of the box to be selected when typing. These predictive statements are tailored to the user in the box you are leaving them, meaning that users can have their own individual custom statements and tha... Technical Tips - Enterprise
	Enterprise Tips: Close and Go Buttons VIDEO: Enterprise Tips: Close and Go Buttons Close and go button are found throughout i-clarity offering a seamless way of transitioning from one module to another without the need to manually find it yourself. Meaning you can build in your own workflows when acting on specific tasks that require multiple modules. In any module within a patients record you will be afforded the ability to either Close the module with the Close button, this closes the screen and takes you back to the patient record. The Go button however offers you the ability to move to another part of the ... Technical Tips - Enterprise
	Enterprise Tips: Appointment Search VIDEO: Enterprise Tips: Appointment Search Along with the drag and drop feature of booking an appointment you also have the ability to do an appointment search. This appointment search feature filters the diary and makes finding an appointment for the patient quicker. First, search for the patients name in the diary search. Now right click their name and select “appointment search”. This adds an extra column to the left hand side of the diary. From here you can filter the appointments presented to an individual optom if the patients requests to see an particular member o... Technical Tips - Enterprise
	Enterprise Tips: Adding Stock and Frames in Dispense VIDEO: Enterprise Tips: Adding Stock and Frames in Dispense From the dispensing module you can adjust stock and enter new frames. While in dispense when selecting the frame you are told whether it is in stock or not. If not, Find the frame, in choose frame, Select the frame and then you have the button add to stock, and you can choose the quantity you wish to add. Great for instances you are about to dispense a frame but are told it isn’t in stock but you know you have it. Or it can be used as a means to negate having to adjust the stoc... Technical Tips - Enterprise
	Enterprise Tips: Adding an Action through Deferred Payments VIDEO: Enterprise Tips: Adding an Action through Deferred Payments When viewing the list of patients in deferred payments you can right click any of the patients and add an “action” without having to navigate to the patients record to do so. Useful if you need a particular user to sign the claim, outstanding signatures can be seen in the signature status column. Or if you need someone to action something when the patients picks up their specs. As an aside if you need to view any of these patient records for any reason, you can do so by rig... Technical Tips - Enterprise
	Enterprise Tips: Multiple Reports and Maintenance Tabs VIDEO: Enterprise Tips: Multiple Reports and Maintenance Tabs Maintenance and Reports can be opened separately to your i-clarity patient records meaning, administrative tasks don’t need to be interrupted if something patient specific needs addressing. Along with having reporting and maintenance open separately you can also run multiple reports at the same time. Simply click another report to run and it will open up as separate window. Or you could even run multiple reports of the same type if you so wish. This is useful when comparing data within reports or ... Technical Tips - Enterprise
	Enterprise Tips: Modules Screens VIDEO: Enterprise Tips: Modules Screens Whilst in a module you have the ability to view other modules and load them up as a separate window. To do so while in any patient specific module, click the patients name at the top to access the patient menu. Highlight modules screens, We now have the ability to access the patients sales, dispense, orders and direct debits. As stated we can do this from any patient specific module. For example while in a clinical record you may want to access orders to see what spectacle lenses or contact lenses a patient has had before.... Technical Tips - Enterprise
	Enterprise Tips: Linking Websites VIDEO: Enterprise Tips: Linking Websites You can link websites to your i-clarity for quick access while in the system. To so click “User options” Hover over “linked programmes and websites” and then click “Add new link” In this screen we can then select the link type i-clarity also has the ability to open external documents and apps. Select website Choose how you want this link to appear in your linked websites menu. Now paste the website address into the Path/URL box You can then choose whether you want this ... Technical Tips - Enterprise
	Enterprise Tips: GP Lookup VIDEO: Enterprise Tips: GP Lookup Along with your own hosted list of GPs you now have the ability to look up GP practices that may not be part of your current selection. To do so click the button to the left of the GP drop down list This loads up a new page, from here you can search the i-clarity community database with up to three keywords at the top, for example this could be the name of the town, street or practice name, you can also search any of the countries or locations listed in the drop down to the right. After searching for the keywords you’ll be presented with a list of matc... Technical Tips - Enterprise
	Enterprise Tips: Linking Documents to Clinical Records VIDEO: Enterprise Tips: Linking Documents to Clinical Records You can link documents with specific clinical records making it easier to track which document references which visit the patient paid to the practice. To do so first open the clinical record you wish to link the document with. Now click the patient menu in the top left and open the document centre Now you can either drag the document into the centre or press select and store, select your file from your file explorer and then save it the patients document centre. This file is now linked ... Technical Tips - Enterprise
	Enterprise Tips: Frame and Lenses Order Search VIDEO: Enterprise Tips: Frame and Lenses Order Search Within the “all practice orders” summary you can search for any information that can be found in the row of the order. The most obvious use case of this would be searching for the patient name or order number. But you could also use it for searching for a frame, if for example one has arrived without a reference and you are trying to work out who it is for. You can search the different order statuses by typing into the orders search box in the bottom left and this will show orders within that status that ma... Technical Tips - Enterprise
	Enterprise Tips: F Keys VIDEO: Enterprise Tips: F Keys Each of the F keys on your keyboard allows for quick access to a different part of the system. Lets go through them F1 – Bring up the support centre to send a message directly to the support team F2 – Brings up the maintenance module F3 – Presents reports F4 – Prints any receipts in the queue F5 – is a quick link to the diary F6 – Bring ups the sidebar with your chosen widgets F7 – Brings up the sidebar with the translation window F8 – Quick access to personal display o... Technical Tips - Enterprise
	Enterprise Tips: Colour and Button Customisation VIDEO: Enterprise Tips: Colour and Button Customisation i-Clarity can be customised to suit your viewing preferences should there be a colour scheme you find easier to read and navigate. To change this… Click user options > Personal display > System > And then change the colour themes, Click the top most colour theme and then press the down key on your keryboard to scroll through the options. Once you find a colour scheme you like click save settings and then apply changes. With each user being able to set their own colour scheme this is a great ... Technical Tips - Enterprise
	Enterprise Tips: Increase Font Size VIDEO: Enterprise Tips: Increase Font Size One of the many customisation options i-clarity features is the ability to customise font size. You can customise the text size of any smart text box. Smart text boxes can be identified by the buttons at the top of the box which allow for additional features. To increase or decrease their size click the relevant buttons in the top right of the text box. This can be done per text box to truly customise your viewing needs. You can globally increase the size of text boxes by going nto “user options” hover ov... Technical Tips - Enterprise
	Enterprise Tips: Print Px Slip in Orders VIDEO: Enterprise Tips: Print Px Slip in Orders From within patient and practice orders you can print a patient slip. Simply right click an order and select patient slip, the relevant patient slip will print to your receipt printer. This is useful if you wish to cut down on paper as you can order lenses or contact lenses by referencing i-clarity on your PC rather than printing out an order sheet, then print out just a px slip to match against the order when it arrives and is awaiting the patient picking them up. With the ability to view all the practice orders and now p... Technical Tips - Enterprise
	Enterprise Tips: Medication Look Up VIDEO: Enterprise Tips: Medication Look Up You can look up any entered information directly from i-clarity on one of three websites. This being the NHS website, Drugs.com and the Medical dictionary. Simply highlight the text you want to search, right click this highlighted text, you then have the option of which site to look up this text on. Clicking on any of these options will search for that term on the website of your choosing. This is particularly useful for medication in your prepopulated medications list. This streamlined access to trusted medical resources en... Technical Tips - Enterprise