Knowledge Base
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| Logging In To i-Clarity To open i-Clarity double click on the i-Clarity icon on the desktop.
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| How To Change Your Password Open i-Clarity. The following window will appear.
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| 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 |
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| 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.
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| 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.
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| 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.
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| 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.
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| Patient Activity Notes ... Main Form - i-Clarity |
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| 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.
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| 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.
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