Knowledge Base
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| Examples Of Using The Patient Action Facility General Action
A patient action should be added in this way when you want a note to appear on the action list for a particular day and the patient action can be completed by anyone. For example, please call patient to see how they are getting on with their new contact lens prescription.
Enter the date you would like the action to be completed.
Enter details of the action that needs to be completed.
Depending on the content and importance of the action tick or untick the reminder box e.g. if the patient phones before this date does the staff member talking to the patient need to know this information immediately. If yes, then the reminder box should be ticked.
Click Add.
Personal Action
A patient action should be added in this way when you want a note to appear on your action list for the day. For e... Main Form - i-Clarity |
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| View Actions To Do On the top right of the main screen is the notification button.
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| Viewing The Action List By default, the action list shows patient actions that are due today or overdue and actions that are assigned to all users and the user logged in.
Actions assigned to the logged in user are highlighted green.
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| Using Analysis Codes On the front of the patient record there is a box which shows the analysis codes selected for this patient. Analysis codes are used as prompts to provide you with key information about the patient or marketing opportunities that patient may present.
These analysis codes are listed in the marketing module and can be used for targeted marketing communications.
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| How To Stop Recall Communications Being Sent To A Patient There are two ways to stop i-Clarity sending recalls to patients.
Method 1
One way to stop i-Clarity from sending recalls to a patient is by ticking the ‘stop all recalls’ box. This can be found on the patients 'Patient Communications' tab.
Whilst this box is ticked no recalls will be sent out from the system.
It is worth noting that this tick box is never automatically unticked by the system. So, all future recalls will be stopped until the box is unticked.
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| How To Stop Marketing Communications Being Sent To A Patient On a patients 'patient communications' tab is a tick box labelled ‘Stop All Marketing’. Ticking this box will stop the patient appearing in the marketing module for all communication types - except when the ‘search patient database’ and ‘ignore communication preference’ options are selected in marketing.
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| Recording That A Patient Has Stopped Wearing Contact Lenses If a patient has stopped wearing contact lenses, you may want to record this without removing their recall history.
You can do this by heading to the patients 'Further Details' tab and locating the tickbox labelled 'CLs Stoped on'.
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| View A Patient's Record History The patient history button shows a grid of the changes that have been made to the patient record. The top line shows the information that was on the patient record before the last change was made, the line below that shows the information on the patient record before the change was made and so on.
You can access the patient history by clicking on the patients 'Further Details' tab and selecting 'Patient History'.
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| Adding to a patients spectacle history The spectacle prescription button brings up a form that allows you to add and then subsequently view spectacle history that is not stored in the patients i-Clarity record. For example, for a new patient you could enter the prescription of a focimetered pair of the patient’s spectacles they purchased elsewhere.
You can access a patients spectacle history by clicking on the patients 'Further Details' tab and selecting 'Spectacle History'.
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| View A Patient's Document History The Document History button, located on the patients 'Further Details' tab, displays a grid of the documents that have been created from or stored against the patient record.
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