Knowledge Base
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| Creating Sample Mailmerge Files When creating documents to be used within i-Clarity you are able to use mailmerge fields to include patient specific data. To create these mailmerge links you will need to create a sample merge file which Microsoft Word can use.
To create these files:
Click on a patients 'Further Details' tab. (It does not matter which patient you use but we recommend using a Test patient)
Click on the button 'Create Sample Merge Files'
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| Quick Glance At The Daily Sales Summary It can be good to see how sales are going for the day so far. Located on the patients 'Further Details' tab is a button called 'Sales Summary'.
The sales summary button is a quick way to access the sales summary report, by default it opens with today’s date as the filter so that you can see today’s sales so far.
This sales summary is NOT linked specifically to the selected patient.
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| Anonymise A Patient's Record We do not recommend this is done until the patient record has been transferred into the archive branch.
In a patients 'Further Details' tab, clicking on the 'Anonymise Patient' button will remove all the data from the patient record that makes it identifiable.
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| View A Patient's Appointment Schedule The last tab along the top of the patient record is the appointment tab.
Clicking on this will open the appointment page of the patient record.
Here you will see a list of the appointments the patient has attended in the past, failed to attend or has booked.
This can be useful when you want to see which practitioners the patient has seen or appointment types that patient has had in the past.
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| Why Is The Patient's Name Highlighted In Red or Green? On the patients front screen, you may notice that their name is sometimes highlighted.
The patient name will be highlighted in red if they have an outstanding balance and owe the practice money that needs to be paid for through the point of sale module.
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| Why Is My Patients Date Of Birth Highlighted In Red? On the front screen, the patient name will be highlighted red if the patient is aged under 16.
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| Scroll Through Patient Records On the patients front screen there are 4 arrow buttons which can help you navigate through your patient database.
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| How To Lock i-Clarity ... Main Form - i-Clarity |
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| Refresh The Patients List When you first log in to i-Clarity a list of the patient records stored within the system will be temporarily downloaded to your computer. This list remains on your computer whilst you are logged in to i-Clarity. This means that the patient search looks through the list on your computer rather than communicating with the server, speeding up the patient search.
Any new patient records that are added after you have been logged in will not appear in the search list. In order to get these patients to appear on the search list you can click the refresh button to redownload a new patient list.
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| Update Products Button i-Clarity downloads a list of products when you log in.
If any amendments are made to the products in i-Clarity during the working day you can either log out and back in to i-Clarity to update your product search list or you can click the update products button on the patients front screen.
... Main Form - i-Clarity |