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| Choose KPI Recipients If you would like KPI’s to be sent to users, you can set that in the 'Misc. 2' tab of maintenance.
Select the user from the dropdown list.
Select the branch of the KPI’s you want the user to receive.
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| Adding Appointment Types
In the maintenance module, navigate to the Appointment Types tab.
Start on the top half of the page by adding the appointment types you need:
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| Assigning appointment types to users Once the appointment type has been added it needs to be assigned to a staff type. This allows you to control which appointments appear in which Clinicians appointment clinics. (If you have not already added your staff types, please see the “Creating staff types” article.)
Navigate to the Appointment Types tab in the maintenance module.
Assigning appointments to staff types is done on the bottom left hand section of the screen.
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| Assigning appointment types to recall schemes Scheme types link appointments to recalls, forms and record printing. An appointment type assigned to the scheme type Eye Exam, will mean during clinic preparation if the patient is entitled to an NHS exam a GOS1 form will be printed. It also means that an eye exam paper record will be printer (rather than a contact lens paper record)
The scheme type to appointment type link is also important if you have the feature ‘arrival resets recall turned on (branches tab). If this feature is turned on when a patient attends an appointment the system checks the scheme type linked to the appointment, if the patient has a recall communication in the pending communications section of their record of the same scheme type it will automatically update their communication send date. This is a failsafe so that if the patients recall does not get updated the patient does not receive a recall reminder shortly after attending an appointment.
In the maintenance module navigate to th... Maintenance - i-Clarity |
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| Replace appointment types You can replace old appointment types using the “Delete old appointment types” button in the appointment types tab.
Please note: The old appointment will be renamed everywhere in the system. In patient’s appointment tabs any appointment previously booked will now appear to have been the new appointment type. Any appointments booked in the system will be renamed to the new appointment type. If you want historical appointment information to remain the same, but the appointment to no longer be available please see the “Remove appointment types” section below.
In the maintenance module, go to the Appointment Types tab.
The “Delete Old Appointment Types” button is at the bottom right hand corner:
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| Remove appointment types You can stop the appointment from being booked in the future without altering any previous information. Any previous appointments of this type will still show in the patient’s appointment tab. Any appointments booked but not yet completed will still show as this appointment type on the report, but if you open the appointment to edit it you will have to change to a new appointment type.
To remove an appointment type, go to the Appointment Type tab in the maintenance module.
We will be working on the bottom left hand side of the screen:
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| Default appointment diary view options There are three layouts of the appointment’s module; configuration mode, standard mode, and maximise clinics. You can switch between these modes from within the appointment’s module, but you can set a default mode for each practice, so when the appointments module is opened you get the layout you prefer.
In maintenance, go to the Branches tab select your default mode from the Appt Detail dropdown list:
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| Set minimum appointment length You can set a minimum appointment length in the Misc. tab.
This then does not allow a user to book an appointment in a slot less than the inputted amount of time.
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| Automatically adjust appointment length There may be times when you have an appointment type that is longer or shorter than time intervals available on the system e.g. Your clinic may be laid out in 30-minute intervals, but you may have a 20-minute or 40-minute appointment. You can choose how the system handles this situation with the “automatically adjust appointment length” check box.
Navigate to the Misc. tab in the Maintenance module.
If the checkbox is ticked:When you book an appointment that is different in length to the slot you are booking it into, you will get a warning that the appointment isn’t of optimal length, then the system will take some time from the following appointment slot in order to block the correct amount of time out of the clinic, or if the appointment is shorter it will leave a smaller slot of time available to be booked.... Appointment Diary - i-Clarity |
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| Using large appointment slots based on appointment duration In Maintenance > Misc. 3 there is a “use large appointment slots” check box.
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