Knowledge Base
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| Staff Rota - Enterprise The i-Clarity Staff Rota links to the Appointment Diary. Staff members who have a clinic added to the diary will automatically have an entry created in the Rota, unless it was done in advance of the clinic creations.
Preparing To Use The Staff Rota
Rota Display in Diary
Underneath the name of the user running clinic, is a space for a summary of the Staff Rota to be displayed.
... Staff Rota - Enterprise |
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| Cashing Up - Enterprise The i-Clarity Cash Up module has been designed with flexibility in mind. Cashing up can be done at the end of the day or can be done on the following morning. Even though it is recommended that you cash up at the end of each day that the practice is open, the Cashing Up module will accommodate a day being missed.
When you open the Cash Up module, it will display the last cashing up that was completed. Not until you click 'Begin Cash Up' will you be able to enter the final takings and float for the day. However, at any point during the day you can add the following entries on the Cash Up module:
When you take money to and from your practice safe.
When you take money to the bank.
When you complete an NHS or other deferred payment reconciliation.
When you take money from the till to spend on petty cash items.
It is recommended that you enter the above banking entries when they happen during the day to avoid items bein... General - Enterprise |
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| Understanding Deferred Payments in i-Clarity Understanding Deferred Payments in i-Clarity
... General - Enterprise |
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| Adding a Prescription with Core Modules Adding a Prescription with Core Modules
... Clinical Records - Enterprise |
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| Patient Communications Set Up - Enterprise Patient Communication
Before starting this communication section, we recommend that you:
Decide on all your Recall Schemes. This is the expiry date of the patient's prescription and when the patient is due for another appointment.
Decide how many stages each of these Recall Schemes will have. Stages manage the time intervals of the patient's reminders.
Decide the order for your preferred communication types. Communications allow you to individualise your reminders to different groups of patients and allows you to assign alternative modes of communication if your preferred communication is not viable.
You should also have any Word documents for letters saved and ready. Your recall letters should be saved in the appropriate folder ready to be attached in Maintenance.
You can find the folder location by going to Maintenance, Branch & System and then B... Recalls and Marketing - Enterprise |
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| Adding Sundry Products to i-Clarity Enterprise 1) Open the system Maintenance (click on the modules menu icon) ... Maintenance - Enterprise |
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| Creating A Stock Adjustment For A Solution Or Accessory - Enterprise This process is used to record stock movements for solutions or accessories, e.g. a delivery from a supplier.
Navigate to the Stock Module by clicking on the Back Office & System Modules button and the clicking on Stock.
... Stock - Enterprise |
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| Creating A Stock Adjustment For A Frame Already On The System - Enterprise This process is used to record stock movements for a frame that is already on the system.
Navigate to the Stock Module by clicking on the Back Office & System Modules button and the clicking on Stock.
... Stock - Enterprise |
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| Adding A New Frame Model To The Stock System - Enterprise This process is to add a new frame model to the system.
Navigate to the Stock Module by clicking on the Back Office & System Modules button and the clicking on Stock.
... Stock - Enterprise |
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| Creating A Stock Transfer - Enterprise Stock transfers are used to create stock adjustments for multiple products in one go. Either because they are being sent back to the supplier or because they are being sent to another branch.
(To record stock movements into the practice for more than one product at a time, the purchase order system should be used. See our other articles and training videos on this subject.)
The Stock module is accessed by clicking on the Back Office and System Modules drop-down and then clicking on Stock.
... Stock - Enterprise |