Knowledge Base
Search Tip: Fewer words will often return more results. Keep your search term short and concise.
| Choose KPI Recipients - Enterprise If you would like KPIs to be sent to Users, you can do this in Maintenance.
Click the Back Office & System Modules drop-down and then click on 'Maintenance' to navigate to the Maintenance module.
... Maintenance - Enterprise |
||
| Find The Location of Recall or Adhoc Docs Folders - Enterprise You can find the folder location in Maintenance.
Click the Back Office & System Modules drop-down and then click on 'Maintenance' to navigate to the Maintenance module.
... Maintenance - Enterprise |
||
| Cancellation Reasons - Enterprise This is where you can populate reasons a patient record may be cancelled. A cancelled patient's record will not allow any appointments to be booked, no transactions to got through and no communications to be sent.
Click the Back Office & System Modules drop-down and then click on 'Maintenance' to navigate to the Maintenance module.
... Maintenance - Enterprise |
||
| Refresh Interval For Individual Clinic Window - Enterprise In the the Diary, you can open the day's clinic in a separate window so that it is available to look at without going in and out of the appointment's module. It is particularly useful for the clinician. You can set how often this window refreshes with up-to-date information in Maintenance.
In Maintenance, click 'Branch & System' and then 'Branch Full Config'.
On the top right-hand side is the following setting.
... Appointment Diary - Enterprise |
||
| Change Patient Notes Display Period - Enterprise i-Clarity creates a number of system notes in Patient Activity for when appointments are booked, changes are made to the Patient Record, communications are sent etc. You can choose how long these notes stay in the system for, in order to keep the Patient Activity page tidy.
Go to Maintenance, Branch & System and then click on 'System Parameters'.
On the top right-hand side, under 'Editing and Warnings' is the following setting.
... Maintenance - Enterprise |
||
| Create Custom Patient Folders - Enterprise You can add or scan documents to patient records such as Hospital Letters, Fields Results, Previous Records etc. You can separate the documents out into different folders to make it easier to find what you are looking for when you retrieve them. If you wish to add any extra patient folders, such as PEARS/MECS Paperwork, you can do so in Maintenance.
Go to Maintenance, Patient Communications and then 'Patient Folders'.
In the 'Add Patient Folder' section at the bottom of the screen, type in the name of the Patient Folder you would like to add. You can choose the order that the folders appear in the list by putting the number in the box. This will order the folders so that the most popular ones are at the top. (The lower the number, the higher up the list the folder will appear). Otherwise, they will be displayed in alphabetical order.
Then click '+'.
... Maintenance - Enterprise |
||
| Enable Password Protection Throughout i-Clarity - Enterprise i-Clarity allows you to password protect individual areas and functions of the system.
Go to Maintenance, Branch & System and then click 'Password Protection'. This form allows you to add the requirement to enter your password when accessing certain areas of the system. This is done per computer because you may want to have an increased level of module password protection on front of house computers where staff move between computers, compared to a consulting room where there is little or no change of computer user.
Each column, when ticked, requires a password to open the corresponding module in i-Clarity. We recommend, as a minimum, the financial modules of the system have password protection active.
... Maintenance - Enterprise |
||
| Set SMS From Name - Enterprise To set up SMS from name, go to Maintenance, Branch & System and click on 'Branch Full Config'.
On the left-hand size, there is an 'SMS From' box. Type in the name you would like to appear as the sender on your SMS messages.
... Maintenance - Enterprise |
||
| Create Email Footer - Enterprise You can add an email footer for each branch, that will be added to the bottom of all emails sent through i-Clarity. To do this, go to Maintenance, Branch & System and click 'Branch Full Config'.
Double click on the text box. This will open a new window.... Maintenance - Enterprise |
||
| Send Long SMS Without Prompting - Enterprise There is a character limit of 160 per SMS message. If you go over this character count, there will be additional charges.
In Maintenance, Branch & System and then 'System Parameters', there is a 'Send Long SMS Without Prompting' checkbox.
If this checkbox is NOT checked, when sending mass communications such as recall or marketing, the communications will fail to send if the SMS messages are over 160 characters.
If the box IS checked, then the communications will send, even if the character limit has been exceeded, but you will be charged for additional messages.
... Maintenance - Enterprise |