Knowledge Base
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| Adding Appointment Types - Enterprise To add an Appointment Type, got to Maintenance, Appointment and then 'Appointment Types'.
Use the top half of the screen to add the new Appointment Type.
... Maintenance - Enterprise |
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| Manage And Assign Practice Resources - Enterprise If you have resources in your practice that are limited, you can add them to i-Clarity so that they can be assigned to an appointment. The colour of the appointment will change to reflect that the resource will be in use, so that others are aware not to book another appointment at the same time with the same resource. Examples could be if you only have one coloured overlay set or one disabled parking space.
Go to Maintenance, Appointment and then click 'Appointment Resources' to load the Appointment Resources form as shown below.
... Maintenance - Enterprise |
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| Adding Patient Sources - Enterprise This is where you can add options of how your patients may have heard of you and add it to their record. This list is also used in the attendance reason drop-down list when you are booking appointments. This is useful for recording how successful marketing campaigns are or how many patients have been recommended to your practice using the Reports in i-Clarity.
Go to Maintenance, Patient Information and then click 'Patient Source' to load the Patient Source form shown below.
... Maintenance - Enterprise |
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| Adding Corporate Company Details - Enterprise When someone else is paying for services or products on behalf of the patient, the balance is cleared off the patient's record as they do not owe any money. The balance to be paid goes into the Deferred Payments module, so that you can track what is owed.
Payments due for GOS forms on the NHS are already set up to go to Deferred Payments, but you may have other third party payers such as Eden Red or a local company that uses your services for their employees.
You can add the details of any corporate clients that you use for their eye care and third party national corporate schemes. This can then be added to a patient's record and when a corporate fee goes through the till, the fee will go into the correct corporate file in Deferred Payments. You can also use a Corporate to automatically pay a product off into the correct Deferred Payment folder, e.g. you can have an Eden Red eye exam fee and when this is selected it will not go through to the Till page, it will autom... Maintenance - Enterprise |
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| Setting Up Occupations - Enterprise You can create a list of occupations to record in a patient's record. There will be a list of common occupations already in i-Clarity, but you can add more by going to Maintenance, Patient Information and then 'Occupations'. This will load the Occupations form shown below.
... Maintenance - Enterprise |