Knowledge Base
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| Show clinics one day at a time In the Branches tab of Maintenance you will find a checkbox called “show clinics one day at a time” on the right-hand side:
... Appointment Diary - i-Clarity |
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| Refresh Interval For Individual Clinic Window In the appointments module you can open the days 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 the Clinic Refresh Interval box in the branches tab. Put your desired refresh interval in in seconds:
... Appointment Diary - i-Clarity |
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| Appointment Diary Refresh Interval The appointment screen will refresh each time you open the appointments module. If the appointments module is left open, it can automatically refresh at a given interval. So, if you leave your appointment module open on one computer and someone else books an appointment, that appointment will become visible on your open appointments page when the screen refreshes. You can set how often that happens in the branches tab.
... Appointment Diary - i-Clarity |
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| Manage And Assign Practice Resources 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 others are aware not to book another appointment at the same time with the same resource. Examples of could be if you only have one coloured overlay set, or one disabled parking space:
In the resources tab in the maintenance module, fill in the boxes at the bottom from left to right.
... Maintenance - i-Clarity |
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| Adding A New Analysis Code Analysis codes are common headline information that you want to add to the front page of the patient’s record. E.g. if a patient is on a direct debit, or is diabetic, or part of a loyalty scheme.
You can also filter patients by analysis codes in the marketing module. By default, any code assigned to a patient will be displayed on the front page of their record.
... Main Form - i-Clarity |
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| Amending An Analysis Code Analysis codes are common headline information that you want to add to the front page of the patient’s record. E.g. if a patient is on a direct debit, or is diabetic, or part of a loyalty scheme.
You can also filter patients by analysis codes in the marketing module. By default, any code assigned to a patient will be displayed on the front page of their record.
... Main Form - i-Clarity |
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| Deleting An Analysis Code Analysis codes are common headline information that you want to add to the front page of the patient’s record. E.g. if a patient is on a direct debit, or is diabetic, or part of a loyalty scheme.
You can also filter patients by analysis codes in the marketing module. By default, any code assigned to a patient will be displayed on the front page of their record.
... Main Form - i-Clarity |
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| Cancellation Reasons 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 go through, and no communications to be sent.
Go to the cancellation reasons tab in the maintenance module and fill in the boxes at the bottom of the page from left to right.
... Maintenance - i-Clarity |
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| Add a new GP In the maintenance module, go to the GP tab.
This is where you can populate the Genreral Practitioner’s in your area that can then be added to a patient’s file, i-Clarity will then use this to fill in NHS forms etc.
Fill in the GP’s detail in the boxes at the bottom of the page.
... Maintenance - i-Clarity |
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| Allow users to edit GPs without maintenance access You can allow users to modify GP records even if they do not have maintenance access. To enable this, navigate to the 'Misc.' tab in maintenance and locate the checkbox “Allow users to modify GP records”.
If this is checked then users will be able to modify the details of a GP for all patients assigned to that GP from a patient’s record.... Maintenance - i-Clarity |