Knowledge Base
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| Replacing GPs when a GP retires or leaves a practice In order to keep your GP list tidy, when a GP retired or leaves a practice, we suggest that you use the spreadsheet function in the GP tab in maintenance to replace the GP with another GP at the practice.
Navigate to the 'GP' tab in the maintenance module.
Click on the Create GP spreadsheet button. This will open a new window... Maintenance - i-Clarity |
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| Add college or school details In the maintenance module, go to the Colleges tab. This is where you can add the colleges that are local to your practice to add to patients files. i-Clarity will use this to fill in NHS form etc.
Fill in the college information into the boxes at the bottom of the page.
... Maintenance - i-Clarity |
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| Allow users to edit colleges or schools without maintenance access You can allow users to modify college records even if they do not have maintenance access. To enable this, navigate to the 'Misc.' tab in Maintenance and tick the “Allow users to modify college records” checkbox.
If this is checked then users will be able to modify the details of a college for all patients assigned to that college from a patient’s record.... Maintenance - i-Clarity |
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| Adding Corporate Company Details 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, ... Maintenance - i-Clarity |
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| Adding Patient Sources 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 the 'Patient Sources' tab in the maintenance module.
Fill in the boxes at the bottom of the page, from left to right, with the name of the source, any notes, and the branch from the dropdown list.... Maintenance - i-Clarity |
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| Setting Up Occupations 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 in the 'Occupations' tab in the maintenance module.
Add the occupation and any notes in the boxes at the bottom of the page.... Maintenance - i-Clarity |
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| Enable a prompt to display when patient details are missing You can select certain fields in patient records as prompted fields. This means that if this field is not filled in, when the user leaves the patient record a warning message will show up. To set these fields go to 'Misc. 2' tab in the maintenance module.
Tick the box(es) of the field(s) you would like to recieve prompts for.
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| Set default communication preferences In patient records, there are dropdown lists for email and SMS communication options to help with GDPR rules. The customer can choose to accept or decline receiving email updates, and, if they are happy to receive SMS messages, recall only, or phone only on their mobile. You can set the default for the lists in the branches tab in the maintenance module
... Maintenance - i-Clarity |
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| Create Custom Patient Folders You can add documents to patients records such as hospital letters, field 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 in their own folder, you can do so in the 'Misc. 4' tab of maintenance:
... Maintenance - i-Clarity |
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| Change Patient Notes Display Period i-Clarity creates a number of system notes in patient activity for when appointments are booked, changes are made to the patient front page, communications are sent etc. You can choose how long these notes stay in the system for to keep the patient activity tab tidy.
Enter the number of days you would like to keep the notes for in the box:
... Maintenance - i-Clarity |