Knowledge Base
Search Tip: Fewer words will often return more results. Keep your search term short and concise.
| Find The Location Of Recall Or Adhoc Docs Folders You can find the folder location in the “Branches” tab of Maintenance:
If the word document you are saving is a recall letter the file location where you need to save the document is the Recall Communications Path.
If it is any other communication, such as a marketing letter, the file location where you need to save the document is the Adhoc Communications Path.
... Maintenance - i-Clarity |
||
| Adding mail-merge fields to a communication Mail-merge “placeholders” will enable patient’s details to be mail merged into your document. To begin this process, you need to export a sample mail merge file from i-Clarity to use in your document.
Log in to i-Clarity and go to the “further details” tab in patient records.... Maintenance - i-Clarity |
||
| Creating recall schemes and stages i-Clarity recalls can be separated into three sections: schemes, stages, and communications. The function of the recall schemes is to manage the expiry date of the patient’s prescription and when the patient is due for another appointment. Stages manage the time intervals of the patient’s reminders. Communications allow you to individualise your reminders to different groups of patients and manage the order of your communication type preferences.
This article looks at the first 2 steps, setting up recall schemes and stages.
Recall Schemes
Navigate to the Recall Scheme tab in the maintenance module.
Working in the top half of the screen, you need to add each of the schemes that you want available for use, filling in the boxes just below the grid from left to right.
... Maintenance - i-Clarity |
||
| Setup recall communications i-Clarity recalls can be separated into three sections: schemes, stages, and communications. The function of the recall schemes is to manage the expiry date of the patient’s prescription and when the patient is due for another appointment. Stages manage the time intervals of the patient’s reminders. Communications allow you to individualise your reminders to different groups of patients and manage the order of your communication type preferences.
This article looks at Recall Communications.
The communication defines the content of the recall the patient receives and how they receive the recall. It also allows you to breakdown each communication stage into age groups so that you can send different content to each group in different ways.In the maintenance module, go to the Recall Communications tab.
Select the recall scheme you want to add communications to, from the dropdown list.... Maintenance - i-Clarity |
||
| Create ad-hoc communications This is where you can set up any kind of communication other than a recall. You will need to create a sample merge file to set up your documents with the correct merge fields.
Mail-merge “placeholders” will enable patient’s details to be mail merged into your document. To begin this process, you need to export a sample mail merge file from i-Clarity to use in your document.
Log in to i-Clarity and go to the “further details” tab in patient records.... Maintenance - i-Clarity |
||
| Automated appointment confirmations (general) You can set the system to automatically send appointment confirmations and reminders.
In the Branches tab of Maintenance, click on the 'Appointment Confirmations' button. This will open a new window. (Please note: There is also an appointment confirmations button in the “Appointment Types” tab. This will update the appointment confirmation communication for the branch you are logged in to only.)... Maintenance - i-Clarity |
||
| Automated appointment confirmations (specific) You can set the system to automatically send appointment confirmations and reminders. You can create different messages for different appointment types, E.g. you may want to include a reminder to wear contact lens’ for an aftercare appointment.
In the Branches tab of Maintenance, click on the 'Appointment Confirmations' button. This will open a new window. (Please note: There is also an appointment confirmations button in the “Appointment Types” tab. This will update the appointment confirmation communication for the branch you are logged in to only.)... Maintenance - i-Clarity |
||
| Automated appointment reminders You can set appointment reminders in the maintenance module in the Misc. 2 tab.
... Maintenance - i-Clarity |
||
| Set SMS From Name In the Branch tab of Maintenance there is a text box for you to type in what name you would like to appear as the sender on your SMS messages.
... Maintenance - i-Clarity |
||
| Create Email Footer You can add an email footer in each branch tab that will be added to the bottom of all emails sent through i-Clarity:
Double click on the text box. This will open a new window... Maintenance - i-Clarity |