Utilizing Clinic Options in iClinic

1. Introduction

• Purpose: This guide provides comprehensive, step-by-step instructions on how to

effectively utilize the Clinic Options settings within the MDLand iClinic system.

• Key Features: Accessing clinic options, managing clinic information, configuring

general and security settings, adjusting patient-related settings, and managing

vaccine information.

2. Accessing Clinic Options

       1. Log In:

                o Sign in to your MDLand iClinic account using administrative credentials.

2. Navigate to Clinic Options:

                o Click on the Settings Icon from the dashboard.

                o Select General, then click on Clinic Options.

                o Note: Administrative privileges are required to access this section.

3. Clinic Information Section

• This section includes critical clinic details used across various iClinic functions

such as E-Fax Coverage, Default Letterhead, and Keywords.

• Best Practices:

               o Always keep clinic information up-to-date.

               o Select one default Office Location to be prominently displayed.

4. Contract Section

• iClinic Version: Displays the current version of MDLand iClinic.

• MDLand License Agreement:

               o Click Print to open a PDF copy of the license agreement.

               o In the new window, click the Printer Icon to print.

• Addendum for Data Sharing:
               o Click Print Agreement to view the addendum related to data sharing within

the MD Network.

               o Follow the same steps as above to print the document.

5. General Options

A. Patient Summary in Referral Letters

• Purpose: Determines if a patient summary is automatically attached to referral

letters for Meaningful Use Measures.

• Settings:

o Yes: Automatically attaches the summary.

o No: Requires manual attachment during referral creation.

B. Default Screen After Office Visit Creation

• Options:

               o Registration with Lookup: Opens the registration screen with patient

lookup.

               o Registration without Lookup: Directs to the registration screen without

lookup.

               o Patient Home: Redirects to the patient's home page.

               o Waiting Room: Opens the waiting room view.

C. Default Attending Physician for New Patients

• Purpose: Sets a default provider for new patient registrations.

• Usage:

               o Single-Provider Clinics: Set the default provider.

               o Multi-Provider Clinics: Leave blank to select manually.

6. Time and Search Settings

• Time Format:

               o 12-Hour Format: Displays time as AM/PM.

               o 24-Hour Format: Displays military time (e.g., 1300 for 1 PM).
• Default Search Criteria:

               o Select default search filters for patients (e.g., name, date of birth).

               o Recommended: Use Intelligent Search to allow flexible searches by name, DOB, or ID.

7. Facility and Claim Settings

• Default Facility for Office Visits/Claims:

              o Set a default facility for office visits and new claims.

              o Tip: Leave blank if providers work across multiple facilities.

8. Clinic Model Settings

• Registration Type:

             o Medical Clinic: Default for most practices.

             o Social Service/HIV: Select if applicable to your clinic type.

9. Security Settings

• Password Complexity:

             o Options: Normal, Strong (default), Very Strong.

             o Strong Password Requirements: At least 8 characters, mixed case letters, and one number.

• Failed Login Attempts:

             o Policy: Users are locked out after five failed attempts.

10. Signature Options

• Sign Using:

             o Choose between Tablet PC (recommended) or Signature Pad.

             o Tip: Use the iClinic Office App on iPads for easy patient signatures.

• Patient Sign-Off for Every Visit:

             o Yes: Requires patient signature for each visit.

             o No: Optional signature collection.

             o Note: Visits are not finalized until signed if set to Yes.

11. Vaccine Settings

• Purpose: Store and manage vaccine-related information for providers with registry

accounts.

• Configuration: Ensure vaccine account details are updated regularly.

12. Best Practices

• Regular Updates: Periodically review and update clinic information.

• Security Compliance: Maintain strong password policies to enhance security.

• Data Accuracy: Verify default settings to ensure efficient patient management

workflows.

13. Troubleshooting Tips

• Unable to Access Clinic Options:

            o Verify you have administrative privileges.

• Missing Data in Referral Letters:

            o Check if the patient summary setting is enabled.

• Password Reset Issues:

           o Contact IT support if users are locked out after failed login attempts.

14. Support Guidelines

• In-App Help: Use the MDLand iClinic help feature for immediate assistance.

• Technical Support: Contact IT for issues related to system configuration or user

access.

• Administrative Support: Consult with your clinic’s IT administrator for permission-

related issues.

Thank you for following this guide. Effective use of the Clinic Options in MDLand iClinic will

improve administrative efficiency, enhance data accuracy, and support secure clinic

operations.