Tutorial

Enabling Treatment Visits

Enabling Treatment Visits Open the Charting tab > Select the cog icon in the top right of the treatment plan > Turn on "Treatment Visits Default on" Check the slider is set to on...
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Treatment Templates and Visits

Setting Treatment Templates and Visits Settings > Staff Setup > Edit Staff > Open Setup (Bottom Right) Set the required templates for Adults / Children NHS / PrivateWhen selecting a ‘NEW COURSE’ from the...
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New Patient Record Tab

Generate your own tab in patient records A new tab can be set up to display within patient records. To set this up you would need to access custom questionnaires. Settings > Communication Setup...
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Prescription Audits

Prescriptions Private and NHS prescriptions information can be added to Pearl. Private prescriptions can be printed.You can Access Prescriptions from the Charting tab and Prescriptions on the right of the screen. You can see...
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Medical History Setup

Medical History Setup To access the medical history setup. Go to Settings > Medical History Setup > Medical Warnings This will open the current Medical History set up, from here you can edit a...
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Draft Notes

Draft Notes Draft notes can be turned on from Settings > Practice Settings > Save Draft Notes When typing clinical notes you will notice a new YELLOW save iconUse this if the notes are...
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FTA Manager

FTA Manager FTA Appointments can be managed through the FTA Manager.Navigate to the practice diary > Diary Management > FTA Manager The patients are colour codedRed patients have not consented to communicationsOrange patients are...
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Check-In Options

Check-In Options The check-in screen is accessed from the patient banner The columns can be changed, to view this openSettings > Practice Settings > Diary Select Waiting to be seen and / or left...
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Customising The Diary

Customising The Diary Pearl's diary can be customized in several ways, the first is to use the B to Bold the font You can also choose the font size from Diary User Settings To...
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