Summons
Summon Patients To set this up you need to go to: Settings > Practice Settings > Diary > Summon Waiting Patients – ensure this is on and your selection has been saved This will...
Speech To Text
Speech To Text You can use your voice to write notes in Pearl.You will need a microphone, or a lapel mic, you can also use the in-built microphone in a laptop or computer. On...
Stock Reorder Levels
Stock Reorder Levels You can manage your stock levels and reordering by going to: Settings > Stock Setup Use this icon to add more items. Complete the stock information, you can enter the Description...
Appointment Block Colours
Appointment Block Colours You can change the appointment block colours from: User > My Settings This will show the areas of the software that can be viewed and changed, specific to the user, this...
Appointment Type Setup
Appointment Type Setup To add and edit appointment types accessSettings > Appointments Setup > Appointment Type Setup Select the + icon to add a new Appointment Enter the description, length and select the edit icon...
Family Appointments
Family Appointments Pearl automatically links patients by address, new family members can also be added directly via the patient details tab The + icon will open a blank patient record to be completed for...
Single Day Rota Setup
Single Day Rota Setup Access the settings cog from the clinician’s diary in the appointment book or alternatively go intoSettings > Rota Setup > Single Day Setup This will display the working times. Remove...
Using The Slot Finder
Using The Find A Slot Utility Use the Find a slot Utility to search for appointment availability. It is access from the following icon in the practice diary. When you select this icon will...
Adding Patients to a Waiting List
Adding Patients to a Waiting List When a patient cancels, they can be added to a list and rebooked from the list. To do this add a tick to the box when appointments are...
Adding a Planned Appointment
Adding a Planned Appointment From the patient banner assure you that the appointment display is showing planned, use the ‘Add Planned Appointment’ Once you have selected to add an appointment you can choose the type, duration, staff and other appointment details.Save...