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...
Bulk Moving/ Copying/ Cancelling Appointments
Bulk Moving Appointments Open the Practice Diary > Diary Management > Move / Copy / Cancel Day The following window will open to select the function, staff member, and date. In this example we...
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...
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...
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...
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 on certain devices.You will need a microphone, or a lapel mic, you can also use the in-built microphone in a laptop...
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...