Tutorial

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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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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