Tutorial

By Ben Baker
13 March 2026
Tutorial

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...

By Ben Baker
13 March 2026
Tutorial

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...

By Ben Baker
13 March 2026
Tutorial

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...

By Ben Baker
10 March 2026
Tutorial

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...

By Ben Baker
10 March 2026
Tutorial

Adding a Planned Appointment

Adding a Planned Appointment You can add a planned appointment by using the patient banner at the top of the screen. Assure you that the appointment display by ticking the "Planned" button. Once you...

By Ben Baker
10 March 2026
Tutorial

Bulk Rota Setup

Bulk Rota Setup Access the ‘Bulk Rota Setup’ either from Diary Management in the appointment book OR ‘Settings and Bulk Rota Setup’The following screen will open to select the staff member, start and end...

By Ben Baker
10 March 2026
Tutorial

Sending Lapsed Recalls

Sending Lapsed Recalls To access Recalls, open the practice diary > Open Diary Management > Select Lapsed Recalls When accessing the Recall list, you can select the following parameters. Date range / intervalClinicianPatient type/ageRecallExemption...

By Ben Baker
10 March 2026
Tutorial

Sending Recalls

Sending Recalls To access Recalls:Open the practice diary.Open diary management.Select Recalls. When accessing the Recall list, you can select the following parameters.Date RangeClinicianPatient type/ageRecallExemption Once you have selected the required parameters select"Search for patient...

By Ben Baker
10 March 2026
Tutorial

Sending Appointment Reminders

Sending Appointment Reminders To access reminders, Open the practice diary > Open Diary Management > Select Appointment Reminders When accessing the reminder list, you select the date range of appointments to remind This shows...