Customer Success

Boost patient retention and fill your diary with consistent, meaningful engagement. This session is focused on:

• Improving how you connect with patients before, during, and after treatment
• Unlocking the power of automated reminders, waiting lists, and pre/post-treatment communications
• Making better use of online booking, portal tools, and patient data
• Identifying new opportunities to engage both new and existing patients

Ideal for: Practice Managers and Owners
Delivered via Microsoft Teams, using your own Pearl data

See your practice performance clearly with detailed KPIs and trends using PowerBI visualisation.

We help you track:

• Financial metrics (e.g. income per patient, treatment cost, balances)
• Operational performance (e.g. FTA rate, diary utilisation, wait times)
• Clinical efficiency (e.g. treatment plan acceptance, chair time)
• Team output (e.g. communication volumes, recall effectiveness)

From here, we’ll help build a data-led action plan to improve weak areas and reinforce your strengths.

Ideal for: Practice Managers and Owners
Delivered via Microsoft Teams, using live practice data

Are you making full use of Pearl? This session dives into your system usage and shows you:

• High value features you might not be using (VOIP, Online Booking, Recalls, etc.)
• Suggestions to increase revenue and streamline operations
• How to tidy and structure your data for best performance
• Opportunities to train your team on underused tools

We’ll even help with quick wins like cleaning patient records, improving reporting, or deactivating legacy users.

Ideal for: Admins, Practice Managers, or any team leaders
Delivered via Microsoft Teams