Introduction to Pearl Dental Software

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Introduction

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Remote Support

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Feedback Form

Introduction to Pearl Portal

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Sending a Patient Tasks on the Portal

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Access the Portal on a Desktop PC

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Access the Portal on a Mobile Device

Appointment Book

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Managing Appointments

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Family Appointments

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Sending Recalls

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Sending Reminders

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Creating a Text Template

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Creating an Email Template

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Creating a Letter Template

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Checking In Patients

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Appointment Type Setup

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Planned Appointments

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Waiting Lists

Patient Record

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Adding a new Patient Record

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Searching for a Patient

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User Defined Fields

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Patient Referral Types

Settings

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Staff Rota

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Price Plans

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Bulk Rota Setup

Banking and Accounts

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Creating a Bill and Accepting a Payment

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Refunding a Patient

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Payment Plans

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Price Plans

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Total Payments

Filtering

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Merging Filter List

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How to Filter Patients

Reports

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Banking Report

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Reports Menu

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New Patient Referrals

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Registered Patients

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Appointment By Type

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Open Courses of Treatment

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Patients Who Owe Money

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Total Bills

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Count of Treatment Types

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Hygienist Time

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Appointments Not Booked with the Registered Practitioner

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FTA Appointments

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Cancelled Appointments

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Appointment Lengths

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Appointments Audit Trail

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Transaction Deletions For All Patients

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Bad Debt Write Off

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Bills Summary

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Commission Report

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Patients In Credit

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Patients Balance

Integrations

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Third Party Integrations

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X Ray Integration

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Dental Referrals

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Phone Integrations

Utilities

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Transfer Contracts

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Transfer Patients

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Update Patients Active Status

Charting

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Creating and Updating the Baseline

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Treatment Planning

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How to Setup New Treatment Items

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Charting Favourites using Drag & Drop

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Clickable Surface Charting

Clinical Notes

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Adding a Clinical Note

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Clinical Note Templates

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Clinical Note Audit

BPE and Periodontal Assessment

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Overview of the BPE & Perio Tab

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Charting a Periodontal Assessment

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Adding a BPE

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BPE Audit Trail

Soft Tissue and Pathology

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Soft Tissue Examination

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Soft Tissue Pathology

Medical History

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Recording Patient Medical History

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Setting up Medical History

NHS Claims

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Unsigned Forms

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NHS Claims Manager

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NHS Claims Filter

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Adding an NHS Contract & Practitioner Allocation

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Attention Forms & Mismatches

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Signed Forms & Sending Claims

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Processing Claims

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Warnings

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NHS Batches

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NHS Triage

Custom Questionnaires

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Adding a Custom Questionnaire

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Custom Questionnaires Question Type

Pearl Dashboard

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Introduction to the Dashboard

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User Permissions for the Dashboard