Tutorial

By Ben Baker
10 April 2026
Tutorial

How To Add X-Ray QA Without Tooth History

Adding an X-Ray QA without tooth history You can now record your X-Ray QA details in Pearl, allowing this to be reported on and used for CQC inspections. Access the X-ray details through the...

By Ben Baker
7 April 2026
Tutorial

Adding a Notional Value

Adding a notional value in Pearl What is a Notional Value? The Notional Value is how much 1 UDA is worth in Pounds on you're contract.You can calculate this by dividingAnnual Contract Value in...

By Ben Baker
27 March 2026
Tutorial

Enabling Treatment Visits

Enabling Treatment Visits Open the Charting tab > Select the cog icon in the top right of the treatment plan > Turn on "Treatment Visits Default on" Check the slider is set to on...

By Ben Baker
23 March 2026
Tutorial

Treatment Templates and Visits

Setting Treatment Templates and Visits Settings > Staff Setup > Edit Staff > Open Setup (Bottom Right) Set the required templates for Adults / Children NHS / PrivateWhen selecting a ‘NEW COURSE’ from the...

By Ben Baker
20 March 2026
Tutorial

New Patient Record Tab

Generate your own tab in patient records A new tab can be set up to display within patient records. To set this up you would need to access custom questionnaires. Settings > Communication Setup...

By Ben Baker
18 March 2026
Tutorial

Prescription Audits

Prescriptions Private and NHS prescriptions information can be added to Pearl. Private prescriptions can be printed.You can Access Prescriptions from the Charting tab and Prescriptions on the right of the screen. You can see...

By Ben Baker
18 March 2026
Tutorial

Medical History Setup

Medical History Setup To access the medical history setup. Go to Settings > Medical History Setup > Medical Warnings This will open the current Medical History set up, from here you can edit a...

By Ben Baker
18 March 2026
Tutorial

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...

By Ben Baker
18 March 2026
Tutorial

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...

By Ben Baker
18 March 2026
Tutorial

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...