Prior to sending the patient a Pearl Portal request/document, you must have the following details registered in Pearl: Surname, Date of Birth, Postcode and a valid Mobile Number.
If the patient cannot access the Portal please check the information inputted by the patient, matches the details you have on their patient record in Pearl. Any slight differences will prevent the patient from logging in and will need updating. Also check you have enough SMS credits to allow registration of the patient’s Portal login (Integration tab in Pearl -> SMS Credits).
If it’s their first time using the Portal, patients will need to input a one-time verification code sent to their registered mobile number. Once they have logged in, they may setup a password for future logins.
If the patient has forgotten their password, they can use the Send SMS button to login via the one time access code, then change their password in Account Settings.
If the patient requires a parent/ guardian to complete their Portal request, then their parent / guardian can access this on behalf of the patient, otherwise the patient can continue to the next screen.
Family members and a default recorded parent / guardian record will automatically be listed and they can add additional details manually. This will be recorded on any documents or changes made on the Correspondence Tab in Pearl.