Sending a Patient Tasks on the Portal

Pearl Portal

How to send a Task to a Patient on the Portal

Begin by setting up a task to send through the portal to the patient. The tasks currently consist of updating patient details, COVID-19 Assessment, Medical History form, PR Form signature or Private Treatment Plan signature.

To setup a task from within Pearl press the icon above on the Patient Details.
When there are outstanding documents to complete this symbol will show.
When all the documents are complete this symbol will show.

Once the tasks have been sent, the patient will be able to see them under Tasks. When completed they are removed from the task list. If any need redoing, the patient can navigate to them and ‘re-complete’.