View source for Update:Version 4.28.1.0 December 2022




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|[[File:December 2022.png|center]]
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!A big update including Tasks scheduling and lists, additional information on Treatment items and defects, email documents straight from the Tablets and more!
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== Schedule Tasks ==
Setup a practice formation with Tasks! You now can generate a task request to schedule for individual staff members or groups. A helpful reminder and pop-up notification will be shown in the top right-hand corner. Tasks can also be linked to a patient.

Head to Settings > Tasks Setup to begin.

Firstly, we have created Staff Groups in order to be able to send group tasks. The default options are based on Admins on Pearl, and user types.

These can be found in Settings > Tasks Setup > Staff Groups

[[File:December Update.png]]

Next you can add user defined Tasks if you are using them for routine assignments. Again, we have added in some ideas, but these can be customised.

These can be found in Settings > Tasks Setup > Task Items Setup

[[File:December Update1.png]]

Now you have the option to setup a patient task, or a practice task.

To do a practice task, click the [[File:December Update2.png]] icon in the top right-hand corner.

[[File:December Update3.png]]

If a task is specifically required for a patient, then you can create a task on the patient details screen, to import their details (see image below)

[[File:December Update4.png]]

Finally, we can give the Task the following options:

* Task Name
* Patient ''if necessary''
* Due Date (ASAP will not require a date)
* Reminder - When they are due to get the notification ''e.g. 5 Minutes before''
* Assign to myself - personal tasks
* Assign to groups
* Assign to specific staff

Required By All - If the task needs to be completed by all staff or the task will be marked as complete if a single staff has completed it.

[[File:December Update5.png]]

When it comes within the reminder due time the staff will then receive a notification in the top-right corner.

[[File:December Update6.png]]

Tasks can finally be marked as acknowledged with the following options:

* Completed
* Attempted (task still open) ''e.g. rang to remind for     appointment today but went to answerphone''

* Not Done

[[File:December Update7.png]]

== Patients can now request Documents completed via email ==
Patients can request to have any signed documents emailed to them either on the Pearl Pad or via the [[Kiosk]]. Please check you have the following settings in Pearl:

* An SMTP Email account added and set as default via Settings > Practice Settings > General > Send Email Method & Default Email (If you are unsure, please give us a call!)

* A default Patient Report email Template. (Settings > Communication Setup > Default Communication [[Templates]] > Email > Patient Report

Once the patient has completed all the requested documents, it will ask if you would like to receive an Email.

[[File:December Update8.png]]

Next, you can select which email address you would like to send it to, and which documents. There is a useful Select all button!

[[File:December Update9.png]]

Finally you will see a copy of the email sent via the Patients Correspondence window.

[[File:December Update10.png]]

To Disable this feature, head to Settings > Practice Settings > Interactive Modes > Disable Email Documents to Patient

== Show Selected Appointment for Copy/Move ==
When moving or copying appointments, there will now be extra info [[about]] the appointments being amended. When moving multiple appointments hover for a tooltip!

[[File:December Update12.png]]

== Add Additional Notes for Accounts ==
You can include additional notes or auto text templates to the Accounts page for each Patients. Simply double click on the blank space to begin. These notes show historical changes and additions.

[[File:December Update13.png]]

== Treatment Items and Defects Show All Additional Options ==
The setup menu for treatment items and defects have been updated to show all information. For example, NHS sites can see the FP17 banding and filter those. This will be especially useful for the upcoming NHS Band 2 changes. You can also see the price options for each item.

[[File:December Update14.png]]

== Other Added Features ==

* FP17DC form now includes the practitioner's name
* Ortho assessments     will only save and prompt status updates if any changes made
* [[Recalls]] and lapsed     recalls now show the patient type colours
* Patient duplicate     search will detect possible results much quicker
* Treatment Item     search will be more accurate finding items with special characters
* The logout button     will now be disabled if Pearl needs to update
* The Refund receipt     printout wording has been improved
* No longer can     create templates with duplicate names

We hope you enjoy these improvements and features, please let us know if you need any help or have any suggestions on what you'd like to see next by calling us on '''0116 275 9995''' or dropping us an email at [[Mailto:info@bhasoftware.com|info@bhasoftware.com]]


Thank you,

The Pearl Team