Pearl Portal - Revision history

Stephen Beardsmore: stuff x2

2023-04-19T15:48:09Z

stuff x2

← Older revision		Revision as of 15:48, 19 April 2023
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	- Postcode		- Postcode

	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 the patient cannot access the Portal please check the information input 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).

	[[File:Portal.png]]		[[File:Portal.png]]
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	==== <u><big>Patient Details</big></u> ====		==== <u><big>Patient Details</big></u> ====
	The patient can update their personal details from the Portal. Whether it’s a change of address or to consent to ~~receive SMS~~ marketing messages, this will update the record in Pearl instantly.		The patient can update their personal details from the Portal. Whether it’s a change of address or to consent to receive SMS marketing messages, this will update the record in Pearl instantly.

	[[File:Patient info update with frame.mp4]]		[[File:Patient info update with frame.mp4]]
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	==== <big><u>PR Form</u></big> ====		==== <big><u>NHS FP17PR Form</u></big> ====
	The PR form is a signable agreement to show if the patient is exempt from any charges or a reduced charge for their treatment. Please ensure supporting details are provided where necessary. Once the Patient is happy with the details they have provided, they can sign in the box at the bottom and confirm the signature.		The PR form is a signable agreement to show if the patient is exempt from any charges or a reduced charge for their treatment. Please ensure supporting details are provided where necessary. Once the Patient is happy with the details they have provided, they can sign in the box at the bottom and confirm the signature.

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	==== <u><big>Private Treatment Plans</big></u> ====		==== <u><big>Private Treatment Plans</big></u> ====
	A ~~Patients~~ treatment plan can be sent to the Portal to sign, including any terms and conditions you may have on this document. Once the Patient is happy with the details they have provided, they can sign in the box at the bottom and confirm the signature.		A patient's treatment plan can be sent to the Portal to sign, including any terms and conditions you may have on this document. Once the Patient is happy with the details they have provided, they can sign in the box at the bottom and confirm the signature.

	This signed document can then be viewed from the ~~Patients~~ correspondence or Patient folder within Pearl. Patients may also view this document from their Portal login.		This signed document can then be viewed from the Patient's correspondence or Patient folder within Pearl. Patients may also view this document from their Portal login.
	[[File:Treatment plan with frame.mp4\|thumb\|none]]		[[File:Treatment plan with frame.mp4\|thumb\|none]]

Stephen Beardsmore: things

2023-04-19T15:45:30Z

things

← Older revision		Revision as of 15:45, 19 April 2023
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	The portal allows patients to complete outstanding documents before they enter the practice. Initially developed in 2020 to help practices safeguard against Covid-19, the portal has gone through continuous development cycles, allowing patients to complete a lot more than just their Covid-19 triage assessment.		The portal allows patients to complete outstanding documents before they enter the practice. Initially developed in 2020 to help practices safeguard against Covid-19, the portal has gone through continuous development cycles, allowing patients to complete a lot more than just their Covid-19 triage assessment.

	Pearl's Patient Portal now allows patients to complete medical histories, sign treatments plans ~~it even~~ allows patients to check ~~them selves~~ in and view upcoming appointments and much more. All without the need to give the practice a call!		Pearl's Patient Portal now allows patients to complete medical histories, sign treatments plans. It also allows patients to check themselves in and view upcoming appointments and much more. All without the need to give the practice a call!

	== What does the patient need to do? ==		== What does the patient need to do? ==
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	The patient portal can be implemented at your practice today free of charge. the portal is included with your practice subscription to Pearl.		The patient portal can be implemented at your practice today free of charge. the portal is included with your practice subscription to Pearl.

	~~Simply all~~ you need to do is fill out the [https://forms.office.com/pages/responsepage.aspx?id=IDJs9TP5L0G_-Ytx2XXZs6JEusSfWChCl0ys55HYosJUNFZaOFBOMjc1MTVLUTZFR1ZYNjdVS0dJSCQlQCN0PWcu Pearl Portal Request Form]		All you need to do is fill out the [https://forms.office.com/pages/responsepage.aspx?id=IDJs9TP5L0G_-Ytx2XXZs6JEusSfWChCl0ys55HYosJUNFZaOFBOMjc1MTVLUTZFR1ZYNjdVS0dJSCQlQCN0PWcu Pearl Portal Request Form]

	Then one of our team will give you a call once its ready to use.		Then one of our team will give you a call once its ready to use.

	=== <u><big>~~Book the patient an appointment~~</big></u> ===		=== <u><big>Patient requirements</big></u> ===
	[[Adding an Appointment\|When you add that appointment in Pearl]]. Click Pearl portal button at the bottom right. Request the specific documents to be signed. Then click 'Send Patient(s) To PearlPortal', you have now requested the patient complete the following documents.		Patients are required to have the following details to access the portal:

	~~Pearl will confirm you have requested the patient to complete documents.~~

	~~Save the appointment~~

	Patients are required the following details to access the portal:

	- Forename		- Forename
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	- Mobile Number		- Mobile Number


			If the patient's details can not be confirmed in pearl they will see the following error, prompting them to contact the practice:

			[[File:Patient Verification Failed.png\|alt=Verification Failed\|left\|thumb\|468x468px\|Verification Failed]]






			=== <u><big>Book the patient an appointment</big></u> ===
			[[Adding an Appointment\|When you add an appointment in Pearl]], Click the Pearl portal button at the bottom right. You can request the specific documents to be signed and then click 'Send Patient(s) To PearlPortal'. You have now requested the patient complete the specified documents.

			Pearl will confirm you have requested the patient to complete documents.

			Save the appointment

	[[File:Portal1.png\|522x522px]][[File:Portal2.png\|601x601px]][[File:Portal3.png\|521x521px]]		[[File:Portal1.png\|522x522px]][[File:Portal2.png\|601x601px]][[File:Portal3.png\|521x521px]]

	These tasks get sent to the ~~patients~~ account on the portal. The portal link will still need to be sent by either SMS or email. Without sending these tasks the patient will be navigating the portal ~~blindly~~, these tasks hold their hand through all of the portal's features.		These tasks get sent to the patient's account on the portal. The portal link will still need to be sent by either SMS or email. Without sending these tasks the patient will be navigating the portal without assistance, these tasks hold their hand through all of the portal's features.

	=== <big><u>Patient outstanding requests</u></big> ===		=== <big><u>Patient outstanding requests</u></big> ===
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	documents to sign		documents to sign
	\|}		\|}
	When you hover over both icons it will explain what ~~docs~~ have been requested ~~to sign~~.		When you hover over both icons it will explain what documents have been requested or completed.

	=== <u><big>Sending the patient the portal link</big></u> ===		=== <u><big>Sending the patient the portal link</big></u> ===
	This can be done through multiple different ways. ~~You can choose~~ to ~~add~~ the ~~link into~~ [https://help.pearldentalsoftware.com/w/Templates#Email_Templates Email templates] or [https://help.pearldentalsoftware.com/w/Templates#SMS_Templates SMS templates]		This can be done through multiple different ways. Generally we recommend adding a link to the portal to your reminder [[templates]], which can be done on [https://help.pearldentalsoftware.com/w/Templates#Email_Templates Email templates] or [https://help.pearldentalsoftware.com/w/Templates#SMS_Templates SMS templates].

	== What does the patient need to do? ==		== What does the patient need to do? ==

Charlie Garner at 14:26, 19 January 2023

2023-01-19T14:26:30Z

← Older revision		Revision as of 14:26, 19 January 2023
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	Pearl's Patient Portal now allows patients to complete medical histories, sign treatments plans it even allows patients to check them selves in and view upcoming appointments and much more. All without the need to give the practice a call!		Pearl's Patient Portal now allows patients to complete medical histories, sign treatments plans it even allows patients to check them selves in and view upcoming appointments and much more. All without the need to give the practice a call!

	== What ~~Does The Practice Need To Do~~? ==		== What does the patient need to do? ==

	=== <big><u>Setting ~~Up The Portal~~</u></big> ===		=== <big><u>Setting up the portal</u></big> ===
	The patient portal can be implemented at your practice today free of charge. the portal is included with your practice subscription to Pearl.		The patient portal can be implemented at your practice today free of charge. the portal is included with your practice subscription to Pearl.

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	Then one of our team will give you a call once its ready to use.		Then one of our team will give you a call once its ready to use.

	=== <u><big>Book ~~The Patient An Appointment~~</big></u> ===		=== <u><big>Book the patient an appointment</big></u> ===
	[[Adding an Appointment\|When you add that appointment in Pearl]]. Click Pearl portal button at the bottom right. Request the specific documents to be signed. Then click 'Send Patient(s) To PearlPortal', you have now requested the patient complete the following documents.		[[Adding an Appointment\|When you add that appointment in Pearl]]. Click Pearl portal button at the bottom right. Request the specific documents to be signed. Then click 'Send Patient(s) To PearlPortal', you have now requested the patient complete the following documents.

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	These tasks get sent to the patients account on the portal. The portal link will still need to be sent by either SMS or email. Without sending these tasks the patient will be navigating the portal blindly, these tasks hold their hand through all of the portal's features.		These tasks get sent to the patients account on the portal. The portal link will still need to be sent by either SMS or email. Without sending these tasks the patient will be navigating the portal blindly, these tasks hold their hand through all of the portal's features.

	=== <big><u>Patient ~~Outstanding Requests~~</u></big> ===		=== <big><u>Patient outstanding requests</u></big> ===
	On the [[Patient Appointment Snapshot]] the portal will show you multiple icons with different meanings.		On the [[Patient Appointment Snapshot]] the portal will show you multiple icons with different meanings.
	{\| class="wikitable"		{\| class="wikitable"
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	When you hover over both icons it will explain what docs have been requested to sign.		When you hover over both icons it will explain what docs have been requested to sign.

	=== <u><big>Sending ~~The Patient The Portal Link~~</big></u> ===		=== <u><big>Sending the patient the portal link</big></u> ===
	This can be done through multiple different ways. You can choose to add the link into [https://help.pearldentalsoftware.com/w/Templates#Email_Templates Email templates] or [https://help.pearldentalsoftware.com/w/Templates#SMS_Templates SMS templates]		This can be done through multiple different ways. You can choose to add the link into [https://help.pearldentalsoftware.com/w/Templates#Email_Templates Email templates] or [https://help.pearldentalsoftware.com/w/Templates#SMS_Templates SMS templates]

	== What ~~Does The Patient Need To Do~~? ==		== What does the patient need to do? ==

	=== <u><big>Logging into Pearl Portal</big></u> ===		=== <u><big>Logging into Pearl Portal</big></u> ===
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	[[File:Portal7.png]]		[[File:Portal7.png]]

	=== <u><big>Information ~~The Patient Can Fill Out~~</big></u> ===		=== <u><big>Information the patient can fill out</big></u> ===

	==== <u><big>Patient Details</big></u> ====		==== <u><big>Patient Details</big></u> ====

Charlie Garner: /* PR Form */

2023-01-18T16:45:25Z

PR Form

← Older revision		Revision as of 16:45, 18 January 2023
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	[[File:Patient info update with frame.mp4]]		[[File:Patient info update with frame.mp4]]

	~~====~~ <u><big>Covid-19 Assessment</big></u> ~~====~~		<u><big>Covid-19 Assessment</big></u>

	The COVID-19 assessment questions are matched to what is currently asked in Pearl. Any answers that have been marked to trigger a warning will show on Pearl when loading that Patient record. When a COVID-19 assessment is complete, it is recorded in Pearl with the date and time.		The COVID-19 assessment questions are matched to what is currently asked in Pearl. Any answers that have been marked to trigger a warning will show on Pearl when loading that Patient record. When a COVID-19 assessment is complete, it is recorded in Pearl with the date and time.
	[[File:Covid assessment with frame.mp4\|thumb\|~~left~~]]		[[File:Covid assessment with frame.mp4\|thumb\|none]]
	__NOTOC__		__NOTOC__









	==== <u><big>Medical History</big></u> ====		==== <u><big>Medical History</big></u> ====
	A Patient can complete a [[Medical History]] check before every visit on the Portal. They may also leave any emergency contact details. This will then update when the medical history was last checked by the Patient in Pearl.		A Patient can complete a [[Medical History]] check before every visit on the Portal. They may also leave any emergency contact details. This will then update when the medical history was last checked by the Patient in Pearl.
	[[File:Medical History form with frame.mp4\|~~left~~\|~~thumb~~]]		[[File:Medical History form with frame.mp4\|thumb\|none]]


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	This signed document can then be viewed from the Patients correspondence or Patient folder within Pearl. Patients may also view this document from their Portal login.		This signed document can then be viewed from the Patients correspondence or Patient folder within Pearl. Patients may also view this document from their Portal login.
	[[File:PR form with frame.mp4\|~~left~~\|~~thumb~~]]		[[File:PR form with frame.mp4\|thumb\|none]]


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	This signed document can then be viewed from the Patients correspondence or Patient folder within Pearl. Patients may also view this document from their Portal login.		This signed document can then be viewed from the Patients correspondence or Patient folder within Pearl. Patients may also view this document from their Portal login.
	[[File:Treatment plan with frame.mp4\|~~left~~\|~~thumb~~]]		[[File:Treatment plan with frame.mp4\|thumb\|none]]

Charlie Garner: /* Covid-19 Assessment */

2023-01-18T16:43:23Z

Covid-19 Assessment

← Older revision		Revision as of 16:43, 18 January 2023
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	[[:File:~~Covid assessment~~ with frame.mp4\|File:~~Covid assessment~~ with frame.mp4]]		==== <u><big>Medical History</big></u> ====
			A Patient can complete a [[Medical History]] check before every visit on the Portal. They may also leave any emergency contact details. This will then update when the medical history was last checked by the Patient in Pearl.
			[[File:Medical History form with frame.mp4\|left\|thumb]]



			==== <big><u>PR Form</u></big> ====
			The PR form is a signable agreement to show if the patient is exempt from any charges or a reduced charge for their treatment. Please ensure supporting details are provided where necessary. Once the Patient is happy with the details they have provided, they can sign in the box at the bottom and confirm the signature.

			This signed document can then be viewed from the Patients correspondence or Patient folder within Pearl. Patients may also view this document from their Portal login.
			[[File:PR form with frame.mp4\|left\|thumb]]



			==== <u><big>Private Treatment Plans</big></u> ====
			A Patients treatment plan can be sent to the Portal to sign, including any terms and conditions you may have on this document. Once the Patient is happy with the details they have provided, they can sign in the box at the bottom and confirm the signature.

			This signed document can then be viewed from the Patients correspondence or Patient folder within Pearl. Patients may also view this document from their Portal login.
			[[File:Treatment plan with frame.mp4\|left\|thumb]]

Charlie Garner: /* Covid-19 Assessment */

2023-01-18T16:24:07Z

Covid-19 Assessment

← Older revision		Revision as of 16:24, 18 January 2023
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	[[File:Covid assessment with frame.mp4\|thumb\|left]]		[[File:Covid assessment with frame.mp4\|thumb\|left]]
	__NOTOC__		__NOTOC__









			[[:File:Covid assessment with frame.mp4\|File:Covid assessment with frame.mp4]]

Charlie Garner: /* Parent/Guardian Information */

2023-01-18T16:21:45Z

Parent/Guardian Information

← Older revision		Revision as of 16:21, 18 January 2023
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	==== <u><big>Covid-19 Assessment</big></u> ====		==== <u><big>Covid-19 Assessment</big></u> ====
	The COVID-19 assessment questions are matched to what is currently asked in Pearl. Any answers that have been marked to trigger a warning will show on Pearl when loading that Patient record. When a COVID-19 assessment is complete, it is recorded in Pearl with the date and time.		The COVID-19 assessment questions are matched to what is currently asked in Pearl. Any answers that have been marked to trigger a warning will show on Pearl when loading that Patient record. When a COVID-19 assessment is complete, it is recorded in Pearl with the date and time.
	[[File:Covid assessment with frame.mp4\|thumb]]		[[File:Covid assessment with frame.mp4\|thumb\|left]]
	__NOTOC__		__NOTOC__

Charlie Garner: /* Parent/Guardian Information */

2023-01-18T16:21:22Z

Parent/Guardian Information

← Older revision		Revision as of 16:21, 18 January 2023
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	[[File:Patient info update with frame.mp4]]		[[File:Patient info update with frame.mp4]]

			==== <u><big>Covid-19 Assessment</big></u> ====
			The COVID-19 assessment questions are matched to what is currently asked in Pearl. Any answers that have been marked to trigger a warning will show on Pearl when loading that Patient record. When a COVID-19 assessment is complete, it is recorded in Pearl with the date and time.
			[[File:Covid assessment with frame.mp4\|thumb]]
	__NOTOC__		__NOTOC__

Charlie Garner at 10:56, 18 January 2023

2023-01-18T10:56:21Z

← Older revision		Revision as of 10:56, 18 January 2023
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	[[File:Patient info update with frame.mp4]]		[[File:Patient info update with frame.mp4]]

			__NOTOC__

Charlie Garner: /* Logging into Pearl Portal */

2023-01-18T10:53:55Z

Logging into Pearl Portal

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 === <u><big>Sending The Patient The Portal Link</big></u> ===
 This can be done through multiple different ways. You can choose to add the link into [https://help.pearldentalsoftware.com/w/Templates#Email_Templates Email templates] or [https://help.pearldentalsoftware.com/w/Templates#SMS_Templates SMS templates]
 == What Does The Patient Need To Do? ==
 === <u><big>Logging into Pearl Portal</big></u> ===