Pearl Portal

What is the Pearl Patient Portal?

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!

What Does The Practice Need To Do?

Setting Up The Portal

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 Pearl Portal Request Form

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

Book The Patient 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.

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

- Surname

- Postcode

- Date of Birth

- Mobile Number

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.

Patient Outstanding Requests

On the Patient Appointment Snapshot the portal will show you multiple icons with different meanings.

Patient has completed all documents requested	Patient still has outstanding documents to sign

When you hover over both icons it will explain what docs have been requested to sign.

Sending The Patient The Portal Link

This can be done through multiple different ways. You can choose to add the link into Email templates or SMS templates