Adding A Patinet

1) Click the add a new patient icon in the top left from the diary

Adding a patient .png

2) Here is the very minimum information you will need to produce to create a patient in Pearl

Adding a patient 2.png

3) Once populated the minimum information, click save new patient in the bottom right. This will then navigate you to the new patient record.

Minimum information editor

You can edit what minimum information the practice has to ask1) Navigate to Settings -> Practice Settings

 


2) From here you can turn on a few settings relating to adding a patient

- New Patient Source Required: Ask the patient how they got referred to the practice

- Dentist required: Assign the patient a default dentist

- New Patient Mobile Required: Ask the patient for their mobile number

- New Patient Email Required: Ask the patient for their email address

- New Patient Ortho Details: