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Pearl Portal: Difference between revisions
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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? == | |||
=== <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. | ||
Simply all you need to do is fill out the [https://forms.office.com/pages/responsepage.aspx?id=IDJs9TP5L0G_-Ytx2XXZs6JEusSfWChCl0ys55HYosJUNFZaOFBOMjc1MTVLUTZFR1ZYNjdVS0dJSCQlQCN0PWcu Pearl Portal Request Form] | |||
=== <u> | Then one of our team will give you a call once its ready to use. | ||
When you | |||
=== <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. | |||
Pearl will confirm you have requested the patient to complete documents. | Pearl will confirm you have requested the patient to complete documents. | ||
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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> === | |||
This can be done through multiple different ways. You can choose to add the link into [[Email Templates|Email templates]] or [[SMS Templates|SMS templates]] | |||
== What Does The Patient Need To Do? == | |||
=== <u><big>Logging into Pearl Portal</big></u> === | |||