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Pearl Portal: Difference between revisions
→Logging into Pearl Portal
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=== <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> === | ||
Once the patient has received the link, all they have to do is fill out the following: | |||
- Surname | |||
- Date of birth | |||
- 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). | |||
[[File:Portal.png]] | |||
=== <u><big>Verification</big></u> === | |||
If it’s their first time using the Portal, patients will need to input a one-time verification code sent to their registered mobile number. Once they have logged in, they may setup a password for future logins. | |||
If the patient has forgotten their password, they can use the Send SMS button to login via the one time access code, then change their password in Account Settings. | |||
[[File:Portal6.png]] | |||
=== <big><u>Parent/Guardian Information</u></big> === | |||
If the patient requires a parent/ guardian to complete their Portal request, then their parent / guardian can access this on behalf of the patient, otherwise the patient can continue to the next screen. | |||
Family members and a default recorded parent / guardian record will automatically be listed and they can add additional details manually. This will be recorded on any documents or changes made on the Correspondence Tab in Pearl. | |||
[[File:Portal7.png]] | |||
=== <u><big>Information The Patient Can Fill Out</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. | |||
[[File:Patient info update with frame.mp4]] | |||