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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 | == What does the patient need to do? == | ||
=== <big><u>Setting | === <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 | === <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 | === <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 | === <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 | == 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 | === <u><big>Information the patient can fill out</big></u> === | ||
==== <u><big>Patient Details</big></u> ==== | ==== <u><big>Patient Details</big></u> ==== | ||