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Pearl Portal: Difference between revisions

Pearl Portal (view source)

Revision as of 15:45, 19 April 2023

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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.
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!  
Pearl's Patient Portal now allows patients to complete medical histories, sign treatments plans. It also allows patients to check themselves in and view upcoming appointments and much more. All without the need to give the practice a call!  


== What does the patient need to do? ==
== What does the patient need to do? ==
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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]  
All you need to do is fill out the [https://forms.office.com/pages/responsepage.aspx?id=IDJs9TP5L0G_-Ytx2XXZs6JEusSfWChCl0ys55HYosJUNFZaOFBOMjc1MTVLUTZFR1ZYNjdVS0dJSCQlQCN0PWcu Pearl Portal Request Form]  


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 the patient an appointment</big></u> ===
=== <u><big>Patient requirements</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.
Patients are required to have the following details to access the portal:
 
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
- Forename
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- Mobile Number
- Mobile Number
If the patient's details can not be confirmed in pearl they will see the following error, prompting them to contact the practice:
[[File:Patient Verification Failed.png|alt=Verification Failed|left|thumb|468x468px|Verification Failed]]
=== <u><big>Book the patient an appointment</big></u> ===
[[Adding an Appointment|When you add an appointment in Pearl]], Click the Pearl portal button at the bottom right. You can request the specific documents to be signed and then click 'Send Patient(s) To PearlPortal'. You have now requested the patient complete the specified documents.
Pearl will confirm you have requested the patient to complete documents.
Save the appointment


[[File:Portal1.png|522x522px]][[File:Portal2.png|601x601px]][[File:Portal3.png|521x521px]]
[[File:Portal1.png|522x522px]][[File:Portal2.png|601x601px]][[File:Portal3.png|521x521px]]


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 patient's 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 without assistance, these tasks hold their hand through all of the portal's features.


=== <big><u>Patient outstanding requests</u></big> ===
=== <big><u>Patient outstanding requests</u></big> ===
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documents to sign  
documents to sign  
|}
|}
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 documents have been requested or completed.


=== <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. Generally we recommend adding a link to the portal to your reminder [[templates]], which can be done on [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? ==
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