Medical History

Customising Medical Warnings

1) Go to Settings -> Medical Warnings

2) Here you will see all of your Medical warning questions. You can hide, edit and delete them from this page.

3) Click the green plus in the bottom right, this will allow you to add a Medical Warnings question into Pearl.

How to Complete Medical Histories

Patient Portal

1) When booking an appointment, click the PearlPortal button on the bottom right of the adding an appointment window.

2) Request Medical History to be completed. By clicking the Medical History tick box, then click send patients to PearlPortal

This will send a request a request to the patient's account, saying that their practice has asked for them to complete their medical history.

3) The patient would then be sent the link to the practices portal, they would sign in with the details shown below

4) There will be outstanding tasks for the patient to complete, they will need to click complete tasks and complete medical history.

5) The patient will then go through and answer the questions that have been set by the practice.

Once the patient has completed and signed their medical history. It will automatically populate itself into Pearl.

PearlPad (Tablet Mode)

1) When booking an appointment, click the PearlPad button on the bottom of the adding an appointment window.

2) Request Medical History to be completed. By clicking the Medical History tick box, then click send patients to PearlPad.

This will then send the patients' request to the PearlPad inbox

3) Click the patient from the inbox. Then click Select Documents To Sign

4) Click start signing, the Tablet will then ask you to hand the tablet over to the patient to start signing

Once the patient has completed and signed their medical history. It will automatically populate itself into Pearl.

In Pearl

1) On the patient record click the medical history button.

This button will be red if the medical history either hasn't ever updated their medical history or they haven't updated their medical history in some time

2) Click the line in which you would like to populate a response from the patient.

3) Click the supporting notes column to add a but more information

4) There is a section to add additional medical notes in at the bottom. Click the