Pearl Portal: Difference between revisions

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5 bytes added ,  15:48, 19 April 2023
stuff x2
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- Postcode
- 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).
If the patient cannot access the Portal please check the information input 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]]
[[File:Portal.png]]
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==== <u><big>Patient Details</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.
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]]
[[File:Patient info update with frame.mp4]]
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==== <big><u>PR Form</u></big> ====
==== <big><u>NHS FP17PR Form</u></big> ====
The PR form is a signable agreement to show if the patient is exempt from any charges or a reduced charge for their treatment. Please ensure supporting details are provided where necessary. Once the Patient is happy with the details they have provided, they can sign in the box at the bottom and confirm the signature.
The PR form is a signable agreement to show if the patient is exempt from any charges or a reduced charge for their treatment. Please ensure supporting details are provided where necessary. Once the Patient is happy with the details they have provided, they can sign in the box at the bottom and confirm the signature.


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==== <u><big>Private Treatment Plans</big></u> ====
==== <u><big>Private Treatment Plans</big></u> ====
A Patients treatment plan can be sent to the Portal to sign, including any terms and conditions you may have on this document. Once the Patient is happy with the details they have provided, they can sign in the box at the bottom and confirm the signature.
A patient's treatment plan can be sent to the Portal to sign, including any terms and conditions you may have on this document. Once the Patient is happy with the details they have provided, they can sign in the box at the bottom and confirm the signature.


This signed document can then be viewed from the Patients correspondence or Patient folder within Pearl. Patients may also view this document from their Portal login.
This signed document can then be viewed from the Patient's correspondence or Patient folder within Pearl. Patients may also view this document from their Portal login.
[[File:Treatment plan with frame.mp4|thumb|none]]
[[File:Treatment plan with frame.mp4|thumb|none]]

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