Update: Version 4.27.1.0 - Revision history

Charlie Garner at 09:56, 19 January 2023

2023-01-19T09:56:47Z

← Older revision		Revision as of 09:56, 19 January 2023
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	{{DEFAULTSORT:4.27.1.0 October 2022 }}		{{DEFAULTSORT:4.27.1.0 October 2022 }}
	<center>Pearl is giving you pumpkin to talk [[about]]! Custom treatment item categories, grouping the template merge fields, add prescription numbers and a merge duplicate patient tool!		<center>[[File:November Update.png\|center]]Pearl is giving you pumpkin to talk [[about]]! Custom treatment item categories, grouping the template merge fields, add prescription numbers and a merge duplicate patient tool!
	There are also plenty of smaller creepy crawlies!		There are also plenty of smaller creepy crawlies!
	</center>		</center>
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	By default, we merge:		By default, we merge:

	* Appointments (including all appointments and planned appointments)		* Appointments (including all appointments and [[Planned Appointments\|planned appointments]])
	* Clinical notes		* Clinical notes
	* Transactions (including any payment plans)		* Transactions (including any payment plans)

Charlie Garner at 09:54, 19 January 2023

2023-01-19T09:54:21Z

← Older revision		Revision as of 09:54, 19 January 2023
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	{{DISPLAYTITLE:Update: Version 4.27.1.0}}		{{DISPLAYTITLE:Update: Version 4.27.1.0 October 2022}}

	{{DEFAULTSORT:~~Version_4~~.27.1.0}}		{{DEFAULTSORT:4.27.1.0 October 2022 }}
	<center>Pearl is giving you pumpkin to talk [[about]]! Custom treatment item categories, grouping the template merge fields, add prescription numbers and a merge duplicate patient tool!		<center>Pearl is giving you pumpkin to talk [[about]]! Custom treatment item categories, grouping the template merge fields, add prescription numbers and a merge duplicate patient tool!
	There are also plenty of smaller creepy crawlies!		There are also plenty of smaller creepy crawlies!
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	* Reactivating a Patient record will no longer show the additional info box. You can also set additional information for all options.		* Reactivating a Patient record will no longer show the additional info box. You can also set additional information for all options.
	* No longer showing "Send to FP17DCO to Portal/Pearl Pad" options for Private Practices		* No longer showing "Send to FP17DCO to Portal/Pearl Pad" options for Private Practices
	* Now shows overdue Medical History on appointment tooltip		* Now shows overdue [[Medical History]] on appointment tooltip
	* Note searching now can hide the note content for just a list of patients		* Note searching now can hide the note content for just a list of patients
	* FTA Manager now has a go to patient and view appointment history button		* FTA Manager now has a go to patient and view appointment history button

Taylor Southorn: Created page with "{{DISPLAYTITLE:Update: Version 4.27.1.0}} {{DEFAULTSORT:Version_4.27.1.0}} Pearl is giving you pumpkin to talk about! Custom treatment item categories, grouping the template merge fields, add prescription numbers and a merge duplicate patient tool! There are also plenty of smaller creepy crawlies! TOC ==Custom Treatment Item Categories== We have added an option to add your own Treatment item categories. Whether it's a treatment or a defect, crea..."

2022-10-31T12:10:11Z

Created page with "{{DISPLAYTITLE:Update: Version 4.27.1.0}} {{DEFAULTSORT:Version_4.27.1.0}} <center>Pearl is giving you pumpkin to talk about! Custom treatment item categories, grouping the template merge fields, add prescription numbers and a merge duplicate patient tool! There are also plenty of smaller creepy crawlies! </center> __TOC__ ==Custom Treatment Item Categories== We have added an option to add your own Treatment item categories. Whether it's a treatment or a defect, crea..."

New page

{{DISPLAYTITLE:Update: Version 4.27.1.0}}

{{DEFAULTSORT:Version_4.27.1.0}}
<center>Pearl is giving you pumpkin to talk [[about]]! Custom treatment item categories, grouping the template merge fields, add prescription numbers and a merge duplicate patient tool!
There are also plenty of smaller creepy crawlies!
</center>

__TOC__

==Custom Treatment Item Categories==
We have added an option to add your own Treatment item categories. Whether it's a treatment or a defect, create your own groups!

This can be created by going to:

* Settings > Treatment Plans > Treatment Categories

* Then go to your individual Items via Settings > Treatment Plans > Treatment Items and select the relevant category.

[[File:Treatment Categories - Item Category.png|center|frameless|534x534px]]
[[File:Alternate Charting - Item Category.png|center|frameless|406x406px]]

==Group Merge Fields==
Making SMS/Email/Letter [[Templates]] or sending Emails or SMS messages will now show organised merge fields that are grouped appropriately. The search has also been improved.
[[File:Merge Fields - list of grouped merge fields.png|center|frameless|686x686px]]

==Custom Booked In/After Drop Down Menu Planned Appointments==
The list of booked before or after time slots can be customised. Have your own personalised options whether its 3 days or 3 months!

* This can be amended by going to Settings > Appointment Setup > Planned Appointment Booking Period Setup

[[File:Planned Appointment - Book in or after menu.png|center|frameless|491x491px]]

== Added Prescription Numbers ==
Prescriptions now can have prescription numbers added to both NHS and Private prescriptions.

Private prescriptions can auto generate a number if needed.

The Report was also changed to show how many prescription items were included on the printout.

[[File:Prescriptions - Prescriptions Report.png|center|frameless|572x572px]]

== Merge Duplicate Patients Tool ==
Have you ever accidently made a ''ghost'' copy of another record? Now you can merge the details together.

On the '''incorrect''' record, deactivate the Patient Record via details > Select Duplicate. Then it will ask you if you would like to merge the record.
[[File:Patient - Merge Patient.png|center|frameless|572x572px]]
Search for the original record, they may also be shown as a possible duplicate record already. Always take note of the Patient ID and take extra care when merging. '''This cannot be undone!'''

By default, we merge:

* Appointments (including all appointments and planned appointments)
* Clinical notes
* Transactions (including any payment plans)

* ''Additionally, patient documents can be selected to merge''

== Send FP17DCO to PearlPad from Ortho Assessment ==
For NHS Orthodontic practices, you can now select the current ortho assessment and send the FP17DCO document straight to either the Pearl Pad or the Patient Portal!
[[File:Orthodontic Assessment - send assessment to Portal and PearlPad.png|center|frameless|362x362px]]

==Other Spooky Goings-on.==

* Reactivating a Patient record will no longer show the additional info box. You can also set additional information for all options.
* No longer showing "Send to FP17DCO to Portal/Pearl Pad" options for Private Practices
* Now shows overdue Medical History on appointment tooltip
* Note searching now can hide the note content for just a list of patients
* FTA Manager now has a go to patient and view appointment history button
* Attention Forms now have a help guide page for each error code response
* Added additional permissions to add adhoc treatment items and amend prices.
* Improvements made to diary performance

[[Category:Updates]]