Update: Version 4.27.1.0

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November Update.png
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!

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.
Treatment Categories - Item Category.png
Alternate Charting - Item Category.png

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.

Merge Fields - list of grouped merge fields.png

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
Planned Appointment - Book in or after menu.png

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.

Prescriptions - Prescriptions Report.png

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.

Patient - Merge Patient.png

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!

Orthodontic Assessment - send assessment to Portal and PearlPad.png

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