The PEARL module is a reporting module that presents data in a way that
is simple and easy to use.
Daily
MonitorsUse the Daily Monitors
to view Schedule Totals, Procedure Monitors, Daysheet Monitors, Payment
Totals or Accounts Receivable. For more information, see Viewing
Daily Monitors.
Office
ExpertUse the Office Expert
to view financial data, treatment information, scheduling summaries,
word processing, and insurance claim status. For more information,
see Viewing the Office Expert.
To configure the Office Expert in OrthoTrac, see Setting
Up Office Expert.
ScheduleUse
the Schedule to view appointment information. You can see an overview
of the month and the day, or a list of scheduled patients with specific
appointment information. For more information, see Viewing
the Schedule.
Call
ListUse the Call List to
view the contact status of scheduled patients. The icon to the left
of the patient's name indicates whether the caller got no answer,
encountered a busy signal, left a message on the patient's answering
machine, or spoke to the patient. For more information, see Viewing
the Call List.
ReferralsUse
Referrals to view the top ten outside referring doctors based on the
number of referrals received, the amount of contracts generated, the
amount of payments made, and the amount of charges produced. For more
information, see Viewing Referrals.
PatientsUse
Patients to search for a specific patient and view demographic information,
family details, referring doctors, treatment card data, and associated
images. For more information, see Viewing
Patients.