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Help Center
Help Center
Help on how to get started, get going, and get the most out of the Pearl Platform
E
By Ben and 2 others
3 authors
25 articles
Welcome
Overview
Getting Started
Navigating the Application
Getting help
User Management
Inviting New Users
User Roles and Permissions
Data Permissions
Deleting or Editing Users
Troubleshooting Adding New Users
Setting up your Payment Method
What You Need to Set Up Your Payment Method
Adding Your Bank Account via Plaid
Change Your Bank Account Information
Questions about Payment Information
User Account Security
Why is PIN authentication required?
When do I need a 6 digit PIN for passwords?
How long is the PIN valid for?
What if a primary admin forgets their password?
What if I forget my password (and I'm not a Primary Admin)?
Platform Features
Total Medical Expenditure (TME)
What is Patient View?
What information is included in Patient View?
How and when should we use Patient View?
Who are the primary users for Patient View?
How should I think about Patient View vs. my EMR?
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