Pearl Voice Getting Started Checklist

Getting Started with Pearl Voice

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Step 1 — Hardware setup

Confirm appropriate microphone setup View Recommendations ↗

Confirm you have an appropriate microphone setup in each operatory where Pearl Voice will be used

Step 2 — Configuration

Set up example notes and providers Article ↗

Create example note templates for common visit types (hygiene, new patient, follow-up, common procedures, etc.)

Add providers who will be using Pearl Voice in your practice

Step 3 — Training

Recommended before your first session. The Pearl Academy overview covers key workflows so you know what to expect when Pearl Voice is live in the operatory.

Watch the Pearl Voice overview videos in Pearl Academy Video ↗

Covers how to record an exam appointment using Pearl Voice

Covers dictation outside of an appointment

Step 4 — Go live

🎙️ Record your first note!

Open Pearl Voice, start a session with a patient, and let Pearl handle the note

Review the generated note and make any edits

Additional resources

Voice FAQs ↗ Contact us ↗