Managing Assistants

Efficiently manage your team of Assistants within Noterro, without any added costs, by adding, editing, disabling, or deleting them as needed. Here's a detailed guide on managing your Assistants.

Adding Assistants

Follow these steps to add a new Assistant to your team:

1. Log in as the Admin.
2. Click on the Gear Icon (top right header).
3. Select Base Setup.
4. Scroll to the Assistant section.
5. Click the Add New button on the right side of the Assistants section.
6. Enter the Assistant's Email address.
7. Enter the Assistant’s First and Last Name.
8. Select the appropriate Permissions for the Assistant.
9. Click Save.

Important Note: When an Assistant is added, they'll receive an email link to join, active for 2 hours. If the Assistant doesn't click it within this timeframe, you’ll need to email a reset password link.

Editing Assistants

To make changes to an Assistant's information, follow these steps:

1. Log in as the Admin.
2. Click on the Gear Icon (top right header).
3. Select Base Setup.
4. Scroll to the Assistant section.
5. Locate the specific assistant, click on the Three Dots next to their name, and select Edit.
6. Update the Permissions of the assistant.
7. Click Save.

Important Note: Assistant changes such as photo, name, or email can't be edited by the Admin. Assistants must update these in their own account.

Disabling Assistants

Temporarily remove an Assistant’s access by following these steps:

1. Log in as the Admin.
2. Click on the Gear Icon (top right header).
3. Select Base Setup.
4. Scroll to the Assistant section.
5. Locate the specific assistant, click on the Three Dots, and select Disable.

Important Note: Disabled assistants can be shown by clicking on Show Disabled Assistants.

Enabling Assistants

To reinstate a previously disabled Assistant, follow these steps:

1. Log in as the Admin.
2. Click on the Gear Icon (top right header).
3. Select Base Setup.
4. Scroll to the Assistant section.
5. Click on Show Disabled Assistants.
6. Locate the assistant to enable, click on the Three Dots, and select Enable.

Deleting Assistants

If you’re sure about permanently removing an Assistant, proceed cautiously with these steps:

1. Log in as the Admin.
2. Click on the Gear Icon (top right header).
3. Select Base Setup.
4. Scroll to the Assistant section.
5. Locate the specific assistant, click on the Three Dots, and select Delete.
6. When prompted, type “I Understand”.
7. Click Permanently Delete.

Important Note: Deleting an Assistant permanently removes their data. Ensure you back up important information before deletion.

Assistant Permissions

Set various assistant-level permissions, including:

• Edit Patient details
• View Patient email address
• View Patient phone number
• View clinic reports
• View the clinic billing page
• Manage billing & insurance
• Manage others' calendars

Setting the Assistant's Permissions

To change or restrict an Assistant's access:

1. Log in as the Admin.
2. Click on the Gear Icon (top right header).
3. Select Base Setup.
4. Scroll to the Assistant section.
5. Click on the Three Dots next to the assistant's name, then select Edit.
6. Adjust the assistant's Permissions as needed.
7. Click Save.

Important Note: Assistants cannot access Admin settings—each clinic only has one Admin user. By adeptly managing Assistants in Noterro, you ensure seamless teamwork and effective workflows.

https://app.noterro.com/forgot-password Reset Password Link