Managing Practitioner's Charting Settings

Manage your charting settings in Noterro with these comprehensive tools.

Select Default Note Template

Choose your go-to Clinical Note Template for efficient documentation.

1. Log in as a Practitioner.
2. Click your Profile Picture or Initials in the top right header.
3. Click on Charting.
4. Scroll to the Default Clinical Note section.
5. Click on the drop-down menu and select your default Clinical Note Template.
6. Click Save.

Important Note: Your default clinical note template is the one you will use most often. You can always choose other templates when adding clinical notes. If your clinic only has one clinical note template, selection won't be available.

Managing Clinical Note Privacy Settings

Configure privacy settings for clinical notes to determine who can access them. Admins always have access, regardless of settings. Privacy settings apply only to newly created notes.

• All Staff: Share the note with the clinic's staff, including Assistants.
• All Practitioners: Share the note with all Practitioners in the clinic.
• Author Only: Only the Practitioner listed on the note can access it.

1. Log in as a Practitioner.
2. Click your Profile Picture or Initials in the top right header.
3. Click on Charting.
4. Scroll to the Clinical Note Access section.
5. Select the Privacy Setting.

Important Note: You can always change the privacy of notes you can access.

Snippets

Streamline your note-taking process with Noterro Snippets by creating shortcuts for frequently used text.

1. Log in as a Practitioner.
2. Click your Profile Picture or Initials in the top right header.
3. Click on Charting.
4. Scroll to the Snippets section.
5. Click on Add New.
6. Add a Shortcut.
7. Add Content.
8. Click Save or Save & Add More.

Example: Neck Treatment

Adding Other Practitioner's Snippets Associated with Your Clinic

Incorporate snippets from your colleagues to enhance collaboration.

1. Log in as a Practitioner.
2. Click your Profile Picture or Initials in the top right header.
3. Click on Charting.
4. Scroll to the Snippets section.
5. Click Add New.
6. Choose either Noterro Snippets or a Practitioner's snippets.
7. Click on the "+" to add one at a time or Add All.

Using the Snippet in a Clinical Note

Utilize snippets efficiently within your Clinical Notes.

1. Add a Clinical Note.
2. In the text field, click the forward slash key "/", start typing the shortcut, and then select your Snippet.