Managing Profile Information

In Noterro, you can have many different profiles, such as Admin, Practitioner, and Assistant. Noterro provides the necessary tools to manage your profile settings. It's important to note that you can not add additional admins or have multiple admins. As a Practitioner, you have additional settings to set up. Let's explore each of these actions in detail.

Switching Between Roles and Clinics

In the world of clinic management, you may be in a situation where you will be managing multiple roles across different clinics. By learning how to switch between ‌roles and clinics, you can work effectively in caring for your clients.

1. Log in.

2. Go to your Initials or Profile Picture on the top right next to the Gear icon.

3. Click on Switch to change Roles (e.g. Admin, Practitioner, Assistant) or Clinics if your user account has multiple clinic associations.

Important Note: Only Practitioners can edit their name, email address, profile photo, and signature. Practitioner profiles are currently not integrated with LinkedIn.

Manage General Information

You can configure your name, email address with which you log in, photo, signature, password and auto-login.

1. Log in as an Admin, Practitioner or Assistant.
2. Click on either your Photo or Initials in the top-right header.
3. Click on Profile.
4. In the General section
5. Click Edit to update your name, email, and password and set your auto-login.
6. Update Settings.
7. Click Save.

Important Note: When you set your auto-login, you will not be required to select which role to log in to. 

Manage Two-Factor Authentication

When you log in, you provide an email address and password. This is one "factor" in authenticating who you are. Two-factor authentication, often a phone, uses a second factor to confirm your identity. By utilizing Two-Factor Authentication, someone needs your password and phone to access your account. Let's explore how you set up Two-Factor Authentication:

1. Log in as an Admin, Practitioner or Assistant.
2. Click on either your Photo or Initials in the top-right header.
3. Click on Profile.
4. Scroll to the Two-Factor Authentication section.
5. Click on Setup.
6. Download the Google Authenticator app to your smartphone.
7. Scan the QR code with the Google Authenticator. 
8. Enter the 6-digit verification code from your phone.
9. Click on Enable Two-Factor Authentication.

Important Note: After you scan the QR code, a series of Backup Codes will be displayed. You can use these one-time backup codes if you lose your phone or cannot access your Two-Factor codes. Please print or write these codes down because you cannot view them again.

Logging in with Two-Factor Authentication:

1. Log in as an Admin, Practitioner or Assistant.
2. Obtain your Two-Factor code from Google Authenticator (keep in mind that the code expires every 30 seconds).
3. Enter your Two-Factor code and verify.

Important Note: While two-factor authentication is enabled, you will be prompted to enter your time-sensitive code displayed in your Google Authenticator app each time you log in. 

Manage Auto-Logout

You can set your account to log you out automatically after a period of inactivity.

1. Log in as an Admin, Practitioner, or Assistant.
2. Click on either your Photo or Initials in the top right header.
3. Click on Profile.
4. Scroll to the Auto Logout section.
5. Select the Auto Logout Time.
6. Click Save.

Notification Preferences

You can turn on or off In-App, Email or SMS Notifications you receive. The three types of notification are In-App, Email, and SMS. In-app notifications are visible when you click the Bell icon in the top right header. Email notifications will be sent to the email saved in the General section of your Profile. Text message notifications will be sent to the phone number provided.

1. Log in as an Admin, Practitioner or Assistant.
2. Click on either your Photo or Initials in the top-right header.
3. Click on Profile.
4. Scroll to the Notification Preferences section.
5. Uncheck the Notifications you do not want to receive.

TELUS Health Connection (Canadian Only)

If the Admin has configured their TELUS Health account with Noterro, you can update or add your TELUS Health connection. When your account is connected, you can submit claims through Noterro.

1. Log in as an Admin, Practitioner or Assistant.
2. Click on either your Photo or Initials in the top-right header.
3. Click on Profile.
4. Scroll to the TELUS eClaims section.
5. Click on Connect or the Three Dot drop-down menu to Edit or Delete your connection.
6. For Admin and Assistant: Add or update your Name, Username and Password if you are the Admin or Assistant. 
7. For Practitioners: Add or update your Name, Role, Issuer, License Number, Username and Password.
8. Click Save.

HCFA-1500 Claim Information (American Only)

1. Log in as Practitioner.
2. Click on either your Photo or Initials in the top right header.
3. Click on Profile.
4. Scroll to the HCFA-1500 Claim Information section.
5. Enter the appropriate information, such as the Rendering Provider NPI Number, Rendering Provider Type, Rendering Provider ID, Rendering Provider Tax Type, and Rendering Provider Tax Number.

Important Note: By effectively managing your profile information in Noterro, you can ensure security compliance so your account will integrate seamlessly. If you have any questions or need further assistance, our support team is always here to help.

Managing your Practitioner Signature

You can add your signature to your Practitioner profile. When you set this up, your signature will be included in your invoices and clinical notes. Follow the steps below to set up your signature.

1. Log in as a Practitioner.
2. Click on either your Photo or Initials in the top right header.
3. Click on Profile.
4. Under General Information is the Signature Pad.
5. Click Add Signature or Edit Signature.
6. Draw your Signature
7. and press Save.

Managing your Practitioner Profile Photo 

You can add and change your profile picture by following these steps:

1. Log in as a Practitioner.
2. Click on either your Photo or Initials in the top right header.
3. Click on Profile.
4. Click the Photo icon under General.
5. Click Upload Photo.
6. Select and Upload your photo.

Adding Professional Identification Numbers 

As a Practitioner, you can add or edit one or more Professional Identification (ID) Numbers. Professional ID Numbers will appear on your receipts and finalized notes. Professional IDs can be used for a variety of different numbers. Some examples are licence numbers, National Provider Identifiers (NPI) or certificate numbers. To add a professional ID number, follow these steps:

1. Log in as a Practitioner.
2. Click on either your Photo or Initials in the top right header.
3. Click on Profile.
4. Scroll to the Professional ID Number section.
5. Click on the Professional ID Numbers. 
6. Click Add New.
7. Add a Label and enter your Professional Identification Number 
8. Click Save

Important Note: To remove a professional ID number, click on "Delete" to the right of the number. It will not be reflected on any new invoices created. Also, if you update your signature, it will not impact your previously created invoices.

Managing Practitioner Taxes

If Practitioners at your clinic bill under their tax number, they can enable Taxes within their account. Once the Admin has created Clinic Taxes, Practitioners can enable these taxes. This would be in the scenario where the Practitioner charges a tax under their tax number rather than the clinic's tax number.

1. Ensure the Admin has created a Clinic Tax.
2. Log in as a Practitioner
3. Click the Gear icon (top right header)
4. Click on Profile
5. Scroll to the Practitioner Tax Section 
6. Click Add Tax Number.
7. Check the box I want to use my own tax number.
8. Enter the Practitioner’s tax number.
9. Click Save.

Important Note: When a Practitioner has a tax enabled, it will become available on Invoice Items. The Practitioner’s tax number will be used if they are the provider of the service item on the invoice. If no Practitioner is listed, the clinic's tax number will be used.