Navigating the Header Icons for Desktop & Mobile

The navigation bar icons are the gateways to Noterro's features and functionalities. Below, we'll explore each icon and its intended purpose. 

Desktop Icons 

These icons displayed across a desktop's top navigation bar go from left to right. Please note the three specific icons below that are only visible to the account Administrator. 

1. Dashboard 
2. Calendar 
3. Patients/Clients
4. Billing 
5. Reports (admin only)
6. Add New 
7. Search Bar
8. Subscribe (admin only during the free trial)
9. Help
10. In-app Notifications 
11. Settings (admin only)
12. Personal Settings

Mobile Icons 

When you're on a mobile device, half of these icons will be displayed across the top, with the remaining at the bottom of your screen—going from left to right. Again, please note the three icons are only visible to the account Administrator.

Top Mobile Icons

1. Add New
2. Search Bar
3. Help
4. In-app Notifications 
5. Settings (admin only)
6. Personal Settings

Bottom Mobile Icons

1. Dashboard 
2. Calendar 
3. Patients/Clients
4. Billing 
5. Reports (admin only)
6. Subscribe (admin only during the free trial)

Dashboard

Think of the dashboard as a daily snapshot. It showcases upcoming daily appointments and any actions needed for outstanding items such as incomplete forms, pending registrations, unpaid membership invoices, and draft clinical notes that require finalizing.

Calendar

This popular view is typically where most Administrators and Practitioners work from. It provides the ability to manage appointments, classes, breaks and waitlists. You can apply various calendar filters to focus on specified time ranges in each practitioner's calendar. 

Patients

This section is where you can add and manage labels and patients and filter patients based on the first letter of their last name. 

Billing

This area is the go-to place for all your billing-related needs, including viewing transactions and adding invoices. The billing section also allows adding packages and memberships to a patient profile and managing insurer payments. 

Reports

This section outlines all the in-app report types readily available for the account administrator. In this view, you can export invoices to external accounting software tools like QuickBooks and Xero.

Add New

This functionality allows you to add new patients, packages, memberships, invoices, and various payment methods to invoices.  

Search Bar

The search bar feature is self-explanatory. It's where you find patient details, invoices, payments and labels. 

Subscribe 

This is where the account administrator turns the free trial into a recurring monthly paid Noterro subscription. After that, this icon is no longer visible.

Help

The help icon is your handy support resource locater. Whenever you're feeling stuck and looking for support, pop in here. You'll notice a search bar connecting to our Help Centre and other resources, including video tutorials.

In-App Notifications

The name of this feature says it all. The notification area is where you can view all your in-app messages—such as form completion notifications—directly within the application. 

Settings 

The Settings feature is where the account administrator manages your clinic's base setup details, including billing, calendar, insurance, the web portal & app, form templates, packages, memberships, integrations, and changes to your Noterro subscription. Also, the Gear Icon/settings is only visible to the Admin account. 

Personal Settings 

Personal Settings allows you to switch between clinics and roles (i.e. Admin vs. Practitioner). It enables you to manage your profile, general settings, password, and photo changes. You can also set up the recommended two-factor authentication, manage your automatic log-out criteria, set notification preferences, and view your connection to Telus eClaims if you operate in Canada.

If you have any questions or need support, contact support@noterro.com