Understanding the Noterro Navigation Bar

The navigation bar in Noterro is your gateway to exploring its features and functionalities. Let's delve into each header and its purpose.

Desktop Headers

The desktop navigation bar displays headers from left to right. Note that certain icons are exclusive to the account Administrator.

• Home: The Home page offers a daily snapshot of your appointments and outstanding tasks, such as incomplete forms and unpaid invoices.
• Calendar: Widely used by Administrators and Practitioners to manage appointments, apply filters, and oversee various schedules.
• Patients/Clients: Manage labels, add patients, and filter clients based on alphabetical order.
• Billing: Centralized location for all billing tasks including transactions, invoices, and insurer payments.
• Reports (admin only): Access and export all report types, compatible with software like QuickBooks and Xero.
• Search Bar: Locate patient details, invoices, and more with ease.
• Plus Icon (Add new): Add patients, invoices, and payment methods efficiently.
• Setup: Initial account setup and customization to fit your clinic's needs.
• Ask Lucy: Get instant answers from the Noterro database through a virtual assistant.
• Question Mark Icon (Help Center): Search for resources and tutorials whenever you need support.
• Bell Icon (In-app Notifications): View all application messages directly within Noterro.
• Gear Icon (Clinic Settings: admin only): Manage clinic details and configurations.
• Initials or Profile Photo (Personal Settings): Access profile and security settings, switch roles or clinics.

Important Note: The subscribe button is located in the banner, exclusively accessible by the admin.

Mobile Icons

On mobile devices, the navigation includes a split format with some icons on top and others on the bottom. Icons specific to the account Administrator are noted.

Top Mobile Icons

• Add New
• Search Bar
• Help
• In-app Notifications
• Settings (admin only)
• Personal Settings

Bottom Mobile Icons

• Dashboard
• Calendar
• Patients/Clients
• Billing
• Reports (admin only)
• Subscribe (admin only during the free trial)
• Home

Feature Descriptions

Home: A central hub displaying appointments and pending tasks.

Calendar: Manage your daily, weekly, or monthly schedule including appointments and classes.

Patients: Streamline patient management and sorting.

Billing: Comprehensive handling of financial procedures and records.

Reports: Generate and export reports essential for operations and compliance.

Search Bar: Quickly locate pertinent details within your Noterro setup.

Add New: Facilitates the addition of new client-related entries.

Setup: Guide you through personalizing your start-up experience.

Ask Lucy: Access help for navigating appointments and clinical tasks.

Subscribe: Transition from free trial to an ongoing paid subscription here.

Help: Direct path to the Help Center and educational content.

In-App Notifications: Stay informed with the latest updates and alerts.

Settings: Personalize clinic settings, located exclusively for admin users.

Personal Settings: Manage individual roles, security, and profile preferences.