Creating a Test Patient Account in Noterro

Creating a sample Patient account in Noterro is useful for testing and understanding how different features work before using them with actual clients in a live clinic setting. It allows you to familiarize yourself with the system, verify how information appears, and test workflows like appointment bookings. To create a sample Patient account for testing purposes, follow these steps:

Create a Sample Patient Account

1. Log in as the Admin.
2. Click on Patients in the top left header.
3. Click Add Patient.
4. Enter the necessary information for your sample Patient.
5. Optionally, if you've entered an email address, you can send an invite, giving that account access to the Patient Portal.
6. Click Add Patient.

By creating a sample Patient account, you can ensure a smooth workflow and spot potential issues before engaging with real clients in your clinic.