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:
- Log in as the Admin.
- Click on the Patients icon in the main navigation.
- Click Add Patient.
- Enter the necessary information for your sample Patient.
- Optionally, if you've entered an email address, you can send an invite, giving that account access the account to the Patient Portal.
- Click Add Patient.
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