Patient/Client User Accounts for Online Booking

User accounts allow people to login in online and manage their appointments. Sometimes you need the ability to allow family members (dad) to manage appointments on behalf of another family member (son). User Accounts will allow you do do this. 

When someone new books the first time online they are required to set up a user account.  A user account allows someone to book online.  

The existing clients in your clinic have patient/client profiles.  When an existing patient/client books online for the first time and creates a user account they will show up on your dashboard under Online Patient/Client Registrations.  It is important to merge them with an existing client profile.  If you do not, you will have duplicate client profiles.

  1. Login in Admin.
  2. Click on the name of the Patient that you want to invite Users to manage that Patient's appointments.
  3. Click on Users.
  4. Click on Invite User.
  5. Add Email.
  6. For added security click on Require a Verification Code (Not Mandatory). This requires the patient to enter a verification code to connect their user account which will validate them as the intended recipient.  They will need to contact the clinic for that Verification Code. 
  7. The intended recipient will receive an email to create a new account or login into an existing account to accept the invitation to create that connection.
  8. Click on the Black Triangle to Resend the invitation, get the Link and send it directly from your email, or Delete the association.

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4 Comments

  • 0
    Avatar
    Alana Goertzen

    Is there a way for the user account to select who the appointment is for from multiple options? (Ex: Mother and young child are both patients, the mother's email address it the user account for both herself and her child. Sometimes the user account/email address login needs to schedule an appointment for mom, sometimes the same user account needs to schedule an appointment for the child)

  • 0
    Avatar
    Nick

    Alana,

    If mother is listed as a user on her son's profile in Noterro, when she logs in for booking, she will be given an option of who she wants to book for.

    Thanks

     

  • 0
    Avatar
    Nathalie Lalumiere

    Hi, right now I'm just using the software for invoicing and soap notes. I Would like to invite my clients to use the online calendar I just created. Do I have to invite individual clients or can I have a mass invite? 

  • 0
    Avatar
    Nick

    Nathalie,

    You could use the Bulk User Invite, but sometimes this is confusing because they do not know why they are creating a user (a user account is necessary to book online).

    You could also send them to you booking page.  They will be prompted to create a user account when they book for the first time.  They will show up on your dashboard under Online Booking Registrations, and because they already have a profile in your clinic, you will merge them with the existing profile.

    Thanks

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