When someone books for the first time online, they must set up a user account. A portal user account allows someone to log in, book online and manage their appointments. However, sometimes users will need the ability to allow family members (e.g. a Guardian or Parent) to manage appointments on their behalf (e.g. a Dependent or Child). User Accounts will allow you to do this.
Existing Patients in your clinic have Patient profiles. When an existing Patient books online for the first time and creates a portal user account, they appear on your dashboard under New Portal Accounts Registrations. It's important to merge them with an existing Patient profile. If you don't, you will have duplicate Patient profiles.
- Log in as the Admin or Practitioner.
- Click Patients in the main navigation.
- Click on the Patient's name for who you wish to invite users to manage appointments.
- Click on Portal Accounts.
- Click the Add User.
- Add Email.
- The intended recipient will receive an email to create a new account or log in to an existing account to accept the invitation to create that connection.
- Click on the Black Triangle to either Resend the invitation, send Link directly from your email, or Delete the invitation.
Important Note: Sometimes, merging a new user account with an existing Patient profile is essential. Not merging similar profiles will often result in duplicate profiles. Remember that Patients cannot book appointments online without creating an account. However, if they prefer to avoid making an account online, the clinic can add them and book appointments manually in Noterro instead.
Comments
5 comments
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)
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
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?
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
My client is saying that my calendar looks booked after January 15th. She thought I blocked for vacation. Why can't they make appointments after?
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