Practitioner Management

Can practitioners add their own bank accounts?

No, Noterro doesn't have a concept of bank accounts.

Can individual practitioners connect their own Square?

No, you are only able to link one Square account.

Can I pay for a part-time seat in Noterro?

Noterro doesn't have a concept of part-time seats.

Can you add a patient in a schedule without a practitioner?

Patients cannot be added to a schedule without an assigned practitioner, as every service requires a practitioner.

Can practitioners add notes in the portal?

No, practitioners cannot add notes in the portal.

Does Noterro notify practitioners about notes needed to be complete?

No, practitioners are not notified about notes that need to be completed.

I was wondering if it is possible to block a client from booking with a certain practitioner?

It is not possible to block a patient from a specific practitioner. Blocking a patient applies to restricting their ability to book appointments online, and this action is not limited to individual practitioners.

Is there a way we can toggle off a practitioner's ability to use Noterro while they are not working?

You can only disable the practitioner from accessing the account, but this will also prevent them from being booked.

How do I view templates as a practitioner?

Practitioners are unable to view templates directly, as the template functionality is only accessible through the Admin account. Only Admins have the ability to manage and view templates.

How can I add a practitioner's biography?

Admins can edit the Practitioner in the Base Settings. There is a Practitioner Bio field, which can contain their bio, which is displayed in the portal.

Does the waitlist notify the practitioner of a wait-list client match?

Noterro does not automatically notify practitioners of a waitlist client match. Notifications are sent to patients to inform them of availability.

Can you schedule different rooms under the same practitioner?

Currently, Noterro does not have a specific feature for scheduling different rooms under the same practitioner. The system is designed to manage appointments by practitioners, and each practitioner represents a unique schedule.

Where can you adjust recovery time there per practitioner?

You can only set a Recovery time for services.

Is there a way to remove the recovery time for just one practitioner?

In Noterro, recovery time settings are typically associated with the services offered rather than individual practitioners. This means that if a service includes a recovery time, it generally applies to all practitioners offering that service. If you need to adjust the recovery time for a specific practitioner

Can I merge practitioners?

Currently, Noterro does not support merging or combining practitioner profiles. Each practitioner profile is managed individually.

How do I add practitioner percentage splits?

Noterro does not have a specific feature for automatically managing practitioner percentage splits within the system. Any revenue sharing or commission arrangements would need to be handled manually or through external accounting processes.

How do I bulk change practitioner time availability?

Currently, Noterro does not support bulk changing of practitioner time availability.

How do I retrieve deleted practitioners?

Once a practitioner is deleted in Noterro, their profile and associated data cannot be retrieved. If you need to re-add a practitioner, you would need to create a new profile for them.

How do I block a patient from booking a specific practitioner online?

It’s not possible to block a patient from booking with a specific practitioner in Noterro.

Can Noterro track practitioner compensation per appointment?

Noterro does not track Practitioner compensation per appointment

How do you find the accounts receivable for a specific practitioner?

We're only able to generate receivable reports for clients or insurers — not for practitioners specifically

Is it possible to turn off Accepting New Patients for a specific practitioner?

Noterro cannot turn off accepting new patients for a specific practitioner; this setting is at a clinic level.

I want to add the practitioner's licence.

Admins are unable to change Practitioner's Settings. You will have to log in to a Practitioner account to add a License number.

When I add practitioners during the trial period, do they get an email to set up their account?

Yes, when you add practitioners to your Noterro account during the trial period, they typically receive an email invitation to set up their account

patients without appointment for specific practitioner?

Noterro does not have a direct feature to generate a report of patients without appointments for a specific practitioner.

How much would it be to add a practitioner to my legacy plan?

To determine the cost of adding a practitioner to your legacy plan, visit your Noterro Subscription page under your clinic settings.

How do I change practitioner order on calendar?

Noterro does not currently offer a feature to manually reorder practitioners in the calendar view.

Want to change the client from one practitioner to other practitioner?

To change the patient's appointment to another Practitioner, click and drag the appointment to the new Practitioner's calendar or delete the current appointment and rebook it under the new practitioner.

Can I make a separate list of one practitioner’s clients?

Noterro does not have a built-in feature to create a separate list of clients specific to one practitioner

Where can a supervisor leave a note that the practitioner can’t see?

There isn't a specific feature that allows a supervisor to leave a note that is hidden from the practitioner.

How many seats does the max have?

For the Max description plan, the plan includes one admin and one practitioner seat. All plans include one practitioner seat by default. You can add more practitioner seats as needed. Each additional seat has an extra charge.

Is there a restriction on number of practitioner seats?

Practitioner seats are limited by the number you pay for in your subscription. You must have an available paid seat to add a practitioner, and you can add more seats as needed. There is no explicit maximum limit mentioned, only that seats must be paid for and assigned.

Can I add a practitioner as a assistant?

It is not recommended to add a Practitioner as an Assistant, as their signature and Professional ID number will not appear in the SOAP notes or invoices. As well, Asisstance are not added to the calendar for bookings.

If we restrict the IP address of the Noterro account can practitioner still get emails about appointment?

IP restriction only refers to the ability to log in and access the app. It doesn't refer to email delivery

When I’m looking at my calendar as a practitioner, I want to be able to see who else is working with me that day and when?

To see who else is working with you on a given day as a practitioner, log into Noterro, go to the calendar, and use the display settings to filter by active practitioners for that day. This will show you which practitioners are working and their schedules alongside yours.

Can you add a supervisor to the practitioner profile?

No, you cannot add a supervisor to a practitioner profile

Is dark mode for practitioner being added?

Noterro does not have Dark Mode for Practitioners.

How long do I have to cancel the practitioner seat?

There is a 14-day grace period to cancel a practitioner seat.

How many practitioners can a Noterro account accommodate?

There is no restriction on the number of practitioners a clinic can have. You pay per practitioner seat.

How do I edit a practitioner's name?

Admins cannot edit a practitioner's name. The practitioner must log in to their own account and update their name in their profile settings.

How to message another practitioner?

Noterro does not have a built-in messaging system for direct communication between practitioners. You can use external methods like email or other messaging platforms to message another practitioner.

If I disable a seat, can I just assign the seat to someone else?

Yes, disabling a practitioner removes their access and frees up their practitioner seat, allowing you to assign that seat to someone else. You must have an available paid seat to add a new practitioner.

Can the pricing for a practitioner seat be prorated for a period of time shorter than 1 month?

Yes, if you switch to annual payments, a practitioner added after the renewal date will pay a prorated price, indicating proration for periods shorter than a full billing cycle is possible.

Can two practitioners use the same email address?

No. Two staff/practitioner accounts cannot share the same email address.