Forms

How do I delete forms in bulk?

It's not possible to delete forms in bulk.

How do I bulk download Intake forms?

There is no bulk download of intake forms. Only you can do it one at a time. However, you can request this from our customer support team.

Can I attach multiple forms in a service?

It's not possible to attach multiple forms in a service.

Am I able to set up a reminder or automatic email for health forms that have expired?

It's not possible to automatically send new forms when they become expired.

Is there an equipment maintenance log form in Noterro?

We don't have an equipment maintenance log feature.

Can you change the name of your form once it has been in use?

No, once a form has been sent to a patient, it cannot be renamed. This is to ensure past forms are not retroactively changed.

Can I create treatment forms if I'm not an administrator?

Only the Admin can manage clinic settings.

How can I upload my own forms for use?

It's not possible to upload your own forms for use. However, you can create custom forms directly within the system to meet your needs.

How can I transfer packages from other platforms?

Transferring packages from other platforms is not supported at this time. However, you can manually add packages.

How do I transfer packages from another platform?

Package cannot be imported into Noterro. We recommend manually creating each package which has an outstanding balance in Noterro.

Will Additional Portal Account holders (ie parents) receive intake forms?

No, only the email associated with the profile will be used for their notifications.

Can I shorten the link of the form?

There is no way to shorten URL form in Noterro. However, you can shorten the link of a form using a URL shortening service like TinyURL.

Is there a way to run a report to see who has accepted a form?

Noterro does not have a specific report to show who has accepted a form. However, you can view the status of forms for individual patients by checking their profiles.

I'm looking for a sample form for sharing health care information to another care provider?

Noterro allows you to create and customize forms, but it does not provide specific sample forms for sharing healthcare information with another care provider.

Is there a way to add multiple forms to a service without creating a new one?

In Noterro, each service can automate only one form. If you want to automate multiple forms, you would need to set up multiple services, each automating a different form. Unfortunately, there's no way to add multiple forms to a single service without creating new services for each form.

Can a practitioner be given access to make new forms?

No, only the Admin has the ability to manage clinic settings, which includes creating and managing new forms. Practitioners do not have the permission to create new forms. If you need a new form created, you would need to coordinate with the Admin of your clinic.

Are there prenatal forms in Noterro?

Noterro does not have specific prenatal forms available. However, you can create custom forms directly within the system to meet your specific needs, including prenatal forms.

Can I export a blank intake form as a PDF?

You cannot export blank intake forms directly; you can go to printing settings and save as a PDF.

Can I upload a PDF of my current intake form and you can make that into a form?

Currently, Noterro does not support uploading a PDF to automatically create an intake form. You would need to manually create the form using Noterro's form builder.

Can I put the calendar in a 24-hour format?

The calendar is only in a 12-hour format.

Can I hide payment information on the invoice?

Once a Payment Method has been selected, this will be reflected on the invoice. If you are trying to hide this information, then you can make a note on the invoice of the type of payment for your knowledge, but it will not be shown on the invoice.

Can I find information on statistics for my busiest scheduled days vs less busy?

While Noterro doesn't have a specific feature labeled "busiest scheduled days," you can use the Analytics Report to analyze the number of appointments scheduled on different days.

How can I format changes to my Noterro landing page, so that they are correctly displayed on phones and Android phones?

Noterro is compatible with all devices (Android and iPhone) as well as computers.

Is there a way to make the predetermined selected country in the contact form the country of residence?

The country on the intake form should resemble the country the clinic is located. If this does not occur, please contact support@noterro.com

How do I upload my own intake form?

You can upload forms into the Patient profile under uploads. However, you cannot upload a form as a template. You will need to create a custom template using Noterro widgets.

Can you run report on intake form?

No, you cannot run a report to view intake forms. To view them, open the patient's profile and select forms. There you will see the history of all intake forms the patient completed.

How can I require a card to be on file when I send someone the intake form instead of them booking online?

Collecting credit card information directly through an intake form is generally not recommended due to security and compliance concerns.

Can practitioner account make custom intake form?

No, practitioner accounts cannot make a custom intake form.

Change how the date is displayed in forms?

The date in the forms should reflect the country you input in your Base Set Up. If it does not, please email support@noterro.com.

Can an assistant perform a service?

No, only practitioners.

Can I combine two forms into one?

No, it is not possible to combine two forms.

Can I disable the "Summarise" button for forms?

No, it is not possible to disable the Form Summary button. Users can simply choose not to use the feature.

Do clients see the name of a form when it is sent to them?

Yes. Patients see the form name when it is sent to them by email or when they access it in their portal account.

Can I easily download all patient forms?

Patient forms cannot be downloaded in bulk directly through the system; instead, they must be downloaded individually by printing to PDF. However, you can contact customer support to request a bulk download if needed.

For the account logo. Can you make it show larger on my client intake forms?

You cannot make the account logo larger on client intake forms. The ideal logo size is 300px wide by 150px high, and the space around the logo on forms is fixed and cannot be adjusted.