Patient Management

How can I send an uploaded file to a client?

You would need to download the file and send it to them manually.

Can I edit a Patient ID number?

You cannot edit the patient ID number in Noterro. It is automatically generated once you add a new client to your clinic.

Do you have a marketing feature to help you acquire clients?

We don't have a marketing feature to help you acquire clients.

Can I duplicate a client profile?

You cannot duplicate a patient.

Is there a way to track new patients?

No, there isn't a way to specifically track new patients in the system.

How do I automatically accept clients into the clinic?

There is no way to automatically accept patients into the clinic

How do I automatically accept all new patients?

It's not possible to automatically accept new patients. This is to avoid duplicate patients from being created.

How can rewards points be managed for clients?

Noterro does not have a built-in feature specifically for managing referral credits or rewards for clients.

Is there a way to send a secure message to a client through Noterro?

Noterro does not have a feature for sending secure messages directly to clients. Communication with clients would need to be done outside of Noterro.

Can I send clients a request to add a credit card on file?

Noterro does not have a feature that allows you to send clients a request to add a credit card on file. Clients can add their credit card information when they make a payment or book an appointment, but there isn't a direct request feature for this purpose.

Can I see when a profile was made?

There isn't a built-in “date created” field you can view for a patient profile in Noterro.

Can patients upload pictures to the app?

Patients can't upload images to forms or the app at this time. If you're trying to collect photos from clients, you’d need to have them send them to you outside of Noterro.

Can you link patient profiles?

No, you cannot link patient profiles.

Can I upload videos to a patient profile?

You cannot upload videos to patient profiles.

How do I send patient notes?

You can send patients their soap notes in Noterro by opening their profile, then clinical notes, then selecting the notes, and then exporting as PDF. Once exported, email it to the patient using a secure, encrypted method to protect confidentiality.

Where do I see patient reviews?

Noterro does not support Patient Reviews. However, you can always link a review platform URL to your invoice footer message in the billing settings.

How can I specifically put a limit on bookings for one patient?

Currently, Noterro does not have a specific feature that allows you to restrict or limit the number of appointments a single patient can book online.

Can I know when a profile for a client was created?

No, there is no way to know when the patient profile is created.

Is there a way to only have clients book at certain times?

Noterro does not have a feature that allows patients to book at certain times.

What if the clients are outside of my location range?

If a Patient is outside your Location range, a message will pop up stating they need to contact the clinic to book.

How do I upload old health history for a patient I was told there was a way to do it in the core plan?

To upload old health history for a patient in Noterro, you can use the file upload feature available in the Plus or Max subscription plans. However, if you are on the Core plan and looking to upload documents, you would typically need to upgrade to access this feature.

Can clients edit their bookings online?

If the clinic enables Patients Cancellation, then Patients can cancel and reschedule their appointment. However, they cannot edit the current booked appointment.

How do I make a patient specific to a therapist?

In Noterro, it is not possible to assign a patient specifically to a therapist or make a patient exclusive to a particular practitioner. Patients are generally part of the clinic's overall patient list and can book appointments with any available practitioner.

How do I change a patient's status from inactive to active?

All patients are set to active unless the admin hides inactive patients or applies a label called 'inactive'.

How can I get client to pay from their dashboard?

To enable the patient to pay through the App, you will need to enable the billing feature in the Web Portal and App section. As well as, make sure your clinic is connected to Square or Shift4 in the Billing section in the clinic setting.

Is there a spot to add notes about the client’s personal life so I can remember?

Yes, you can add a section in your clinical notes called general information where you can add information about your patient's personal life. You can create this in the clinical note template.

How do I close a chart when a patient has died?

If a patient has any clinical notes or billing history, then the patient's profile cannot be deleted. If they have notes and billing history, the option is to hide the profile from view, or you may label them "deceased".

How do I see timestamps for uploaded files into a patient's chart I can see the date but I also want the timestamp?

We don’t have a timestamp for when the documents were uploaded—only the date/day is recorded.

May I know the total of patients booked for massage therapy and acupuncture separately?

You can find Total Patients Booked for Massage Therapy and Acupuncture by filtering services under "Events", which is located on the "Reports "section.

Can you check out 2 patients who are related?

You can manage appointments and billing for related patients separately. For back-to-back mobile services, set up a combined service but create invoices for each patient individually. Multiple patients can use the same credit card for payment, but checking out two related patients together in one step is not explicitly supported.

Can another practitioner be added to my profile?

You cannot add another practitioner to your existing practitioner profile. Each practitioner must have their own separate account and be assigned to a paid practitioner seat. If all seats are assigned, you need to add an additional seat before inviting another practitioner.

How do I add a prescription to a patient profile?

Noterro does not have an e-prescription feature, so prescriptions cannot be added or managed within a patient’s profile.

Can a client leave a review?

Clients cannot leave reviews directly within Noterro. While the system does not support a native reviews feature, you can add a link to an external review platform in your invoice footer message to collect feedback.

Can I add a prescription to a patient's profile?

Noterro does not have an e-prescription feature, so you cannot add or manage prescriptions within a patient's profile.

How do I discharge somebody?

You can add a label saying discharge or hide the patient. 

 How do I get a patient's financial summary for only one therapist?

It cannot be filtered by the practitioner as it is patient-specific. You can visit: Generating a Patient's Financial Summary Report

I want to see the total number of patients in my clinic. 

You can view and manage your patient list by logging in as an Admin and clicking on "Patients" in the top left header. You can check the total number of patients' profiles in the patients tab.

How do I make a client inactive?

To make a client inactive, you can hide the patient by going to their profile, clicking the three dots next to their name, and selecting 'Hide'. This marks them as inactive without deleting their profile. Patients are active by default unless hidden or labeled as inactive.

Can I change the name on the patient profile?

You can change a patient's name by editing their profile: search for the patient, select their profile, click Edit Profile, update the name, and save the changes. Note that there is no separate field for a preferred name, but you can enter the preferred name in the main name fields if needed.

How do I get a list of emails of all patients?

You can quickly get your clients' emails by exporting your patient list as a CSV file. Log in as Admin, go to Patients, click the Three Dots next to Add Client, and select Export Patients. Open the CSV file in Excel to copy and paste the emails easily.

How to create a patient referral?

 Noterro doesn’t have a Patient referral feature.

Where do I input the patient referral?

 Noterro doesn’t have a Patient referral feature.

How to create a patient referral?

 Noterro doesn’t have a Patient referral feature.

I would like to print a list of all my patients.

To print a complete list of your patients, you can export your patient data as a CSV file. Once downloaded, simply open the file on your device using Microsoft Excel, Google Sheets, or WPS Office to print it.

How can I print out a Patient's profile?

You will need to print each setting individually. for example: clinical notes, billing, appointments, etc.