Patient Profile Fields

Can patients have a nickname or preferred name?

No, currently it's not possible to save a nickname or preferred name to a patient profile.

Is there a way to store patient social security numbers?

Noterro doesn't have a dedicated social security number field. You would need to create a custom form field on your forms to collect information that isn't captured in a dedicated field.

Is there a way to allow patients to book by gender?

No, it's not possible for patients to book by the practitioner's gender. However, they could choose a specific practitioner when booking online.

Can I add fields to the profile fields section?

It's not possible to add fields to the profile fields section.

Is there an option to auto-text/email clients on their Birthdays?

We don't have automated birthday notifications, but it's on our roadmap.

Can you respond to clients' questions directly through Noterro or do you have to email the patient?

Noterro doesn't have 2-way communication. Noterro sends notifications to patients but further communication would need to be done outside of Noterro.

Is there a section on Noterro where I can put a client's preferred name?

There is no section in which to enter a client’s preferred name.

Is there a way to create a relationship for client profiles?

Noterro doesn't have a concept of patient-to-patient relationships; however, it's on our roadmap.

Can I sync our work mobile phone to Noterro patient's mobile numbers?

Noterro does not currently support syncing mobile phones directly with the platform. However, you can manually update or add phone numbers to patient profiles within Noterro.

Where do I put the preferred name of the patient?

In Noterro, there isn't a specific field designated for a preferred name separate from the patient's legal name. You can enter the preferred name in the main name fields if it's important for everyday use and communication.

How can I add a relationship field to the patient's profile?

Noterro currently doesn't have a dedicated "relationship" section within patient profiles. If you need to track relationships or connections between patients, you might consider using custom fields or notes within the patient profiles to manually record this information.

Where do I go to set up the wording for a follow-up email to a patient regarding rebooking?

Noterro offers the ability to send treatment notification follow-ups. This is done within a clinical note.

How do I attach a video to the email and text that goes out to my patients when booking?

Currently, Noterro does not support directly attaching videos to emails or text messages sent to patients. However, you can include a link to a video in your email notifications.

Can two or more clients have the same email address?

Yes the same email can be used for two accounts.

How do I see emails from patients to me?

Noterro does not provide a feature to view emails directly within the platform. If you are referring to communication with patients, you would typically manage emails through your external email client or service.

Can I add two email addresses for a client?

You cannot add more than one email address to a Patient profile.

How do I email a client's paperwork? It’s only allowing me to complete now.

The complete now button is only present because the Patient does not have an email on their file. Once an email is added, you are able to email your patients' agreements or forms.

Can I see if the patient has opened an email?

You can track email delivery statuses, but you cannot track if the email was opened or read; only its delivery status

How do I blur the patient's name?

To blur the patient's name, Press CTRL + P.

Can I send an encrypted email to a patient through Noterro?

You cannot send an encrypted email to a patient through Noterro.

Where to add the patient's weight?

 Noterro doesn’t currently have a dedicated weight field within the patient profile. As a workaround, you can record this information using the general field in the Snapshot feature.

I want to add pharmacy information.

Noterro doesn't have a dedicated field for pharmacy information within the patient profile. 

How can I move all patients' work phone numbers to the cell phone field?

You have to do manually transfer. Currently, Noterro doesn’t have a bulk option to do that.