Portal Accounts

Is there a way to disable recaptcha for my Noterro account?

No, you cannot disable reCaptcha. It's in place to help prevent abuse.

How do I link patient accounts?

But you cannot link patient accounts.

How do I edit the bulk email sent to Patients for User Account Invitation?

You cannot edit the bulk User Account Invitiation email.

Can I activate a client's account for them?

No, clients need to activate their own accounts. When a client books online for the first time, they must set up a user account themselves. If they are existing patients, they will appear on your dashboard under New Portal Account Registrations, and it's important to merge them with an existing patient profile to avoid duplicates

Can I bypass the client account setup?

No, clients must create a Portal User Account to book online through Noterro. This account setup is necessary for managing appointments and accessing the online booking features.

Can I add a second email to the account?

You are unable to add a second email to a Patient Profile.

Do existing clients need a new invitation if I change my portal settings from "Public Access" to "Require Invitation"?

Only if they haven't been invited before. Clients who were already invited before the update can continue using their accounts without issue. However, any existing clients who were never previously invited will now require an invitation to access the portal. 

Portal accounts: does the client put the birthday in numbers?

The month is written in words, while the day and year are displayed in numeric format. 

I have closed my online booking to the public, but now I have clients who have never used the portal wanting to use it. How can I grant them access?

If your portal is set to Require Invitation, clients who weren’t previously invited must receive an invitation link.

How many portal accounts can a client have?

There is no limit, as long as they have a separate email to log in to

When I die, who can access my account?

If you pass away, anyone with your login credentials will be able to access your Noterro account.

How do I allow new account registrations to approve automatically?

Currently, there is no way to auto-approve or accept new portal accounts. It has to be done manually.

How do I set up the family member?

To set up a parent or guardian to manage a child’s online portal account: Log in as an Admin or Practitioner >Search for and open the child’s patient profile> Go to Portal Accounts.>Select Add User.>Enter the parent/guardian’s email address.>Send the invitation.

The parent/guardian will receive an email invitation to create or access their portal account. Once logged in, they can click their profile icon/initials and select the child’s profile to book appointments for them.