Reports and Data Export

How do I bulk download uploads?

Bulk downloading uploads is not supported. You can only download uploads individually and then share them via your personal email if needed.

Do you have a report showing the newest patients?

There is no report that shows the newest patients.

Is there a way to create an expense report?

Noterro currently doesn't have an Expense Report.

Can I pull a report by diagnosis?

Currently, there isn't a specific report that allows you to pull data directly by diagnosis.

How do I find my active client statistics?

Noterro does not have a specific feature labeled "active client statistics." You can use the Events Report to track appointments and client visits, which might help you infer active client statistics by identifying clients with recent or upcoming appointments.

Can we create a report to see which clients do not have a web portal account?

Currently, Noterro does not offer a direct feature to generate a report specifically listing clients who do not have a web portal account.

Is there a way to blur client names on financial reports to export?

There is no way to blur client names on financial reports to export. However, you can remove the patient name from the columns and instead include the patient identification number.

When looking from a mobile phone, where are the reports?

When using Noterro on your phone, reports can be found at the bottom.

How do I export services?

There isn't a direct export option for services in Noterro. However, you can manually document the service details.

Can a mass download be done?

If you have many invoices, clinical notes, forms or file uploads to export, please request a batch export by emailing support@noterro.com from the clinic's admin email.

Is there a report for referrals when a client makes a referral?

Noterro does not have a specific report dedicated to tracking when a client makes a referral.

Do I need admin permissions to access reports?

No, you do not need Admin settings to Access Reports. Assistance and Practitioners can access reports if the Admin grants permission to this setting.

Can I export a report on Referrals?

Noterro does not have a report based on Referrals. To see who had referred your Patient, you would need to look at their intake form.

There is a custom report that shows clients without appointments. Can I customise it?

No, the "Clients Without Appointments" report has fixed filters and cannot be customized.

Is there a way to download everything all at once?

No, everything will need to be downloaded individually. If you have a lot of information that needs to be downloaded, you can contact support@noterro.com

How can I export my service list?

There isn't a direct export option for services in Noterro. However, you can manually document the service details.

Do clients have to log in to the portal to download the clinic app?

Clients do not need to log in to the portal to download the clinic app.

How do I look at my retention rate?

You can use the analytics report to see how many patients are new versus returning.

Is there a report that I can run that shows availability in the schedule by practitioners?

There isn’t a report specifically for practitioner availability.

Can I track expenses?

Noterro does not have an expense tracking feature.

How do I find out my best-selling service?

Go to Reports, then select the Sales Report. You can filter by service and date range, then export to CSV for further analysis.

How can I see which clients do not have invoices?

There is no dedicated report for this. However, you can generate an Events Report, include the Invoice column, and review the list to identify clients without associated invoices for the selected date range.

Can the Sales Report show totals for each payment method?

The Sales Report does not break down totals by payment method. To get totals by payment method, use the Payment Methods Report or the Daily Transaction Report.

How can I see a practitioner's full appointment list?

Generate an Events Report and filter by practitioner and date range. This will display all scheduled appointments for that practitioner.

If a practitioner has two billing numbers, how do I generate a separate report for each?

You cannot separate reports by billing number. To generate separate reports, the practitioner would need two separate practitioner seats, one for each billing number.

How to generate a payroll report?

Noterro does not have a specific payroll report. However, you can generate a Work Hours Report to track practitioners' hours worked in a given month, which may assist in payroll evaluation. This report is customizable by time frame, practitioner, and other parameters to suit your needs.

How can I export certain labels? 

To export specific labels, log in as an Admin and click on Reports. In the Clinic Labels section, add your desired label (e.g., Senior, Minor) and click Apply Filter. This will generate a list of all patients assigned to that specific label. Finally, click Download to export a CSV file of the filtered patient list.

Is there a fee to export/import data?

No, there is absolutely no fee. Data migration—both exporting your data out of Noterro and importing your data into it—is entirely free.

How to check GST?

To check GST owing in Noterro, you can use the Clinic Tax Report. This report shows the taxes collected for the clinic and practitioners based on the date range you select.

How do I find all my patients with no appointments?

You can generate a Patients without Appointments Report to find all your patients with no appointments.

How to find transactions not assigned to a practitioner?

You can view this information in the Invoice Payments Report. To identify transactions that aren't assigned to a practitioner, look at the Items column, which will display "# of service(s) by UNKNOWN practitioner." This status indicates that the transaction is associated with a service that does not currently have a practitioner assigned to it.