Understanding the Patient Profile Navigation Menu in Noterro – Help Centre

When you open a patient profile in Noterro, the left sidebar menu serves as your primary hub for managing all patient-specific health records, scheduling, billing, and communication settings.

Left Sidebar Navigation Overview

Feature	Description
Snapshot	Displays high-level clinical summaries including medical conditions, injuries, current medications, surgeries, and other vital health details.
Appointments	Shows all past, upcoming, and canceled appointments for the patient, with options to book or edit entries.
Waitlists	Tracks waitlist entries associated with the patient when preferred appointment times are unavailable.
Billing	Manages financial records including invoices, receipts, outstanding balances, and payment history.
Insurance	Stores insurance provider details, policy/claim information, and primary/secondary coverage details.
Packages & Memberships	Tracks active or historic packages, service blocks, and recurring clinic memberships assigned to the patient.
Clinical Notes	Contains SOAP notes, treatment logs, draft charts, and finalized clinical documentation.
Forms	Accesses completed or pending intake forms, health history questionnaires, and custom clinic forms.
Agreements	Houses signed policies, terms of service, consent forms, and liability waivers.
GO Locations	Displays specific location permissions or location-based portal access assigned to the patient.
Portal Accounts	Manages client portal access, email login status, and password reset requests.
Credit Cards	Stores credit card details on file securely for payment processing.
Uploads	Stores attached files, external medical records, imaging, or scanned documents.
Discounts	Applies and tracks patient-specific promotional rates or specialized discounts.
General Info	Displays core demographic information, emergency contacts, occupation, and administrative settings.

Patient Header Details

Patient Name & DOB: Quick reference for patient identification and age.
Alerts & Labels: (e.g., ALERT or MINOR) highlighting crucial status conditions or account restrictions.
Contact Info: Expandable dropdown to view or update phone numbers and email addresses.
Edit Profile Button: Quick action button to modify basic patient details.