The Noterro dashboard provides a real-time overview of your clinic's daily activities, keeping key operational details front and center to help streamline your workflow.
Referral Bonus
Each clinic and practitioner can share a unique referral link. When someone signs up using your link, both parties receive benefits. You can add your friends' contact details and send your link via email, or simply share it with them directly.
Explore Noterro
This section provides straightforward guidance to help you navigate the platform and explore its features effectively.
Today's Appointments
Displays a list of all appointments scheduled for the day, helping you keep track of your schedule effortlessly. You can also update the appointment status from here. Simply click the dropdown arrow to show other appointment statuses.
Outstanding Items
Highlights tasks and actions that require your immediate attention:
Forms & Agreements: Displays all incomplete forms. Clicking the options menu (the three-dot icon) allows you to open, resend, copy, print, or delete a form.
- New Portal Accounts: Shows registrations for online booking that await approval or completion. You can accept, merge, or deny patient entries from here.
- Membership Invoices: Lists all unpaid membership invoices, allowing you to view and process payments directly.
- Draft Clinical Notes: Displays clinical notes requiring edits or finalization. You can edit, finalize, or delete these notes as needed.
Pending Scribes: Allows you to review dictations before adding them to a note, finalizing them, or deleting them. Noterro’s Scribe feature enables practitioners to record clinical notes verbally, making it especially useful for mobile practitioners who travel between locations.
Dashboard Navigation
In addition to day-to-day activity tracking, you can access the following primary sections directly from the dashboard navigation:
- Calendar: Serves as the central hub for managing, viewing, and updating your clinic's entire appointment schedule.
- Patients: Allows you to access and manage all patient profiles, clinical histories, and contact information.
- Billing: Enables you to oversee financial transactions, process invoices, manage payments, and track insurance claims to maintain practice financial health.
- Reports: Provides access to performance and financial metrics. The most common tool is the Sales and Events Report, which allows you to customize date filters and add specific data columns to fit your analysis needs.
- Help Center: Connects you directly to support resources, guide articles, and video tutorials whenever you need assistance.
- Role & Clinic Switcher: Includes a Switch button that lets you toggle seamlessly between assigned roles (such as Admin, Practitioner, or Assistant) or switch between multiple clinic locations.
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