How to Automatically Create an Invoice and Clinic Note for a Client?

Set up Appointment Automation so that when an appointment is marked Arrived or Late, Noterro automatically creates the needed records (clinical notes or an invoice, based on your configuration). 

Set Up Appointment Automation

Follow these steps to configure appointment automation for practitioners.

1. Log in as the Admin.
2. Click the Gear icon (top right header).
3. Select Calendar.
4. Scroll down to the Appointment Automation section.
5. For each practitioner, click Edit.
6. Select your configurations for Arrived and Late statuses independently.
7. Click Save.