Over the years, we have been adding features to Noterro. To make setup easier and to explore Noterro's configuration more clearly, the Clinic and user settings must be reorganized. The new structure is summarized below.
CLINIC SETTINGS
| Base Setup | Billing | Calendar | Insurance | Templates |
|
General (Name, Address, Phone, Email, Logo, Timezone) |
Invoice Number
|
Online Booking | Insurers | Agreements |
|
Locations |
Business Number | Display Time Range | Insurance Codes | Forms |
|
Practitioners |
Discounts | Double Booking | Form Fields | Notifications |
|
Assistants |
Taxes | TELUS (Canadian) | ||
|
Services |
Payment Methods | |||
|
Products |
Square | |||
|
Restricted IP Access |
Bambora | |||
|
Terms & Logs |
PERSONAL SETTINGS
Administrator
Profile
- General (Name, Email, Password)
- Two-Factor Authentication
- Auto-logout
- Notification Preferences
- TELUS Connections (Canadian)
Practitioner
Profile
- General (Name, Email, Signature, Password)
- Two-Factor Authentication
- Professional Identification Numbers
- Practitioner Taxes
- Auto-logout
- Notification Preferences
- TELUS Connections (Canadian)
Calendar
- Sync
- Cancellations
- Scheduling Limits
Snippets
Assistant
Profile
- General (Name, Email, Password)
- Two-Factor Authentication
- Auto-logout
- Notification Preferences
- TELUS Connections (Canadian)
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