Some of your interactions with your patients/clients can be done through the portal. You will get to determine which features you want to include in the portal. For example, you may want patients/clients to have access to any incomplete Forms, but you don't want to enable Online Booking.
Patients/clients will be able to access the the portal through a unique web address. For example, clinicname.noterro.com. You will also be able to create a Clinic Branded App for patients/clients to load on their mobile devices.
- Click on the Gear icon in the top right header
- Click on Web Portal & App
- Complete each Section
Step One: Setup Clinic Branded Portal Address
Your unique Portal address is what you share with your patients.
You can enable or disable your Portal for patients at any time.
Step Three: Enable Portal Features
Enable the features you would like available within your Portal, such as Online Booking.
Step Four: Setup Clinic Branded App
Customize how your Patient Portal appears when installed as an app on iOS and Android devices. You will need to upload your logo so it will appear as an App on patient / client phones.
Step Five: Select your Brand's Primary Colour
Apply your brand's colour to your Patient Portal.
Step Six: Add Information about your Clinic
Customize the messaging displayed on your Home and Clinic Info pages using a Notice Bar and an Information section.
Step Seven: Add Policies
Specify your customized Portal policies, including Online Booking Policy, Payment Processing and New Patient User Account requirements.
Step Eight: Manage Resources
You can manage Locations, Practitioners and Services that will be visible in the portal, however, they would have already been setup on the Base Setup page.