Clinic Daily Functions
Calendar
- Calendar Icons
- View Practitioner's Appointments
- Practitioner Online Booking Settings
- Enable/Disable Individual Practitioners from Appearing on Online Booking
- Adding an Intake Form from the Calendar
- Bulk Invite Patients/Clients to Create User Accounts for Online Booking
Financial
- Add More Than One Payment Type to an Invoice
- Adding Fees to Invoices
- Gift Certificates
- Add Multiple Services to One Invoice
- Adding Credit to a Patient's / Client's Account
- Selling & Tracking Package Deals
General
- Why am I receiving emails from noterromail.com?
- Patients not receiving emails
- Navigating Noterro Using a Mobile Device
- Adding a Guardian Signature to an Agreement
- Emailing Agreements
- Confirming/Deleting an Appointment from Voice Reminder Not Working
Intake Form
- Auto-send Intake Form with Appointment Reminder Email
- COVID-19 Screening
- Add Intake Form to My Website
- Disabling Insurance Questions on the Intake Form
- Preview Completed Intake Forms
- Add/Send an Additional Intake Form to a Patient/Client
Insurance
- Deleting an EOB (Explanation of Benefits)
- Direct Billing in Canada
- Superbills
- Accessing Legacy Insurance Information on the Patient/Client Profile
- Add Policy to Patient/Client Profile
- Applying a Payment to Claims from an Insurer
Patients & Clinical Notes
- Download All Clinical Notes
- Adding Items to Snapshots
- View Practitioner's Clinical Notes
- Merge Duplicate Patient/Client Profiles
- Documenting Infection Prevention in a Clinical Note
- Booking an Appointment Does Not Work on the iPad
Reports
- Export Invoices to QuickBooks Online
- Tip Report
- Discount Report
- Accounts Receivable Report
- Clinic Tax Report
- Clinic Transactions Report