Patient/Client Profile: Basics
- How do I undo an archive?
- Understanding Your Patient/ Client Portal Features
- How do I change a patient's access to online scheduling?
- Look Up a Patient Using Their Phone Number
- Can I Add Personal Note to the Patient Profile?
- How to Filter for Active Clients
Patient/Client Profile: Advanced
- How to Disable Completed Form Notifications
- How do I send a portal invitation to a single client?
- How do I disable notifications?
- Turning Reminders Off when Booking Patients
- Merging Duplicate Patient Profiles
- Inviting Patients in Bulk to Create Portal User Accounts
Alerts, Labels & Snapshots
Patient/Client Communication
Forms: Basics
- Patient Access to Completed Forms
- Adding a Form to a Website
- Preview Completed Forms
- Adding a Signature to a Form
- Emailing Agreements
- Sending Patient a Copy of a Signed Agreement
Forms: Advanced
- Where do I set up automatic health history form agreements?
- How do I email a patient a form?
- How to Update Patient Information In-Person with Noterro
- Understanding the Summarize Feature
- Enforcing Mandatory Intake Form for New Patients
- Managing Form Automation
Reports
- How to Print a Patient Schedule Without the Appointment Time
- How to Track Total Hours Worked for the Year
- Rebooking Rate Report
- Can I Calculate Monthly Income Based on Scheduled Appointments?
- How to Generate a Patient Credit Report in Noterro
- How to Generate and Evaluate Your Work Hours Report in Noterro
Troubleshooting Daily Functions
- How do I change the order of appointments on my calendar?
- Adding Multiple Accounts for Online Booking in Noterro
- Can I View Patient Gender Percentages in Analytics?
- Rebooking Rate Report
- Add-on Features are not Enabled on Subscription Renewal
- Adding Scribes to Finalized Clinical Notes