Classes
Calendar
- Double Booking
- Waitlist
- Promote Available Time on Your Calendar to Your Social Media Accounts
- Calendar Privacy Mode
- Adding Breaks to the Calendar.
- Adding an Appointment to the Calendar
Financial
- Issuing a Duplicate Receipt
- 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
General
- Phone Support, Account Navigation and Setup
- Keyboard Shortcuts
- Error Message when Trying to Add a Credit Card to a Patient/Client Profile
- Error Message when Trying to Add a Credit Card in Online Booking
- Activity Logs
- Why am I receiving emails from noterromail.com?
Forms
- Print or Download Completed Forms
- Scoring Guide for the Neck Disability Index Form Template
- Scoring Guide for the Oswestry Low Back Pain Disability Questionnaire
- Noterro Form Templates
- Mark as Required, Auto-Pin or Auto-Snapshot Custom Question
- Custom Question Types on Forms
TELUS Health eClaims
- TELUS Health eClaims Billing Codes
- Receiving a Pending Status in TELUS eClaims Submission
- TELUS Health Support Page
- TELUS eClaims Setup for an Independent User
- Where to Find TELUS Health eClaims Setup Values
- TELUS Health Setup for an Organization
Insurance
- Add Insurance Codes to an Invoice
- Applying a Payment to Claims from an Insurer
- Add a Claim to an Invoice
- Update the Claim Status
- Add Policy to Patient/Client Profile
- Add an Explanation of Benefits (EOB) to a Claim
Patients & Clinical Notes
- Email Upcoming Appointments to Patients/Clients
- Adding Pronouns to Patient/Client Profile
- Noterro Snippets
- Edit an Item in Snapshots
- Download All Clinical Notes
- Adding Items to Snapshots
Reports
- Customize Sales Report
- Export Invoices to QuickBooks Online
- Tip Report
- Discount Report
- Accounts Receivable Report
- Clinic Tax Report