Patient/Client Profile: Basics
Patient/Client Profile: Advanced
Alerts, Labels & Snapshots
Patient/Client Communication
Forms: Basics
- 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
- Disabling Form Automation
Forms: Advanced
- Managing Form Automation
- Adding Agreements to Patient Profiles
- Creating Custom Question Types on Your Forms
- Resending a Form to a Patient
- Viewing Current Forms from an Appointment
- Using a Sensitive Areas Consent Form
Reports
- Appointment Report
- Accounts Receivable Report
- Clinic Tax Report
- Clinic Transactions Report
- Clinical Note Status Report
- Customize Sales Report
Troubleshooting Daily Functions
- Adding Scribes to Finalized Clinical Notes
- Fixing Unavailable Times from Being Displayed Online
- Resetting your Password
- Patients Not Receiving Text Messages
- Patients not Receiving Emails
- Why am I receiving emails from noterromail.com or noterro.team?