Patient/Client Profile: Basics
- How to Change the Patient Listing Format in Noterro (First Name vs. Last Name Display)
- Managing the Drop Down Menu in the Patient View
- Deleting a Patient
- Adding a New Patient
- Importing Patients
- Showing and Hiding Patients
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
- Print Blank Form
Forms: Advanced
- Understanding the Summarize Feature
- Enforcing Mandatory Intake Form for New Patients
- Managing Form Automation
- Adding Agreements to Patient Profiles
- Creating Custom Question Types on Your Forms
- Resending a Form to a Patient
Reports
- Appointment Report
- Accounts Receivable Report
- Clinic Tax Report
- Clinic Transactions Report
- Clinical Note Status Report
- Customize Sales Report
Troubleshooting Daily Functions
- Add-on Features are not Enabled on Subscription Renewal
- 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