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
- How to Update a Patient Profile
- 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
- Adding Pronouns to a Patient Profile