Sharing Clinical Notes with Patients/Clients in the Portal

Administrators can securely share notes through the Web Portal with their Patients.

Share Finalized Notes with Patients

  1. Ensure the Web Portal & App is enabled.
  2. Ensure the Note Sharing feature of the portal is enabled.
  3. Click on a Patient's name.
  4. Click on the Clinical Notes tab in the Sidebar.
  5. Select a Finalized note.
  6. In the left sidebar, under Web Portal, click share.
  7. In the pop-up window, Select Share.

Important Note: Each finalized note must be selected and explicitly shared on the Portal. There is no bulk action capability to share clinical notes.

Scribe in Noterro: Streamline Clinical Note-Taking with AI

Managing Scribes on a Draft Clinical Note

Clinical Notes: Assessments, Observations, ROM

Managing Restrictive Access of Clinical Notes

Documenting Infection Prevention in a Clinical Note

Edit Finalized Clinical Notes Within 7 Days

Patient Clinical Notes: Edit, Finalize, View, Follow-Up

Download all clinical notes for a patient with this guide

Print Clinical Notes Filtered by Date and Practitioner

Duplicate Clinical Notes: Streamlined Treatment Records

Noterro Snippets for Tailored Clinical Notes

Administrators can securely share notes through the Web Portal with their Patients.

Share Finalized Notes with Patients

  1. Ensure the Web Portal & App is enabled.
  2. Ensure the Note Sharing feature of the portal is enabled.
  3. Click on a Patient's name.
  4. Click on the Clinical Notes tab in the Sidebar.
  5. Select a Finalized note.
  6. In the left sidebar, under Web Portal, click share.
  7. In the pop-up window, Select Share.

Important Note: Each finalized note must be selected and explicitly shared on the Portal. There is no bulk action capability to share clinical notes.

Administrators can securely share notes through the Web Portal with their Patients.

Share Finalized Notes with Patients

  1. Ensure the Web Portal & App is enabled.
  2. Ensure the Note Sharing feature of the portal is enabled.
  3. Click on a Patient's name.
  4. Click on the Clinical Notes tab in the Sidebar.
  5. Select a Finalized note.
  6. In the left sidebar, under Web Portal, click share.
  7. In the pop-up window, Select Share.

Important Note: Each finalized note must be selected and explicitly shared on the Portal. There is no bulk action capability to share clinical notes.

Scribe in Noterro: Streamline Clinical Note-Taking with AI

Managing Scribes on a Draft Clinical Note

Clinical Notes: Assessments, Observations, ROM

Managing Restrictive Access of Clinical Notes

Documenting Infection Prevention in a Clinical Note

Edit Finalized Clinical Notes Within 7 Days

Patient Clinical Notes: Edit, Finalize, View, Follow-Up

Download all clinical notes for a patient with this guide

Print Clinical Notes Filtered by Date and Practitioner

Duplicate Clinical Notes: Streamlined Treatment Records

Noterro Snippets for Tailored Clinical Notes

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Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
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Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice