Sharing Clinical Notes with Patients/Clients in the Portal

You may need to share specific notes with a patient/client. Administrators can safely share notes in the Web Portal. Finalized notes need to be selected and explicitly shared on the portal. There is intentionally no bulk action to share notes. Within the Web Portal & App settings, you must have the portal enabled, the Clinical Notes feature enabled and explicitly enable individual finalized notes as "Share on Web Portal".

Share Finalized Notes

  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/Client's name
  4. Click on Clinical Notes in the Sidebar
  5. Click on a Finalized note
  6. In the sidebar, Toggle on Share on Web Portal

Managing Scribes on a Draft Clinical Note

Adding an Assessment to a Clinical Note

Managing Restrictive Access of Clinical Notes

Documenting Infection Prevention in a Clinical Note

Editing a Finalized Clinical Note

Patient Clinical Note Listing Page

Download All Clinical Notes

Print Clinical Notes Filtered by Date and Practitioner

Duplicating a Previous Clinical Note

Noterro Snippets

You may need to share specific notes with a patient/client. Administrators can safely share notes in the Web Portal. Finalized notes need to be selected and explicitly shared on the portal. There is intentionally no bulk action to share notes. Within the Web Portal & App settings, you must have the portal enabled, the Clinical Notes feature enabled and explicitly enable individual finalized notes as "Share on Web Portal".

Share Finalized Notes

  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/Client's name
  4. Click on Clinical Notes in the Sidebar
  5. Click on a Finalized note
  6. In the sidebar, Toggle on Share on Web Portal

You may need to share specific notes with a patient/client. Administrators can safely share notes in the Web Portal. Finalized notes need to be selected and explicitly shared on the portal. There is intentionally no bulk action to share notes. Within the Web Portal & App settings, you must have the portal enabled, the Clinical Notes feature enabled and explicitly enable individual finalized notes as "Share on Web Portal".

Share Finalized Notes

  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/Client's name
  4. Click on Clinical Notes in the Sidebar
  5. Click on a Finalized note
  6. In the sidebar, Toggle on Share on Web Portal

Managing Scribes on a Draft Clinical Note

Adding an Assessment to a Clinical Note

Managing Restrictive Access of Clinical Notes

Documenting Infection Prevention in a Clinical Note

Editing a Finalized Clinical Note

Patient Clinical Note Listing Page

Download All Clinical Notes

Print Clinical Notes Filtered by Date and Practitioner

Duplicating a Previous Clinical Note

Noterro Snippets

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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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invoice