How to Add, Edit, Disable & Delete Practitioners in Noterro

As an administrator of Noterro, you have the power to efficiently manage your team of practitioners. Whether you need to add, edit, disable, or delete a practitioner, we've got you covered. Let's explore each of these actions and how to perform them.

Adding Practitioners

Adding a new practitioner to your team is a straightforward process. Here's what you need to do:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Scroll to the Practitioner section.
5. Click on the Add New button.
6. Fill in the necessary details, such as the practitioner's email address and name.
7. Adjust the permissions according to the practitioner's role.
8. Click Save to add the practitioner to your team.

Important Note: When you associate a practitioner with your clinic, they receive an email link to join your clinic. The link is only active for 2 hours. If they do not click the link within the 2 hours, you will need to email them the reset password link: https://app.noterro.com/forgot-password

Editing Practitioners

If you need to make changes to a practitioner's information, follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Scroll to the Practitioner section.
5. Locate the specific practitioner you want to edit and click on their name.
6. Update the necessary details, such as description, online booking settings or permissions.
7. Click Save to save the changes.

As the Admin, remember that you cannot change the Practitioner's name, photo, or email address after they’ve been invited and added to your Clinic. The Practitioner's user account owns these details, which cannot be changed under the Admin account. Practitioners must log in to their own account to update their name, photo or email address. Admins do have the ability to show or hide the Practitioner's image in the portal. This is done by enabling or disabling the Display profile photo in online booking option when adding or editing practitioners.

Disabling Practitioners

Disabling a practitioner is useful when you want to temporarily remove their access or restrict their permissions. Here's how you can disable a practitioner:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Scroll to the Practitioner section.
5. Locate the specific practitioner you want to disable and click the Three Dot dropdown menu.
6. Click on Disable

Keep in mind you can display disabled practitioners by clicking on the link "Show Disabled Practitioners".

Deleting Practitioners

Deleting a practitioner should be done with caution, as it permanently removes their profile and associated data. If you're certain you want to delete a practitioner, follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Scroll to the Practitioner section.
5. Locate the specific practitioner you want to disable and click the Three Dot dropdown menu.
6. Click on Delete

Deleting a practitioner from your clinic will also delete all of their appointments permanently. Their Clinical notes and related Invoices are not deleted and remain in your clinic account.

Setting the Practitioner's Permissions

You can restrict the access of the practitioner by setting the Permissions. Below are the current permissions available to enable or disable.

• • Edit patient/client details
  • View patient/client email address
  • View patient/client phone number
  • View clinic reports
  • View clinic billing page
  • Manage billing & insurance
  • Manage other's calendars
  • Manage own calendar
  • Visible in Client Portal
  • Allow Online Booking

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Scroll to the Practitioner section.
5. Locate the specific practitioner you want to set the Permissions and click on their name.
6. Toggle on the appropriate Permissions.
7. Click Save to update the permissions.

Please keep in mind that it's currently not possible to allow Practitioners to have access to Admin settings. Each clinic can have only 1 Admin user.

Setting the Practitioner's Clinic Note Access

Sometimes practitioners may want to set a default privacy level of their clinical notes. Set the default privacy setting for all new clinical notes for a practitioner's clinical notes. This only applies to newly created notes, existing notes would need to be updated manually. Admins will always have access.

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Scroll to the Practitioner section.
5. Locate the specific practitioner you want to set the Clinic Note Access and click on their name.
6. Select the appropriate Access.
7. Click Save.

Updating Online Booking Settings

Each practitioner can customize their online booking preferences. This includes various scheduling limits and cluster booking.

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Scroll to the Practitioner section.
5. Locate the specific practitioner you want to update the Online Booking Settingsand click on their name.
6. Click on Online Booking Settings.
7. Update the Cancellation, Minimum Lead Time, Maximum Lead Time, Maximum Appointments per Day, Maximum Hours per Day, and Cluster Booking.
8. Click Save.

Assigning the Clinic Services to the Practitioner

You can manage which services the practitioner performs.

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Scroll to the Practitioner section.
5. Locate the specific practitioner you want to assign Clinic Services to and click on their name.
6. Click on Services Offered.
7. Toggle on the Services the practitioner performs.
8. Click Save.

Setting Insurance Claim Information (US Clinics Only)

These fields will be populated on a HCFA 1500 Claim Form and on an EDI file for electronic submission.

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Scroll to the Practitioner section.
5. Locate the specific practitioner you want to set Claim Information to and click on their name.
6. Click on Claim Information.
7. Add appropriate information such as rendering Provider NPI Number (NPI must be 10 digits), Rendering Provider Type, Rendering Provider ID, Rendering Provider Tax Type, and Rendering Provider Tax Number
8. Click Save.

By effectively managing your practitioners in Noterro, you can ensure smooth collaboration and efficient scheduling within your clinic. If you have any questions or need further assistance, our support team is always here to help.