Managing Practitioner Profile Information

Noterro provides you with the necessary tools to manage your Admin's personal settings. Let's explore each of these actions in detail.

Managing General Practitioner Settings

You can configure your name, email address that you login with, photo, signature, password and auto-login.

  1. Log in as a Practitioner.
  2. Click on either your Photo or Initials in the top right header.
  3. Click on Profile.
  4. In the General section click Edit to update your name, email, and password and set your auto-login.
  5. Update settings.
  6. Click Save.

When you set your auto-login you will not be required to select which role to login as.

Managing your Practitioner Signature

You're able to add your practitioner signature to your profile. When you do this, any invoices or clinical notes which list you as the practitioner will also have your signature automatically attached to that invoice or clinical note. Follow the steps below to set your signature.

  1. Log in as a Practitioner.
  2. Click on either your Photo or Initials in the top right header.
  3. Click on Profile.
  4. Under General Information is the Signature Pad.
  5. Click Add Signature or Edit Signature.
  6. Draw your signature and press Save.

Managing your Practitioner Profile Photo

You can add and change your profile picture by following these steps:

  1. Log in as a Practitioner.
  2. Click on either your Photo or Initials in the top right header.
  3. Click on Profile.
  4. Click the Photo icon Under General.
  5. Click Upload Photo.
  6. Select and Upload your photo.

Managing Two-Factor Authentication

When you log in you provide an email address and password. This is one "factor" in authenticating who you are. Two-factor authentication refers to using a second factor to confirm your identity, most often a phone. By utilizing Two-Factor Authentication, someone needs both your password and your phone to get access to your account. Let's explore how you set up Two-Factor Authentication:

  1. Log in as a Practitioner.
  2. Click on either your Photo or Initials in the top right header.
  3. Click on Profile.
  4. Scroll to the Two-Factor Authentication section.
  5. Click on Setup.
  6. Download the Google Authenticator app to your smartphone.
  7. Scan the QR code with the Google Authenticator.
  8. Enter the 6-digit verification code from your phone.
  9. Click on Enable Two-Factor Authentication.

After you scan the QR code a series of Backup Codes will be displayed. You can use these one-time backup codes if you lose your phone or you cannot get access to your Two-Factor codes. Please print or write these codes down because you will not be able to view them again.

Logging in with Two-Factor Authentication:

  1. Log in to your Noterro account.
  2. Obtain your Two-Factor code from Google Authenticator (keep in mind that the code expires every 30 seconds).
  3. Enter your Two-Factor code and verify.

While two-factor authentication is enabled, each time you log in you will be prompted to enter your time-sensitive code displayed in your Google Authenticator app.

Managing Auto-Logout

You can set your account that will automatically log you out after a period of inactivity.

  1. Log in as a Practitioner.
  2. Click on either your Photo or Initials in the top right header.
  3. Click on Profile.
  4. Scroll to the Auto Logout section.
  5. Select the Auto Logout Time
  6. Click Save

Adding Professional Identification Numbers

As a Practitioner, you can add one or more Professional Identification (ID) Numbers. Professional ID Numbers will appear on your receipts and finalized notes. Professional IDs can be used for a variety of different numbers. Some examples are licence numbers, National Provider Identifiers (NPI) or certificate numbers. To add a professional ID number, follow these steps:

  1. Log in as a Practitioner.
  2. Click on either your Photo or Initials in the top right header.
  3. Click on Profile.
  4. Scroll to the Professional ID Number section.
  5. Click on the Professional ID Numbers.
  6. Click Add New.
  7. Add a Label and enter your Professional Identification Number
  8. Click Save

Important to Note: Click on "Delete" to the right of the number if you want to remove it. If you delete a professional ID number it will not be reflected on any new invoices created.

Also, if you update your signature, it will not impact your previously created invoices.

Managing Practitioner Taxes

If practitioners at your clinic bill under their tax number, they can enable Taxes within their account. Once the Admin has created Clinic Taxes, practitioners can enable these taxes. This would be in the scenario where the practitioner charges a tax under their tax number, rather than the clinic's tax number.

  1. Ensure the Admin has created a Clinic Tax.
  2. Log in as a Practitioner
  3. Click the Gear icon (top right header)
  4. Click on Profile
  5. Scroll to the Practitioner Tax Section
  6. Click Add Tax Number.
  7. Check the box I want to use my own tax number.
  8. Enter the Practitioner’s tax number.
  9. Click Save.

When a practitioner has a Tax enabled, it will become available on Invoice Items. The Practitioner’s tax number will be used if they are the provider of the service item on the invoice. If no Practitioner is listed, the clinic's tax number will be used.

Notification Preferences

You can enable or disable In-App or Email Notifications that you receive as a practitioner. The two types of notification are In-App and Email. In-App notifications are visible by clicking on the Bell icon in the top right header, and email notifications will be sent to the email that is saved in the General section of your Profile.

  1. Log in as a Practitioner.
  2. Click on either your Photo or Initials in the top right header.
  3. Click on Profile.
  4. Scroll to the Notification Preferences section.
  5. Uncheck the Notifications you do not want to receive

HCFA-1500 Claim Information (American Only)

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

  1. Log in as a Practitioner.
  2. Click on either your Photo or Initials in the top right header.
  3. Click on Profile.
  4. Scroll to the HCFA-1500 Claim Information section.
  5. Enter the appropriate information such as the Rendering Provider NPI Number, Rendering Provider Type, Rendering Provider ID, Rendering Provider Tax Type, and Rendering Provider Tax Number

By effectively managing your profile information in Noterro, you can ensure security compliance your account will integrate seamlessly. If you have any questions or need further assistance, our support team is always here to help.

TELUS Health Connection (Canadian Only)

You can update or add your TELUS Health connection if the Admin has configured their TELUS Health account with Noterro. When your account is connected you will be able to submit claims through Noterro.

  1. Log in as a Practitioner.
  2. Click on either your Photo or Initials in the top right header.
  3. Click on Profile.
  4. Scroll to the TELUS eClaims section.
  5. Click on Connect, or click on the Three Dot drop-down menu to Edit or Delete your connection.
  6. Add or update your Name, Role, Issuer, License Number, Username and Password.
  7. Click Save.

Keep in mind that the Role, Issuer, and License Number must match exactly as they appear in TELUS eClaims, otherwise claims will not be submitted.

Switching Between Roles and Clinics

In the world of clinic management, you may be in a situation where you will be managing multiple roles across different clinics. By learning how to switch between your roles and clinics, you can work effectively in caring for your clients.

  1. While logged in, click on your Initials or Profile Picture on the top right next to the Gear icon.
  2. Click on Switch to change Roles (i.e. Admin, Practitioner, Assistant), or Clinics if your user account has multiple associations.

Managing Admin Profile Information

Managing Assistant Profile Information

Noterro provides you with the necessary tools to manage your Admin's personal settings. Let's explore each of these actions in detail.

Managing General Practitioner Settings

You can configure your name, email address that you login with, photo, signature, password and auto-login.

  1. Log in as a Practitioner.
  2. Click on either your Photo or Initials in the top right header.
  3. Click on Profile.
  4. In the General section click Edit to update your name, email, and password and set your auto-login.
  5. Update settings.
  6. Click Save.

When you set your auto-login you will not be required to select which role to login as.

Managing your Practitioner Signature

You're able to add your practitioner signature to your profile. When you do this, any invoices or clinical notes which list you as the practitioner will also have your signature automatically attached to that invoice or clinical note. Follow the steps below to set your signature.

  1. Log in as a Practitioner.
  2. Click on either your Photo or Initials in the top right header.
  3. Click on Profile.
  4. Under General Information is the Signature Pad.
  5. Click Add Signature or Edit Signature.
  6. Draw your signature and press Save.

Managing your Practitioner Profile Photo

You can add and change your profile picture by following these steps:

  1. Log in as a Practitioner.
  2. Click on either your Photo or Initials in the top right header.
  3. Click on Profile.
  4. Click the Photo icon Under General.
  5. Click Upload Photo.
  6. Select and Upload your photo.

Managing Two-Factor Authentication

When you log in you provide an email address and password. This is one "factor" in authenticating who you are. Two-factor authentication refers to using a second factor to confirm your identity, most often a phone. By utilizing Two-Factor Authentication, someone needs both your password and your phone to get access to your account. Let's explore how you set up Two-Factor Authentication:

  1. Log in as a Practitioner.
  2. Click on either your Photo or Initials in the top right header.
  3. Click on Profile.
  4. Scroll to the Two-Factor Authentication section.
  5. Click on Setup.
  6. Download the Google Authenticator app to your smartphone.
  7. Scan the QR code with the Google Authenticator.
  8. Enter the 6-digit verification code from your phone.
  9. Click on Enable Two-Factor Authentication.

After you scan the QR code a series of Backup Codes will be displayed. You can use these one-time backup codes if you lose your phone or you cannot get access to your Two-Factor codes. Please print or write these codes down because you will not be able to view them again.

Logging in with Two-Factor Authentication:

  1. Log in to your Noterro account.
  2. Obtain your Two-Factor code from Google Authenticator (keep in mind that the code expires every 30 seconds).
  3. Enter your Two-Factor code and verify.

While two-factor authentication is enabled, each time you log in you will be prompted to enter your time-sensitive code displayed in your Google Authenticator app.

Managing Auto-Logout

You can set your account that will automatically log you out after a period of inactivity.

  1. Log in as a Practitioner.
  2. Click on either your Photo or Initials in the top right header.
  3. Click on Profile.
  4. Scroll to the Auto Logout section.
  5. Select the Auto Logout Time
  6. Click Save

Adding Professional Identification Numbers

As a Practitioner, you can add one or more Professional Identification (ID) Numbers. Professional ID Numbers will appear on your receipts and finalized notes. Professional IDs can be used for a variety of different numbers. Some examples are licence numbers, National Provider Identifiers (NPI) or certificate numbers. To add a professional ID number, follow these steps:

  1. Log in as a Practitioner.
  2. Click on either your Photo or Initials in the top right header.
  3. Click on Profile.
  4. Scroll to the Professional ID Number section.
  5. Click on the Professional ID Numbers.
  6. Click Add New.
  7. Add a Label and enter your Professional Identification Number
  8. Click Save

Important to Note: Click on "Delete" to the right of the number if you want to remove it. If you delete a professional ID number it will not be reflected on any new invoices created.

Also, if you update your signature, it will not impact your previously created invoices.

Managing Practitioner Taxes

If practitioners at your clinic bill under their tax number, they can enable Taxes within their account. Once the Admin has created Clinic Taxes, practitioners can enable these taxes. This would be in the scenario where the practitioner charges a tax under their tax number, rather than the clinic's tax number.

  1. Ensure the Admin has created a Clinic Tax.
  2. Log in as a Practitioner
  3. Click the Gear icon (top right header)
  4. Click on Profile
  5. Scroll to the Practitioner Tax Section
  6. Click Add Tax Number.
  7. Check the box I want to use my own tax number.
  8. Enter the Practitioner’s tax number.
  9. Click Save.

When a practitioner has a Tax enabled, it will become available on Invoice Items. The Practitioner’s tax number will be used if they are the provider of the service item on the invoice. If no Practitioner is listed, the clinic's tax number will be used.

Notification Preferences

You can enable or disable In-App or Email Notifications that you receive as a practitioner. The two types of notification are In-App and Email. In-App notifications are visible by clicking on the Bell icon in the top right header, and email notifications will be sent to the email that is saved in the General section of your Profile.

  1. Log in as a Practitioner.
  2. Click on either your Photo or Initials in the top right header.
  3. Click on Profile.
  4. Scroll to the Notification Preferences section.
  5. Uncheck the Notifications you do not want to receive

HCFA-1500 Claim Information (American Only)

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

  1. Log in as a Practitioner.
  2. Click on either your Photo or Initials in the top right header.
  3. Click on Profile.
  4. Scroll to the HCFA-1500 Claim Information section.
  5. Enter the appropriate information such as the Rendering Provider NPI Number, Rendering Provider Type, Rendering Provider ID, Rendering Provider Tax Type, and Rendering Provider Tax Number

By effectively managing your profile information in Noterro, you can ensure security compliance your account will integrate seamlessly. If you have any questions or need further assistance, our support team is always here to help.

TELUS Health Connection (Canadian Only)

You can update or add your TELUS Health connection if the Admin has configured their TELUS Health account with Noterro. When your account is connected you will be able to submit claims through Noterro.

  1. Log in as a Practitioner.
  2. Click on either your Photo or Initials in the top right header.
  3. Click on Profile.
  4. Scroll to the TELUS eClaims section.
  5. Click on Connect, or click on the Three Dot drop-down menu to Edit or Delete your connection.
  6. Add or update your Name, Role, Issuer, License Number, Username and Password.
  7. Click Save.

Keep in mind that the Role, Issuer, and License Number must match exactly as they appear in TELUS eClaims, otherwise claims will not be submitted.

Switching Between Roles and Clinics

In the world of clinic management, you may be in a situation where you will be managing multiple roles across different clinics. By learning how to switch between your roles and clinics, you can work effectively in caring for your clients.

  1. While logged in, click on your Initials or Profile Picture on the top right next to the Gear icon.
  2. Click on Switch to change Roles (i.e. Admin, Practitioner, Assistant), or Clinics if your user account has multiple associations.

Noterro provides you with the necessary tools to manage your Admin's personal settings. Let's explore each of these actions in detail.

Managing General Practitioner Settings

You can configure your name, email address that you login with, photo, signature, password and auto-login.

  1. Log in as a Practitioner.
  2. Click on either your Photo or Initials in the top right header.
  3. Click on Profile.
  4. In the General section click Edit to update your name, email, and password and set your auto-login.
  5. Update settings.
  6. Click Save.

When you set your auto-login you will not be required to select which role to login as.

Managing your Practitioner Signature

You're able to add your practitioner signature to your profile. When you do this, any invoices or clinical notes which list you as the practitioner will also have your signature automatically attached to that invoice or clinical note. Follow the steps below to set your signature.

  1. Log in as a Practitioner.
  2. Click on either your Photo or Initials in the top right header.
  3. Click on Profile.
  4. Under General Information is the Signature Pad.
  5. Click Add Signature or Edit Signature.
  6. Draw your signature and press Save.

Managing your Practitioner Profile Photo

You can add and change your profile picture by following these steps:

  1. Log in as a Practitioner.
  2. Click on either your Photo or Initials in the top right header.
  3. Click on Profile.
  4. Click the Photo icon Under General.
  5. Click Upload Photo.
  6. Select and Upload your photo.

Managing Two-Factor Authentication

When you log in you provide an email address and password. This is one "factor" in authenticating who you are. Two-factor authentication refers to using a second factor to confirm your identity, most often a phone. By utilizing Two-Factor Authentication, someone needs both your password and your phone to get access to your account. Let's explore how you set up Two-Factor Authentication:

  1. Log in as a Practitioner.
  2. Click on either your Photo or Initials in the top right header.
  3. Click on Profile.
  4. Scroll to the Two-Factor Authentication section.
  5. Click on Setup.
  6. Download the Google Authenticator app to your smartphone.
  7. Scan the QR code with the Google Authenticator.
  8. Enter the 6-digit verification code from your phone.
  9. Click on Enable Two-Factor Authentication.

After you scan the QR code a series of Backup Codes will be displayed. You can use these one-time backup codes if you lose your phone or you cannot get access to your Two-Factor codes. Please print or write these codes down because you will not be able to view them again.

Logging in with Two-Factor Authentication:

  1. Log in to your Noterro account.
  2. Obtain your Two-Factor code from Google Authenticator (keep in mind that the code expires every 30 seconds).
  3. Enter your Two-Factor code and verify.

While two-factor authentication is enabled, each time you log in you will be prompted to enter your time-sensitive code displayed in your Google Authenticator app.

Managing Auto-Logout

You can set your account that will automatically log you out after a period of inactivity.

  1. Log in as a Practitioner.
  2. Click on either your Photo or Initials in the top right header.
  3. Click on Profile.
  4. Scroll to the Auto Logout section.
  5. Select the Auto Logout Time
  6. Click Save

Adding Professional Identification Numbers

As a Practitioner, you can add one or more Professional Identification (ID) Numbers. Professional ID Numbers will appear on your receipts and finalized notes. Professional IDs can be used for a variety of different numbers. Some examples are licence numbers, National Provider Identifiers (NPI) or certificate numbers. To add a professional ID number, follow these steps:

  1. Log in as a Practitioner.
  2. Click on either your Photo or Initials in the top right header.
  3. Click on Profile.
  4. Scroll to the Professional ID Number section.
  5. Click on the Professional ID Numbers.
  6. Click Add New.
  7. Add a Label and enter your Professional Identification Number
  8. Click Save

Important to Note: Click on "Delete" to the right of the number if you want to remove it. If you delete a professional ID number it will not be reflected on any new invoices created.

Also, if you update your signature, it will not impact your previously created invoices.

Managing Practitioner Taxes

If practitioners at your clinic bill under their tax number, they can enable Taxes within their account. Once the Admin has created Clinic Taxes, practitioners can enable these taxes. This would be in the scenario where the practitioner charges a tax under their tax number, rather than the clinic's tax number.

  1. Ensure the Admin has created a Clinic Tax.
  2. Log in as a Practitioner
  3. Click the Gear icon (top right header)
  4. Click on Profile
  5. Scroll to the Practitioner Tax Section
  6. Click Add Tax Number.
  7. Check the box I want to use my own tax number.
  8. Enter the Practitioner’s tax number.
  9. Click Save.

When a practitioner has a Tax enabled, it will become available on Invoice Items. The Practitioner’s tax number will be used if they are the provider of the service item on the invoice. If no Practitioner is listed, the clinic's tax number will be used.

Notification Preferences

You can enable or disable In-App or Email Notifications that you receive as a practitioner. The two types of notification are In-App and Email. In-App notifications are visible by clicking on the Bell icon in the top right header, and email notifications will be sent to the email that is saved in the General section of your Profile.

  1. Log in as a Practitioner.
  2. Click on either your Photo or Initials in the top right header.
  3. Click on Profile.
  4. Scroll to the Notification Preferences section.
  5. Uncheck the Notifications you do not want to receive

HCFA-1500 Claim Information (American Only)

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

  1. Log in as a Practitioner.
  2. Click on either your Photo or Initials in the top right header.
  3. Click on Profile.
  4. Scroll to the HCFA-1500 Claim Information section.
  5. Enter the appropriate information such as the Rendering Provider NPI Number, Rendering Provider Type, Rendering Provider ID, Rendering Provider Tax Type, and Rendering Provider Tax Number

By effectively managing your profile information in Noterro, you can ensure security compliance your account will integrate seamlessly. If you have any questions or need further assistance, our support team is always here to help.

TELUS Health Connection (Canadian Only)

You can update or add your TELUS Health connection if the Admin has configured their TELUS Health account with Noterro. When your account is connected you will be able to submit claims through Noterro.

  1. Log in as a Practitioner.
  2. Click on either your Photo or Initials in the top right header.
  3. Click on Profile.
  4. Scroll to the TELUS eClaims section.
  5. Click on Connect, or click on the Three Dot drop-down menu to Edit or Delete your connection.
  6. Add or update your Name, Role, Issuer, License Number, Username and Password.
  7. Click Save.

Keep in mind that the Role, Issuer, and License Number must match exactly as they appear in TELUS eClaims, otherwise claims will not be submitted.

Switching Between Roles and Clinics

In the world of clinic management, you may be in a situation where you will be managing multiple roles across different clinics. By learning how to switch between your roles and clinics, you can work effectively in caring for your clients.

  1. While logged in, click on your Initials or Profile Picture on the top right next to the Gear icon.
  2. Click on Switch to change Roles (i.e. Admin, Practitioner, Assistant), or Clinics if your user account has multiple associations.

Managing Admin Profile Information

Managing Assistant Profile Information

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming