Managing Admin 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.

Manage General Information

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

  1. Log in as an Admin.
  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.

Manage 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 an Admin.
  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.

Manage Auto-Logout

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

  1. Log in as an Admin.
  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

Notification Preferences

You can enable or disable In-App or Email Notifications that you receive. 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 an Admin.
  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

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 an Admin.
  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, Username and Password.
  7. Click Save.

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 Practitioner 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.

Manage General Information

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

  1. Log in as an Admin.
  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.

Manage 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 an Admin.
  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.

Manage Auto-Logout

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

  1. Log in as an Admin.
  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

Notification Preferences

You can enable or disable In-App or Email Notifications that you receive. 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 an Admin.
  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

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 an Admin.
  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, Username and Password.
  7. Click Save.

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.

Manage General Information

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

  1. Log in as an Admin.
  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.

Manage 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 an Admin.
  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.

Manage Auto-Logout

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

  1. Log in as an Admin.
  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

Notification Preferences

You can enable or disable In-App or Email Notifications that you receive. 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 an Admin.
  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

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 an Admin.
  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, Username and Password.
  7. Click Save.

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 Practitioner 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