Managing Integrations

As an Admin of Noterro, you have the power to integrate 3rd party services into your clinic. Let's explore each of these options and how to integrate them.

MailChimp Integration

MailChimp is a simple email marketing software (EMS) that allows you to create newsletters of varying types and then provides simple options for sharing them on social networks such as Twitter or Facebook, making it your platform for publishing your newsletter. With this integration, as patients are added or updated in Noterro, they will be synced to your Mailchimp audience. From there you can send email campaigns to them. At the time of writing this, MailChimp has a free account that allows you up to 500 patients, and up to 1,000 emails per month (only patients with email addresses will count). If you go above these limits, you will need to go on a paid plan with MailChimp.

Connecting your Noterro account to Mailchimp

Just follow these steps to connect Noterro to your Mailchimp account.

  1. Sign up for a Mailchimp account if you don't already have one.
  2. Login into your Mailchimp account
  3. Click on Audience in the sidebar
Audience
  1. Click Preference Center
  2. Click Segments
  3. Click on the Settings tab
  4. Click on the Audience name and defaults (you may want to change the Audience name)
  5. Check all the Form Settings boxes (Enable double opt-in, Enable re-CAPTCHA, Enable GDPR fields)
  6. Customize Campaign defaults and New subscriber notifications to your preference
  7. Click Save Audience And Campaigns Defaults
  8. After you click Save Audience And Campaigns Defaults, note the Audience ID, you will need this later
Audience ID
  1. In the bottom left corner, click your Initial, then Account.
Initial

  1. Click Extras then click API Keys
Extras

  1. Under API Keys click Create a Key
API Keys
  1. Copy the API Key

  1. Login to Noterro as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Click on Integrations.
  4. Click on Connect in the Mailchimp section.
  5. Add in your Audience ID from step 10 and your API key from step 14.
  6. Click Save.
  7. And that's it! It may take a few minutes for MailChimp to load your contacts.

Disconnecting your Noterro account from Mailchimp

If you would like to remove the integration, you can enter a blank MailChimp API key and a blank MailChimp List Name, and click Save.

  1. Login to Noterro as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Click on Integrations.
  4. Click on View Settings in the Mailchimp section.
  5. Enter a blank MailChimp API key and a blank MailChimp List Name, and click Save.

Unsubscribing Mailchimp Audience Members

Follow these steps to unsubscribe people from your Mailchimp Audience.

TELUS eClaims (Canadian Only)

Connect your Noterro account to TELUS eClaims to streamline insurance billing. As the admin, you can configure your TELUS integration on the Insurance settings page.

Google Calendar

Practitioners can view their appointments, group bookings and breaks within Google Calendar by connecting Noterro to Google Calendar. Only practitioners can integrate their Noterro calendar with their Google calendar. They would need to log in and navigate to the Calendar settings section.

Google Translate

Give your patients/clients the ability to interact with your app or forms in their preferred language. As the admin, you can configure Google Translate when you are setting up your Web Portal or Form templates.

Square

Square allows you to accept payments quickly and in person on iOS and Android. Square has hardware solutions that let you ring up items quickly in your clinic and on the go. You will be able to securely process payments in person within Noterro. As the admin, you can configure your Square integration on the Billing settings page.

Bambora

You will be able to securely store and process client credit card payments from within your Noterro. Credit card numbers are never stored on Noterro and only with Bambora. As the admin, you can configure your Bambora integration on the Billing settings page.

Availity (American Only)

Availity makes it easy to work with payers, from the first check of a patient's/client's eligibility through the final resolution of your reimbursement. Connecting to Availity will allow you to submit electronic insurance claims. As the admin, you can configure your Availity integration on the Insurance settings page.

No items found.

As an Admin of Noterro, you have the power to integrate 3rd party services into your clinic. Let's explore each of these options and how to integrate them.

MailChimp Integration

MailChimp is a simple email marketing software (EMS) that allows you to create newsletters of varying types and then provides simple options for sharing them on social networks such as Twitter or Facebook, making it your platform for publishing your newsletter. With this integration, as patients are added or updated in Noterro, they will be synced to your Mailchimp audience. From there you can send email campaigns to them. At the time of writing this, MailChimp has a free account that allows you up to 500 patients, and up to 1,000 emails per month (only patients with email addresses will count). If you go above these limits, you will need to go on a paid plan with MailChimp.

Connecting your Noterro account to Mailchimp

Just follow these steps to connect Noterro to your Mailchimp account.

  1. Sign up for a Mailchimp account if you don't already have one.
  2. Login into your Mailchimp account
  3. Click on Audience in the sidebar
Audience
  1. Click Preference Center
  2. Click Segments
  3. Click on the Settings tab
  4. Click on the Audience name and defaults (you may want to change the Audience name)
  5. Check all the Form Settings boxes (Enable double opt-in, Enable re-CAPTCHA, Enable GDPR fields)
  6. Customize Campaign defaults and New subscriber notifications to your preference
  7. Click Save Audience And Campaigns Defaults
  8. After you click Save Audience And Campaigns Defaults, note the Audience ID, you will need this later
Audience ID
  1. In the bottom left corner, click your Initial, then Account.
Initial

  1. Click Extras then click API Keys
Extras

  1. Under API Keys click Create a Key
API Keys
  1. Copy the API Key

  1. Login to Noterro as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Click on Integrations.
  4. Click on Connect in the Mailchimp section.
  5. Add in your Audience ID from step 10 and your API key from step 14.
  6. Click Save.
  7. And that's it! It may take a few minutes for MailChimp to load your contacts.

Disconnecting your Noterro account from Mailchimp

If you would like to remove the integration, you can enter a blank MailChimp API key and a blank MailChimp List Name, and click Save.

  1. Login to Noterro as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Click on Integrations.
  4. Click on View Settings in the Mailchimp section.
  5. Enter a blank MailChimp API key and a blank MailChimp List Name, and click Save.

Unsubscribing Mailchimp Audience Members

Follow these steps to unsubscribe people from your Mailchimp Audience.

TELUS eClaims (Canadian Only)

Connect your Noterro account to TELUS eClaims to streamline insurance billing. As the admin, you can configure your TELUS integration on the Insurance settings page.

Google Calendar

Practitioners can view their appointments, group bookings and breaks within Google Calendar by connecting Noterro to Google Calendar. Only practitioners can integrate their Noterro calendar with their Google calendar. They would need to log in and navigate to the Calendar settings section.

Google Translate

Give your patients/clients the ability to interact with your app or forms in their preferred language. As the admin, you can configure Google Translate when you are setting up your Web Portal or Form templates.

Square

Square allows you to accept payments quickly and in person on iOS and Android. Square has hardware solutions that let you ring up items quickly in your clinic and on the go. You will be able to securely process payments in person within Noterro. As the admin, you can configure your Square integration on the Billing settings page.

Bambora

You will be able to securely store and process client credit card payments from within your Noterro. Credit card numbers are never stored on Noterro and only with Bambora. As the admin, you can configure your Bambora integration on the Billing settings page.

Availity (American Only)

Availity makes it easy to work with payers, from the first check of a patient's/client's eligibility through the final resolution of your reimbursement. Connecting to Availity will allow you to submit electronic insurance claims. As the admin, you can configure your Availity integration on the Insurance settings page.

No items found.

As an Admin of Noterro, you have the power to integrate 3rd party services into your clinic. Let's explore each of these options and how to integrate them.

MailChimp Integration

MailChimp is a simple email marketing software (EMS) that allows you to create newsletters of varying types and then provides simple options for sharing them on social networks such as Twitter or Facebook, making it your platform for publishing your newsletter. With this integration, as patients are added or updated in Noterro, they will be synced to your Mailchimp audience. From there you can send email campaigns to them. At the time of writing this, MailChimp has a free account that allows you up to 500 patients, and up to 1,000 emails per month (only patients with email addresses will count). If you go above these limits, you will need to go on a paid plan with MailChimp.

Connecting your Noterro account to Mailchimp

Just follow these steps to connect Noterro to your Mailchimp account.

  1. Sign up for a Mailchimp account if you don't already have one.
  2. Login into your Mailchimp account
  3. Click on Audience in the sidebar
Audience
  1. Click Preference Center
  2. Click Segments
  3. Click on the Settings tab
  4. Click on the Audience name and defaults (you may want to change the Audience name)
  5. Check all the Form Settings boxes (Enable double opt-in, Enable re-CAPTCHA, Enable GDPR fields)
  6. Customize Campaign defaults and New subscriber notifications to your preference
  7. Click Save Audience And Campaigns Defaults
  8. After you click Save Audience And Campaigns Defaults, note the Audience ID, you will need this later
Audience ID
  1. In the bottom left corner, click your Initial, then Account.
Initial

  1. Click Extras then click API Keys
Extras

  1. Under API Keys click Create a Key
API Keys
  1. Copy the API Key

  1. Login to Noterro as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Click on Integrations.
  4. Click on Connect in the Mailchimp section.
  5. Add in your Audience ID from step 10 and your API key from step 14.
  6. Click Save.
  7. And that's it! It may take a few minutes for MailChimp to load your contacts.

Disconnecting your Noterro account from Mailchimp

If you would like to remove the integration, you can enter a blank MailChimp API key and a blank MailChimp List Name, and click Save.

  1. Login to Noterro as the Admin.
  2. Click on the Gear icon in the top right header.
  3. Click on Integrations.
  4. Click on View Settings in the Mailchimp section.
  5. Enter a blank MailChimp API key and a blank MailChimp List Name, and click Save.

Unsubscribing Mailchimp Audience Members

Follow these steps to unsubscribe people from your Mailchimp Audience.

TELUS eClaims (Canadian Only)

Connect your Noterro account to TELUS eClaims to streamline insurance billing. As the admin, you can configure your TELUS integration on the Insurance settings page.

Google Calendar

Practitioners can view their appointments, group bookings and breaks within Google Calendar by connecting Noterro to Google Calendar. Only practitioners can integrate their Noterro calendar with their Google calendar. They would need to log in and navigate to the Calendar settings section.

Google Translate

Give your patients/clients the ability to interact with your app or forms in their preferred language. As the admin, you can configure Google Translate when you are setting up your Web Portal or Form templates.

Square

Square allows you to accept payments quickly and in person on iOS and Android. Square has hardware solutions that let you ring up items quickly in your clinic and on the go. You will be able to securely process payments in person within Noterro. As the admin, you can configure your Square integration on the Billing settings page.

Bambora

You will be able to securely store and process client credit card payments from within your Noterro. Credit card numbers are never stored on Noterro and only with Bambora. As the admin, you can configure your Bambora integration on the Billing settings page.

Availity (American Only)

Availity makes it easy to work with payers, from the first check of a patient's/client's eligibility through the final resolution of your reimbursement. Connecting to Availity will allow you to submit electronic insurance claims. As the admin, you can configure your Availity integration on the Insurance settings page.

No items found.

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