How Clinicians Manage Third-Party Integrations with Noterro

As an Admin of Noterro, you can integrate third party services into your Clinic. Noterro offers integrations with MailChimp, Telus eClaims, Google Calendar, Google Translate, Square, Bambora and Availity. Let's explore each of these integrations.

Mailchimp Integration

Mailchimp is an email marketing software (EMS) that allows you to send mass emails and newsletters to your Patients and Clients. After you send out your email marketing campaign, you have the ability to share it on social networks such as Twitter or Facebook.

Your Patient's emails are synced to your Mailchimp audience list. From there, you can send them mass emails through any email campaigns created in Mailchimp. At the time of writing this, Mailchimp offers a free account that allows you to send up to 1,000 emails to 500 Patients per month (only patients with email addresses will be included). If you exceed these limits, you must subscribe to 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 left sidebar
4. Click on Manage Audience on the Dashboard
5. Click on the Settings
6. Select Audience name and campaign defaults (you may want to change the Audience name)
7. Check all the Form Settings boxes (Enable double opt-in, Enable re-CAPTCHA, Enable GDPR fields)
8. Customize Campaign defaults and New subscriber notifications to your preference.
9. Click Save Audience And Campaigns Defaults
10. After you click Save Audience And Campaigns Defaults, copy and paste the Audience ID. You will need to paste this into Noterro.
    

1. Click on your Initial in the top right corner.
2. Select Account & biling.
3. Click Extras, then click API Keys
   
4. Under API Keys selcet Create a Key
   
5. Copy the API Key
   
6. Login to Noterro as the Admin.
7. Click on the Gear icon in the top right header.
8. Click on Integrations.
9. Click on Connect in the Mailchimp section.
10. Add your Audience ID from step 10 and your API key from step 14.
11. Click Save.
12. And that's it! It may take a few minutes for MailChimp to load your contacts.

Disconnecting your Noterro account from Mailchimp

If you want to remove the integration, 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.