Importing Patients

As the Admin of Noterro, you can import patients from a previous system to your Noterro clinic. Follow these steps to import their basic contact details using the patient importer.

Importing Patients

  1. Log in as the Admin.
  2. Click on the Patients icon in the top left header.
  3. Click the Three Dots next to Add Patient.
  4. Click Import Patients. You are limited to a maximum file size of 15MB and 10,000 rows. You must split up the upload if you exceed the maximum file size and rows.
  5. Review each field from the sample's first 3 rows, and map each imported field to the desirable Noterro field.
  6. Click Save.
  7. Wait for the Import to complete.

Important Notes: Once the import is complete, you will have 24 hours to bulk delete the patients if you uploaded incorrectly. Also, you may want to invite your patients using the Bulk User Invite tool which will allow them access to their Patient Portal.

Adding a New Patient

Deleting a Patient

Showing and Hiding Patients

Adding Pronouns to a Patient Profile

As the Admin of Noterro, you can import patients from a previous system to your Noterro clinic. Follow these steps to import their basic contact details using the patient importer.

Importing Patients

  1. Log in as the Admin.
  2. Click on the Patients icon in the top left header.
  3. Click the Three Dots next to Add Patient.
  4. Click Import Patients. You are limited to a maximum file size of 15MB and 10,000 rows. You must split up the upload if you exceed the maximum file size and rows.
  5. Review each field from the sample's first 3 rows, and map each imported field to the desirable Noterro field.
  6. Click Save.
  7. Wait for the Import to complete.

Important Notes: Once the import is complete, you will have 24 hours to bulk delete the patients if you uploaded incorrectly. Also, you may want to invite your patients using the Bulk User Invite tool which will allow them access to their Patient Portal.

As the Admin of Noterro, you can import patients from a previous system to your Noterro clinic. Follow these steps to import their basic contact details using the patient importer.

Importing Patients

  1. Log in as the Admin.
  2. Click on the Patients icon in the top left header.
  3. Click the Three Dots next to Add Patient.
  4. Click Import Patients. You are limited to a maximum file size of 15MB and 10,000 rows. You must split up the upload if you exceed the maximum file size and rows.
  5. Review each field from the sample's first 3 rows, and map each imported field to the desirable Noterro field.
  6. Click Save.
  7. Wait for the Import to complete.

Important Notes: Once the import is complete, you will have 24 hours to bulk delete the patients if you uploaded incorrectly. Also, you may want to invite your patients using the Bulk User Invite tool which will allow them access to their Patient Portal.

Adding a New Patient

Deleting a Patient

Showing and Hiding Patients

Adding Pronouns to a Patient Profile

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Get started with
Noterro today!

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

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice