Navigating the Header Icons: Desktop & Mobile

The navigation bar icons are the gateways to Noterro's features and functionalities. We'll explore each of these icons and their intended purposes below.

Desktop Icons

These icons displayed across a desktop's top navigation bar go from left to right. Please note the three specific icons below that are only visible to the account Administrator.

  1. Dashboard
  2. Calendar
  3. Patients/Clients
  4. Billing
  5. Reports (admin only)
  6. Add New
  7. Search Bar
  8. Subscribe (admin only during the free trial)
  9. Help
  10. In-app Notifications
  11. Settings (admin only)
  12. Personal Settings

Mobile Icons

Half of these icons will be displayed across the top when you're on a mobile device, with the remaining at the bottom of your screen —going from left to right. Again, please note the three icons that are only visible to the account Administrator.

Top Mobile Icons

  1. Add New
  2. Search Bar
  3. Help
  4. In-app Notifications
  5. Settings (admin only)
  6. Personal Settings

Bottom Mobile Icons

  1. Dashboard
  2. Calendar
  3. Patients/Clients
  4. Billing
  5. Reports (admin only)
  6. Subscribe (admin only during the free trial)

Dashboard

Think of the dashboard as a daily snapshot. It showcases upcoming daily appointments and any actions needed for outstanding items such as incomplete forms, pending registrations, unpaid membership invoices, and draft clinical notes that require finalizing.

Calendar

This popular view is typically where most Administrators and Practitioners work from. It provides the ability to manage appointments, classes, breaks and waitlists. You can apply various calendar filters to focus on specified time ranges in each practitioner's calendar.

Patients/Clients

This section is where you can add and manage labels and patients and filter patients based on the first letter of their last name.

Billing

This area is the go-to place for all your billing-related needs, including viewing transactions and adding invoices. The billing section also allows adding packages and memberships to a patient profile and managing insurer payments.

Reports

This section outlines all the in-app report types readily available for the account administrator. In this view, you can export invoices to external accounting software tools like QuickBooks and Xero.

Add New

This functionality allows you to add new patients, packages, memberships, invoices, and various payment methods to invoices.

Search Bar

The search bar feature is self-explanatory. It's where you find patient details, invoices, payments and labels.

Subscribe

This is where the account administrator turns the free trial into a recurring monthly paid Noterro subscription. This icon is no longer visible after that.

Help

The help icon is your handy support resource locater. Whenever you're feeling stuck and looking for support, pop in here. You'll notice a search bar connecting to our Help Centre and other resources, including video tutorials.

In-App Notifications

The name of this feature says it all. The notification area is where you get your eyes on all your in-app messages —such as form completion notifications—directly within the application.

Settings

The Settings feature is where the account administrator manages your clinic's base setup details, including billing, calendar, insurance, the web portal & app, form templates, packages, memberships, integrations, and changes to your Noterro subscription. Also, the Gear Icon/settings is only visible to the Admin account.

Personal Settings

Personal Settings allows you to switch between clinics and roles (i.e. Admin vs. Practitioner). It enables you to manage your profile, general settings, password, and photo changes. You can also set up the recommended two-factor authentication, manage your automatic log-out criteria, set notification preferences, and view your connection to Telus eClaims if you operate in Canada.

If you have any questions or need support, contact support@noterro.com

Merging Two Noterro Clinics

Phone Support, Account Navigation and Account Setup Audit

Creating a New Clinic with an Existing Noterro Account

How Much Does Noterro Cost

Installing the Noterro App

The navigation bar icons are the gateways to Noterro's features and functionalities. We'll explore each of these icons and their intended purposes below.

Desktop Icons

These icons displayed across a desktop's top navigation bar go from left to right. Please note the three specific icons below that are only visible to the account Administrator.

  1. Dashboard
  2. Calendar
  3. Patients/Clients
  4. Billing
  5. Reports (admin only)
  6. Add New
  7. Search Bar
  8. Subscribe (admin only during the free trial)
  9. Help
  10. In-app Notifications
  11. Settings (admin only)
  12. Personal Settings

Mobile Icons

Half of these icons will be displayed across the top when you're on a mobile device, with the remaining at the bottom of your screen —going from left to right. Again, please note the three icons that are only visible to the account Administrator.

Top Mobile Icons

  1. Add New
  2. Search Bar
  3. Help
  4. In-app Notifications
  5. Settings (admin only)
  6. Personal Settings

Bottom Mobile Icons

  1. Dashboard
  2. Calendar
  3. Patients/Clients
  4. Billing
  5. Reports (admin only)
  6. Subscribe (admin only during the free trial)

Dashboard

Think of the dashboard as a daily snapshot. It showcases upcoming daily appointments and any actions needed for outstanding items such as incomplete forms, pending registrations, unpaid membership invoices, and draft clinical notes that require finalizing.

Calendar

This popular view is typically where most Administrators and Practitioners work from. It provides the ability to manage appointments, classes, breaks and waitlists. You can apply various calendar filters to focus on specified time ranges in each practitioner's calendar.

Patients/Clients

This section is where you can add and manage labels and patients and filter patients based on the first letter of their last name.

Billing

This area is the go-to place for all your billing-related needs, including viewing transactions and adding invoices. The billing section also allows adding packages and memberships to a patient profile and managing insurer payments.

Reports

This section outlines all the in-app report types readily available for the account administrator. In this view, you can export invoices to external accounting software tools like QuickBooks and Xero.

Add New

This functionality allows you to add new patients, packages, memberships, invoices, and various payment methods to invoices.

Search Bar

The search bar feature is self-explanatory. It's where you find patient details, invoices, payments and labels.

Subscribe

This is where the account administrator turns the free trial into a recurring monthly paid Noterro subscription. This icon is no longer visible after that.

Help

The help icon is your handy support resource locater. Whenever you're feeling stuck and looking for support, pop in here. You'll notice a search bar connecting to our Help Centre and other resources, including video tutorials.

In-App Notifications

The name of this feature says it all. The notification area is where you get your eyes on all your in-app messages —such as form completion notifications—directly within the application.

Settings

The Settings feature is where the account administrator manages your clinic's base setup details, including billing, calendar, insurance, the web portal & app, form templates, packages, memberships, integrations, and changes to your Noterro subscription. Also, the Gear Icon/settings is only visible to the Admin account.

Personal Settings

Personal Settings allows you to switch between clinics and roles (i.e. Admin vs. Practitioner). It enables you to manage your profile, general settings, password, and photo changes. You can also set up the recommended two-factor authentication, manage your automatic log-out criteria, set notification preferences, and view your connection to Telus eClaims if you operate in Canada.

If you have any questions or need support, contact support@noterro.com

The navigation bar icons are the gateways to Noterro's features and functionalities. We'll explore each of these icons and their intended purposes below.

Desktop Icons

These icons displayed across a desktop's top navigation bar go from left to right. Please note the three specific icons below that are only visible to the account Administrator.

  1. Dashboard
  2. Calendar
  3. Patients/Clients
  4. Billing
  5. Reports (admin only)
  6. Add New
  7. Search Bar
  8. Subscribe (admin only during the free trial)
  9. Help
  10. In-app Notifications
  11. Settings (admin only)
  12. Personal Settings

Mobile Icons

Half of these icons will be displayed across the top when you're on a mobile device, with the remaining at the bottom of your screen —going from left to right. Again, please note the three icons that are only visible to the account Administrator.

Top Mobile Icons

  1. Add New
  2. Search Bar
  3. Help
  4. In-app Notifications
  5. Settings (admin only)
  6. Personal Settings

Bottom Mobile Icons

  1. Dashboard
  2. Calendar
  3. Patients/Clients
  4. Billing
  5. Reports (admin only)
  6. Subscribe (admin only during the free trial)

Dashboard

Think of the dashboard as a daily snapshot. It showcases upcoming daily appointments and any actions needed for outstanding items such as incomplete forms, pending registrations, unpaid membership invoices, and draft clinical notes that require finalizing.

Calendar

This popular view is typically where most Administrators and Practitioners work from. It provides the ability to manage appointments, classes, breaks and waitlists. You can apply various calendar filters to focus on specified time ranges in each practitioner's calendar.

Patients/Clients

This section is where you can add and manage labels and patients and filter patients based on the first letter of their last name.

Billing

This area is the go-to place for all your billing-related needs, including viewing transactions and adding invoices. The billing section also allows adding packages and memberships to a patient profile and managing insurer payments.

Reports

This section outlines all the in-app report types readily available for the account administrator. In this view, you can export invoices to external accounting software tools like QuickBooks and Xero.

Add New

This functionality allows you to add new patients, packages, memberships, invoices, and various payment methods to invoices.

Search Bar

The search bar feature is self-explanatory. It's where you find patient details, invoices, payments and labels.

Subscribe

This is where the account administrator turns the free trial into a recurring monthly paid Noterro subscription. This icon is no longer visible after that.

Help

The help icon is your handy support resource locater. Whenever you're feeling stuck and looking for support, pop in here. You'll notice a search bar connecting to our Help Centre and other resources, including video tutorials.

In-App Notifications

The name of this feature says it all. The notification area is where you get your eyes on all your in-app messages —such as form completion notifications—directly within the application.

Settings

The Settings feature is where the account administrator manages your clinic's base setup details, including billing, calendar, insurance, the web portal & app, form templates, packages, memberships, integrations, and changes to your Noterro subscription. Also, the Gear Icon/settings is only visible to the Admin account.

Personal Settings

Personal Settings allows you to switch between clinics and roles (i.e. Admin vs. Practitioner). It enables you to manage your profile, general settings, password, and photo changes. You can also set up the recommended two-factor authentication, manage your automatic log-out criteria, set notification preferences, and view your connection to Telus eClaims if you operate in Canada.

If you have any questions or need support, contact support@noterro.com

Merging Two Noterro Clinics

Phone Support, Account Navigation and Account Setup Audit

Creating a New Clinic with an Existing Noterro Account

How Much Does Noterro Cost

Installing the Noterro App

calendar date picker

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