Accessing the Setup Checklist in Noterro

When you create a Noterro account, the Setup Checklist will guide you through configuring your account. The checklist ensures you complete all the essential tasks to start smoothly.

How to Access the Setup Checklist

  1. Log in as Admin.
  2. Locate Setup button on the top right header. It includes ten essential tasks for setting up your account.

How to Access the Setup Checklist From the Home Page

  1. Log in as the Admin.
  2. Click Home in the top left header.
  3. Locate Setup Check List. It includes ten essential tasks for setting up your account.
  4. Click the View Checklist button to see the list of tasks.

Completing Tasks on the Checklist

After completing each task, simply check the corresponding box in the checklist. If you need more information about a specific task, click the Learn More button next to it.

Important Note: Once you have completed all ten tasks, the Setup Checklist will no longer appear on your Home page.

Managing Your Noterro Subscription

Noterro Subscription Plans

Creating a Test Patient Account in Noterro

How to Log In / Sign Up

Navigating the Headers for Desktop & Mobile

Merging Two Noterro Clinics

Requesting Support, Demos, Account Audits and Setup Calls

Creating a New Clinic with an Existing Noterro Account

How Much Does Noterro Cost?

Installing the Noterro App

When you create a Noterro account, the Setup Checklist will guide you through configuring your account. The checklist ensures you complete all the essential tasks to start smoothly.

How to Access the Setup Checklist

  1. Log in as Admin.
  2. Locate Setup button on the top right header. It includes ten essential tasks for setting up your account.

How to Access the Setup Checklist From the Home Page

  1. Log in as the Admin.
  2. Click Home in the top left header.
  3. Locate Setup Check List. It includes ten essential tasks for setting up your account.
  4. Click the View Checklist button to see the list of tasks.

Completing Tasks on the Checklist

After completing each task, simply check the corresponding box in the checklist. If you need more information about a specific task, click the Learn More button next to it.

Important Note: Once you have completed all ten tasks, the Setup Checklist will no longer appear on your Home page.

When you create a Noterro account, the Setup Checklist will guide you through configuring your account. The checklist ensures you complete all the essential tasks to start smoothly.

How to Access the Setup Checklist

  1. Log in as Admin.
  2. Locate Setup button on the top right header. It includes ten essential tasks for setting up your account.

How to Access the Setup Checklist From the Home Page

  1. Log in as the Admin.
  2. Click Home in the top left header.
  3. Locate Setup Check List. It includes ten essential tasks for setting up your account.
  4. Click the View Checklist button to see the list of tasks.

Completing Tasks on the Checklist

After completing each task, simply check the corresponding box in the checklist. If you need more information about a specific task, click the Learn More button next to it.

Important Note: Once you have completed all ten tasks, the Setup Checklist will no longer appear on your Home page.

Managing Your Noterro Subscription

Noterro Subscription Plans

Creating a Test Patient Account in Noterro

How to Log In / Sign Up

Navigating the Headers for Desktop & Mobile

Merging Two Noterro Clinics

Requesting Support, Demos, Account Audits and Setup Calls

Creating a New Clinic with an Existing Noterro Account

How Much Does Noterro Cost?

Installing the Noterro App

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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