Portal User Accounts for Online Booking

When someone books for the first time online, they must set up a user account. A portal user account allows someone to log in, book online and manage their appointments. However, sometimes users will need the ability to allow family members (e.g. a Guardian or Parent) to manage appointments on their behalf (e.g. a Dependent or Child). User Accounts will allow you to do this.

Existing Patients in your clinic have Patient profiles. When an existing Patient books online for the first time and creates a portal user account, they appear on your dashboard under New Portal Accounts Registrations. It's important to merge them with an existing Patient profile. If you don't, you will have duplicate Patient profiles.

Create Portal Account for Patient

1. Log in as the Admin or Practitioner.
2. Click Patients (top left header).
3. Click on the Patient's name for who you wish to invite users to manage appointments.
4. Click on Portal Accounts.
5. Click the Add User.
6. Add Email.
7. The intended recipient will receive an email to create a new account or log in to an existing account to accept the invitation to create that connection.
8. Click on the Black Triangle to either Resend the invitation, send Link directly from your email, or Delete the invitation.

Important Note: Sometimes, merging a new user account with an existing Patient profile is essential. Not merging similar profiles will often result in duplicate profiles. Remember that Patients cannot book appointments online without creating an account. However, if they prefer to avoid making an account online, the clinic can add them and book appointments manually in Noterro instead.

Create Portal Account for Family Member

1. Log in as the Admin or Practitioner.
2. Search the Family Member name in the search bar.
3. Click on the Patient's name who you wish to be added onto a Family Member Portal Account.
4. Click on Portal Accounts.
5. Click the Add User.
6. Add the Email of the main Portal Account User (i.e. You are on the Childs Profile but you will be adding the Parents Email).
7. The intended recipient will receive an email to create a new account or log in to an existing account to accept the invitation to create that connection.
8. Click on the Black Triangle to either Resend the invitation, send Link directly from your email, or Delete the invitation.

Important Note: When the Parent logs into their Portal Account they now have the option to select their own profile or their child's profile. They can go between accounts by clicking on the Profile Icon.