Patient/Client User Accounts for Online Booking

User accounts allow people to log in online and manage their appointments. Sometimes you need the ability to allow family members (i.e. Parent) to manage appointments on behalf of another family member (i.e. Child). User Accounts will allow you to do this.

When someone new books for the first time online they are required to set up a user account. A user account allows someone to book online.

The existing clients in your clinic have patient/client profiles. When an existing patient/client books online for the first time and creates a user account they will show up on your dashboard under Online Patient/Client Registrations. It is important to merge them with an existing client profile. If you do not, you will have duplicate client profiles.

  1. Log in Admin
  2. Click on the name of the Patient that you want to invite Users to manage that Patient's appointments
  3. Click on Users Accounts
  4. Click the Add User
  5. Add Email
  6. The intended recipient will receive an email to create a new account or login into an existing account to accept the invitation to create that connection
  7. Click on the Black Triangle to Resend the invitation, get the Link and send it directly from your email, or Delete the invitation

Merge Duplicate Patient/Client Profiles

Uploading Files to Patient/Client Profile

Upload Files into a Patient/Client Profile

Preview Uploaded Files

Duplicating an Assessment

User accounts allow people to log in online and manage their appointments. Sometimes you need the ability to allow family members (i.e. Parent) to manage appointments on behalf of another family member (i.e. Child). User Accounts will allow you to do this.

When someone new books for the first time online they are required to set up a user account. A user account allows someone to book online.

The existing clients in your clinic have patient/client profiles. When an existing patient/client books online for the first time and creates a user account they will show up on your dashboard under Online Patient/Client Registrations. It is important to merge them with an existing client profile. If you do not, you will have duplicate client profiles.

  1. Log in Admin
  2. Click on the name of the Patient that you want to invite Users to manage that Patient's appointments
  3. Click on Users Accounts
  4. Click the Add User
  5. Add Email
  6. The intended recipient will receive an email to create a new account or login into an existing account to accept the invitation to create that connection
  7. Click on the Black Triangle to Resend the invitation, get the Link and send it directly from your email, or Delete the invitation

User accounts allow people to log in online and manage their appointments. Sometimes you need the ability to allow family members (i.e. Parent) to manage appointments on behalf of another family member (i.e. Child). User Accounts will allow you to do this.

When someone new books for the first time online they are required to set up a user account. A user account allows someone to book online.

The existing clients in your clinic have patient/client profiles. When an existing patient/client books online for the first time and creates a user account they will show up on your dashboard under Online Patient/Client Registrations. It is important to merge them with an existing client profile. If you do not, you will have duplicate client profiles.

  1. Log in Admin
  2. Click on the name of the Patient that you want to invite Users to manage that Patient's appointments
  3. Click on Users Accounts
  4. Click the Add User
  5. Add Email
  6. The intended recipient will receive an email to create a new account or login into an existing account to accept the invitation to create that connection
  7. Click on the Black Triangle to Resend the invitation, get the Link and send it directly from your email, or Delete the invitation

Merge Duplicate Patient/Client Profiles

Uploading Files to Patient/Client Profile

Upload Files into a Patient/Client Profile

Preview Uploaded Files

Duplicating an Assessment

Get started with
Noterro today!

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

Get started with
Noterro today!

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