Mark as Required, Auto-Pin or Auto-Snapshot Custom Question

When a patient/client answers a question on a Form that you have sent them, you may want that question, if answered, to be directly added to the Snapshot or the Pinned section. You would designate questions as Auto-Pinned or Auto-Snapshot. You can also mark questions as Required.

  1. Add a Form from a Noterro Template, from an Existing form in your clinic, or start a New Form
  2. Add a Section
  3. Click the Other button
  4. Add Question
  5. Designate questions Required, Auto-Pin or Auto-Snapshot

mceclip0.png

Adding Agreements to Patient/Client Profiles

Custom Question Types on Forms

A Form was not Received by Patient/Client

Current Forms Displayed on the Appointment View

Using a Sensitive Areas Consent Form

Adding a Guardian's or Parental Signature to an Agreement

Add/Send an Additional Form to a Patient/Client

When a patient/client answers a question on a Form that you have sent them, you may want that question, if answered, to be directly added to the Snapshot or the Pinned section. You would designate questions as Auto-Pinned or Auto-Snapshot. You can also mark questions as Required.

  1. Add a Form from a Noterro Template, from an Existing form in your clinic, or start a New Form
  2. Add a Section
  3. Click the Other button
  4. Add Question
  5. Designate questions Required, Auto-Pin or Auto-Snapshot

mceclip0.png

When a patient/client answers a question on a Form that you have sent them, you may want that question, if answered, to be directly added to the Snapshot or the Pinned section. You would designate questions as Auto-Pinned or Auto-Snapshot. You can also mark questions as Required.

  1. Add a Form from a Noterro Template, from an Existing form in your clinic, or start a New Form
  2. Add a Section
  3. Click the Other button
  4. Add Question
  5. Designate questions Required, Auto-Pin or Auto-Snapshot

mceclip0.png

Adding Agreements to Patient/Client Profiles

Custom Question Types on Forms

A Form was not Received by Patient/Client

Current Forms Displayed on the Appointment View

Using a Sensitive Areas Consent Form

Adding a Guardian's or Parental Signature to an Agreement

Add/Send an Additional Form to a Patient/Client

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