What is an Admin?

An Admin, or Administrator, is a person who manages and oversees the operations and functions of a system, network, or organization. This role involves configuring settings, managing user access, ensuring security, and maintaining the overall efficiency and integrity of the system. The Admin role is a crucial function responsible for overseeing and managing the clinic's account.

What are the Responsibilities of an Admin?

The responsibilities of an admin include:

• User Management: Adding, removing, and managing user accounts and permissions.
• System Maintenance: Ensuring systems run smoothly, applying updates, and performing regular maintenance tasks.
• Security: Implementing security measures to protect the system from unauthorized access and threats.
• Troubleshooting: Identifying and resolving technical issues that arise within the system.
• Policy Implementation: Developing and enforcing policies and procedures related to system usage and security.

What is the Admin Role in Noterro?

1. Primary Account Holder: The Admin is typically the person who created the clinic account. This role is unique, and there can only be one Admin per clinic account.
2. Data Guardian: According to Noterro's Terms of Use, the Admin is the owner of the data entered into the platform. This means the Admin is responsible for ensuring the data's accuracy, security, and compliance with relevant regulations.

What are the Key Functions of Admin?

1. User Management:
   • Adding and Managing Users: The Admin can add new users (e.g., Practitioners, Assistants) and manage their permissions.
   • Transferring Admin Role: If needed, the Admin role can be transferred to another user by emailing support@noterro.com and requesting an Admin change.

2. Settings and Configuration:
   • Clinic Settings: The Admin can configure various settings, including appointment types, services, and other operational parameters.
   • Public Links: The Admin can find and utilize Public Links to direct people to specific areas of the Web Portal.

3. Compliance and Agreements:
   • Managing Agreements: The Admin manages agreement templates, such as Privacy Policies and Consent to Treatment forms. This ensures compliance with legal and professional standards.
   • Activity Logs: The Admin can request and review activity logs to monitor user actions and ensure data security.

4. Financial Management:
   • Recording Transactions: While Noterro is not integrated with certain payment systems like Clover, the Admin can still record transactions manually to maintain accurate financial records.

5. Integration Management:
   • Mailchimp Integration: The Admin can set up and manage integrations with third-party services like Mailchimp to send campaigns and reminders to patients.

What are the Responsibilities of Admin?

• Security: Ensuring that only trusted individuals have access to sensitive data by managing user permissions.
• Compliance: Adhering to privacy policies and legal data storage and handling requirements.
• Support: Contact Noterro support for any issues or changes that need to be made, such as transferring the Admin role or moving services to new categories.