Sharing Clinical Notes with Patients in the Portal

Administrators can securely share notes through the Web Portal with their Patients.

Share Finalized Notes with Patients

  1. Ensure the Web Portal & App is enabled.
  2. Ensure the Note Sharing feature of the portal is enabled.
  3. Click on a Patient's name.
  4. Click on the Clinical Notes tab in the Sidebar.
  5. Select a Finalized note.
  6. In the left sidebar, under Web Portal, click share.
  7. In the pop-up window, Select Share.

Important Note: Each finalized note must be selected and explicitly shared on the Portal. There is no bulk action capability to share clinical notes.

Creating and Restarting a Scribe

Managing Noterro Scribes

Managing Scribes on a Draft Clinical Note

Adding an Assessment to a Clinical Note

Managing Restrictive Access of Clinical Notes

Documenting Infection Prevention in a Clinical Note

Editing a Finalized Clinical Note

Patient Clinical Note Listing Page

Download All Clinical Notes

Print Clinical Notes Filtered by Date and Practitioner

Duplicating a Previous Clinical Note

Noterro Snippets

Administrators can securely share notes through the Web Portal with their Patients.

Share Finalized Notes with Patients

  1. Ensure the Web Portal & App is enabled.
  2. Ensure the Note Sharing feature of the portal is enabled.
  3. Click on a Patient's name.
  4. Click on the Clinical Notes tab in the Sidebar.
  5. Select a Finalized note.
  6. In the left sidebar, under Web Portal, click share.
  7. In the pop-up window, Select Share.

Important Note: Each finalized note must be selected and explicitly shared on the Portal. There is no bulk action capability to share clinical notes.

Administrators can securely share notes through the Web Portal with their Patients.

Share Finalized Notes with Patients

  1. Ensure the Web Portal & App is enabled.
  2. Ensure the Note Sharing feature of the portal is enabled.
  3. Click on a Patient's name.
  4. Click on the Clinical Notes tab in the Sidebar.
  5. Select a Finalized note.
  6. In the left sidebar, under Web Portal, click share.
  7. In the pop-up window, Select Share.

Important Note: Each finalized note must be selected and explicitly shared on the Portal. There is no bulk action capability to share clinical notes.

Creating and Restarting a Scribe

Managing Noterro Scribes

Managing Scribes on a Draft Clinical Note

Adding an Assessment to a Clinical Note

Managing Restrictive Access of Clinical Notes

Documenting Infection Prevention in a Clinical Note

Editing a Finalized Clinical Note

Patient Clinical Note Listing Page

Download All Clinical Notes

Print Clinical Notes Filtered by Date and Practitioner

Duplicating a Previous Clinical Note

Noterro Snippets

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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