How to Add, Edit, Disable & Delete Practitioners in Noterro

As an administrator of Noterro, you have the power to manage your team of practitioners efficiently. Whether you need to add, edit, disable, or delete a Practitioner, we've got you covered. Let's explore each of these actions and how to perform them.

Adding Practitioners

Adding a new Practitioner to your team is a straightforward process. Here's what you need to do:

1. Login as the Admin.
2. Click on the Gear Icon (top-right header).
3. Select Base Setup.
4. Scroll to the Practitioner Section.
5. Click on the Add New button.
6. Complete the Necessary Details, such as the Practitioner's email address and name.
7. Adjust the Permissions according to the Practitioner's role.
8. Click Save to add the Practitioner to your team.

Important Note: When you associate a Practitioner with your clinic, they receive an email link to join your clinic. The link is only active for 2 hours. If they do not click the link within two hours, you must email them the reset password link.

Editing Practitioners

If you need to make changes to a Practitioner's information, follow these steps:

1. Login as the Admin.
2. Click on the Gear Icon (top right header).
3. Select the Base Setup.
4. Scroll to the Practitioner section.
5. Locate the specific Practitioner you want to edit and click their name.
6. Update the Necessary Details, such as description, online booking settings or permissions.
7. Click Save.

Important Note: As the Admin, you cannot change the Practitioner's name, photo, or email address after they’ve been invited and added to your Clinic. The Practitioner's user account owns these details, which cannot be changed under the Admin account. Practitioners must log in to their account to update their name, photo or email address. Admins can show or hide the Practitioner's image in the portal. This is done by enabling or disabling the Display profile photo in the online booking option when adding or editing Practitioners.

Disabling Practitioners

Disabling a Practitioner is useful when temporarily removing their access or restricting their permissions. Here's how you can disable a practitioner:

1. Login as the Admin.
2. Click on the Gear Icon (top right header).
3. Select Base Setup.
4. Scroll to the Practitioner section.
5. Locate the specific Practitioner you want to disable and click the Three Dots dropdown menu.
6. Click on Disable.

Important Note: You can display disabled Practitioners by clicking the link 'Show Disabled Practitioners.'

Deleting Practitioners

Deleting a Practitioner should done cautiously, as it permanently removes their profile and associated data. If you're sure you want to delete a Practitioner, follow these steps:

1. Log in as the Admin.
2. Click on the Gear Icon (top right header).
3. Select Base Setup.
4. Scroll to the Pracitioner section.
5. Locate the specific Practitioner you want to disable and click the Three Dots dropdown menu.
6. Click on Delete.

Important Note: Deleting a Practitioner from your clinic will also permanently delete all their appointments. Their clinical notes and related invoices have not been deleted and remain in your clinic account.

Setting the Practitioner's Permissions

You can restrict the practitioner's access by setting Permissions. Below are the current permissions available to enable or disable.

• • Edit Patient details
  • View the Patient email address
  • View the Patient phone number
  • View clinic reports
  • View the clinic billing page
  • Manage billing & insurance
  • Manage other's calendars
  • Manage own calendar
  • Visible in Client Portal
  • Allow Online Booking

Here's how you set and update a Practitioner's permissions:

1. Login as the Admin.
2. Click on the Gear Icon (top right header).
3. Select Base Setup.
4. Scroll to the Practitioner section.
5. Locate the specific Practitioner you want to set the Permission and click on their Name.
6. Select the appropriate Permissions.
7. Click Save to update the permissions.

Important Note: Giving Practitioners access to admin settings is currently impossible. Each clinic can have only one Admin user.

Setting the Practitioner's Clinic Note Access

Sometimes, Practitioners may want to set a default privacy level for their clinical notes. Set the default privacy setting for all new clinical notes for a Practitioner's clinical notes. This only applies to newly created notes; existing notes must be updated manually. Admins will always have access.

1. Login as the Admin.
2. Click on the Gear Icon (top right header).
3. Select Base Setup.
4. Scroll to the Practitioner section.
5. Locate the specific Practitioner you want to set the Clinic Note Access and click on their name.
6. Scroll to the Clinic Note Access section.
7. Select the appropriate Access.
8. Click Save.

Updating Online Booking Settings

Each practitioner can choose their online booking preferences. This includes various scheduling limits and cluster booking.

1. Login as the Admin.
2. Click on the Gear Icon (top right header).
3. Select Base Setup.
4. Scroll to the Practitioner section.
5. Locate the specific Practitioner you want to update the Online Booking Settings and click on their Name.
6. Scroll the Calendar & Online Booking section.
7. Update the Cancellation, Minimum Lead Time, Maximum Lead Time, Maximum Appointments per Day, Maximum Hours per Day, and Cluster Booking.
8. Click Save.

Assigning the Clinic Services to the Practitioner

You can manage which services the Practitioner performs.

1. Log in as the Admin.
2. Click on the Gear Icon (top right header).
3. Select Base Setup.
4. Scroll the Practitioner section.
5. Locate the specific Practitioner you want to assign Clinic Services to and click on their name.
6. Scroll to the Services offered by this practitioner.
7. Select on the Services the Practitioner performs.
8. Click Save.

Setting Insurance Claim Information (US Clinics Only)

These fields will be populated on an HCFA 1500 Claim Form and an EDI file for electronic submission.

1. Log in as the Admin.
2. Click on the Gear Icon (top right header).
3. Select Base Setup.
4. Scroll to the Practitioner section.
5. Locate the specific Practitioner to whom you want to set Claim information and click on their name.
6. Scroll to the Insurance section.
7. Add appropriate information, such as the rendering Provider's NPI Number (the NPI must be 10 digits), Rendering Provider Type, Rendering Provider ID, Rendering Provider Tax Type, and Rendering Provider Tax Number.
8. Click Save.

Important Note: By effectively managing your Practitioners in Noterro, you can ensure smooth collaboration and efficient scheduling within your clinic. If you have any questions or need further assistance, our support team is always here to help.