How to Efficiently Manage Your Team Assistants in Noterro

As an Admin of Noterro, you can efficiently manage your team of Assistants. You can add unlimited Assistants at no cost. We've got you covered whether you need to add, edit, disable, or delete an assistant. Let's explore each of these actions and how to perform them.

Adding Assistants

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

1. Log in as the Admin.
2. Click on the Gear Icon (top right header).
3. Select Base Setup.
4. Scroll to the Assistant section.
5. Click the Add New button on the right side of the Assistants section.
6. Enter the Assistant's Email address.
7. Enter the Assistant’s First and Last Name.
8. Select the appropriate Permissions for the Assistant.
9. Click Save.

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

Editing Assistants

If you need to make changes to an Assistant's information, 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 Assistant section.
5. Locate the specific assistant you want to edit and click on their Name.
6. Update the Permissions of the assistant.
7. Click Save

Important Note: You can't change the assistant's photo, name, or email address after you add them. These are owned by the assistant's user account. The Assistant must log in to their own account to update their name, photo, or email address.

Disabling Assistants

Disabling an Assistant is useful when temporarily removing their access or restricting their permissions. Here's how you can enable an assistant:

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

Important Note: You can display disabled assistants by clicking the link Show Disabled Assistants.

Enabling Assistants

If you’ve previously disabled an Assistant, Here's how you can enable an assistant:

1. Log in as the Admin.
2. Click on the Gear Icon (top right header).
3. Select Base Setup.
4. Scroll to the Assistant section.
5. Click on Show Disabled Assistants.
6. Locate the specific assistant you want to disable and click on the Three Dots dropdown menu.
7. Click on Enable.

Deleting Assistants

Deleting an Assistant should be done cautiously, as it permanently removes their profile and associated data. If you're certain you want to delete an assistant, 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 Assistant section.
5. Locate the specific assistant you want to disable and click on the Three Dots dropdown menu.
6. Click on Delete.
7. In the prompt that appears, type “I Understand.”
8. Click on Permanently Delete.

Important Note: Deleting an Assistant will permanently remove their profile. Make sure to back up any important information before proceeding with the deletion.

Assistant Permissions

You can set the following different assistant-level permissions.

1. Edit Patient details
2. View Patient email address
3. View Patient phone number
4. View clinic reports
5. View the clinic billing page
6. Manage billing & insurance
7. Manage other's calendars

Setting the Assistant's Permissions

Here's how you can change and restrict the access of the Assistant by setting the permissions.

1. Log in as the Admin.
2. Click on the Gear Icon (top right header).
3. Select Base Setup.
4. Scroll to the Assistant section.
5. Click on the specific Assistant's name you want to set Permissions.
6. Select the appropriate Permissions for the assistant.
7. Click Save.

Important Note: It's currently impossible to allow Assistants access to Admin settings; each clinic can only have one Admin user. By effectively managing your assistants in Noterro, you can ensure smooth collaboration and efficient workflows within your clinic.