Managing Practitioner's Charting Settings

Noterro provides you with the necessary tools to manage your charting settings. Let's explore them.

Select Default Note Template

1. Log in as a Practitioner.
2. Click your Profile Picture or Initials in the top right header.
3. Click on Charting.
4. Scroll to the Default Clinical Note section.
5. Click on the drop-down menu and select your default Clinical Note Template.
6. Click Save.

Important Note: Your default clinical note template will be the one you use most often. However, you can always select other templates when adding clinical notes. If your clinic only has added one clinical note template, then you won't be able to make a selection.

Managing Clinical Note Privacy Settings

Clinical notes have three privacy settings. Remember that the Admin always has access to clinical notes, regardless of the privacy settings. These settings only apply to the default clinical note privacy setting on newly created notes. Changing the default clinical note privacy setting will not change the previous setting of existing notes.

All Staff: Share the note with the clinic's staff, including Assistants.

All Practitioners: Share the note with all Practitioners in the clinic.

Author Only: Only the Practitioner listed on the note can access it.

1. Log in as a Practitioner.
2. Click your Profile Picture or Initials in the top right header.
3. Click on Charting.
4. Scroll to the Clinical Note Access section.
5. Select the Privacy Setting.

Important Note: You can always change the privacy of notes you can access.

Snippets

Noterro Snippets allow you to specify a shortcut replaced with either words, sentences, or full paragraphs. Snippets are Practitioner-specific and will auto-populate the content into a note using the keyboard shortcut you created. The Snippets you create will automatically be added to the Snippets library, and other Practitioners in your clinic can access this list and add them to their library.

1. Log in as a Practitioner.
2. Click your Profile Picture or Initials in the top right header.
3. Click on Charting.
4. Scroll to the Snippets section.
5. Click on Add New.
6. Add a Shortcut.
7. Add Content.
8. Click Save or Save & Add More.

Example: Neck Treatment

Adding Other Practitioner's Snippets Associated with Your Clinic

1. Log in as a Practitioner.
2. Click your Profile Picture or Initials in the top right header.
3. Click on Charting.
4. Scroll to the Snippets section.
5. Click Add New.
6. Choose either Noterro Snippets or a Practitioner's snippets
7. Click on the "+" to add one at a time or Add All.

Using the Snippet in a Clinical Note

1. Add a Clinical Note.
2. In the text field, click the forward slash key "/," start typing the shortcut, and then select your Snippet.

Example