Managing Admin Profile Information

Noterro provides the necessary tools to manage your Admin's personal settings. Let's explore each of these actions in detail.

Manage General Information

You can configure your name, email address with which you log in, photo, signature, password and auto-login.

1. Log in as an Admin.
2. Click on either your Photo or Initials in the top-right header.
3. Click on Profile.
4. In the General section, click Edit to update your name, email, and password and set your auto-login.
5. Update settings.
6. Click Save.

Important Note: When you set your auto-login, you will not be required to select which role to log in to.

Manage Two-Factor Authentication

When you log in, you provide an email address and password. This is one "factor" in authenticating who you are. Two-factor authentication is using a second factor to confirm your identity, often a phone. By utilizing Two-Factor Authentication, someone needs your password and phone to access your account. Let's explore how you set up Two-Factor Authentication:

1. Log in as an Admin.
2. Click on either your Photo or Initials in the top-right header.
3. Click on Profile.
4. Scroll to the Two-Factor Authentication section.
5. Click on Setup.
6. Download the Google Authenticator app to your smartphone.
7. Scan the QR code with the Google Authenticator.
8. Enter the 6-digit verification code from your phone.
9. Click on Enable Two-Factor Authentication.

Important Note: After you scan the QR code, a series of Backup Codes will be displayed. You can use these one-time backup codes if you lose your phone or cannot access your Two-Factor codes. Please print or write these codes down because you cannot view them again.

Logging in with Two-Factor Authentication:

1. Log in to your Noterro account.
2. Obtain your Two-Factor code from Google Authenticator (keep in mind that the code expires every 30 seconds).
3. Enter your Two-Factor code and verify.

Important Note: While two-factor authentication is enabled, each time you log in you will be prompted to enter your time-sensitive code displayed in your Google Authenticator app.

Manage Auto-Logout

You can set your account that will automatically log you out after a period of inactivity.

1. Log in as an Admin.
2. Click on either your Photo or Initials in the top right header.
3. Click on Profile.
4. Scroll to the Auto Logout section.
5. Select the Auto Logout Time.
6. Click Save.

Notification Preferences

You can enable or disable In-App or Email Notifications that you receive. The two types of notification are In-App and Email. In-app notifications are visible by clicking on the Bell icon in the top right header, and email notifications will be sent to the email saved in the General section of your Profile. Text message notifications are currently unavailable.

1. Log in as an Admin.
2. Click on either your Photo or Initials in the top-right header.
3. Click on Profile.
4. Scroll to the Notification Preferences section.
5. Uncheck the Notifications you do not want to receive.

Important Note: Practitioners and Service Providers cannot receive text (SMS) message notifications.

TELUS Health Connection (Canadian Only)

If the Admin has configured their TELUS Health account with Noterro, you can update or add your TELUS Health connection. When your account is connected, you can submit claims through Noterro.

1. Log in as an Admin.
2. Click on either your Photo or Initials in the top-right header.
3. Click on Profile.
4. Scroll to the TELUS eClaims section.
5. Click on Connect or the Three Dot drop-down menu to Edit or Delete your connection.
6. Add or update your Name, Username and Password.
7. Click Save.

Switching Between Roles and Clinics

In the world of clinic management, you may be in a situation where you will be managing multiple roles across different clinics. By learning how to switch between ‌roles and clinics, you can work effectively in caring for your clients.

1. Log in.
2. Go to your Initials or Profile Picture on the top right next to the Gear icon.
3. Click on Switch to change Roles (e.g. Admin, Practitioner, Assistant) or Clinics if your user account has multiple clinic associations.