Managing Your Noterro Subscription

As an Admin of Noterro, you can efficiently manage your Noterro Tiered or Legacy pricing subscription. Whether you are updating your credit card, managing your add-ons, or viewing your invoices, we've got you covered. Let's explore each of these actions and how to perform them.

Subscribing to a Tiered Pricing Plan

  1. Log in as the Admin.
  2. Click on the Gear icon (top right header).
  3. Select Noterro Subscription.
  4. Select the appropriate Plan.
  5. Add your Credit Card.
  6. Click Subscribe.

Important Note: For annual subscriptions, contact us directly at support@noterro.com.

Cancelling your Tiered Pricing Plan

To cancel your subscription, follow these steps:

  1. Log in as the Admin.
  2. Click Settings (gear icon, top right).
  3. Select Noterro Subscription.
  4. Click Cancel Subscription at the bottom of the page.

Important Note: You'll continue to have access until your renewal date when your account expires. You can't put your subscription on hold but can rejoin by resubscribing anytime. Your notes are always kept in Noterro but in read-only mode. You still have access to the notes to download or print them, but you cannot edit or add any new information.

Cancelling your Free Trial

You don't need to cancel your Free Trial. The Trial will automatically expire on its expiry date. Even if you've provided a credit card, your account will expire on your trial expiry date, and your credit card will not be charged. Your card will only become charged if you explicitly convert your account from a trial to a subscription.

Updating your Credit Card

You can subscribe or update your credit card in Noterro using the following credit card brands.

Sometimes, Visa Debit will be declined on an individual card basis because the card is not enabled for online transactions. Please contact your credit card issuer to enable this feature on your card. Mastercard Debit is not accepted.

We don't store the card numbers in our systems; they are stored with our credit card processor in their PCI-compliant data centre.

  1. Log in as the Admin.
  2. Click Settings (gear icon, top right).
  3. Select Noterro Subscription.
  4. Click Update in the Credit Card section.

Reducing Practitioner Seats

The number of practitioner seats required is calculated at the time of renewal. So, if you delete or disable a practitioner from your clinic, the number of practitioner seats will be automatically reduced by one on the next renewal.

Viewing Subscription Invoices

Subscription invoices can be viewed and printed at any time. When you click on the invoice number, you will receive a breakdown of charges and a date and timestamp for when the invoice was processed.

  1. Log in as the Admin.
  2. Click Gear Icon (top-right header).
  3. Select Noterro Subscription.
  4. Click on Download in the History Section.
  5. Click on the Invoice number to view the invoice.

Changing Your Tiered Pricing Plan

You can change your Tiered Plan depending on your clinic's needs.

  1. Log in as the Admin.
  2. Click Gear Icon (top-right header).
  3. Select Noterro Subscription.
  4. Click Change Plan.
  5. Select Plan.

Viewing Legacy Subscription Details

You can view your account status, renewal date, and practitioner seats and choose whether to cancel your legacy subscription.

  1. Log in as the Admin.
  2. Click on the Gear icon (top right header).
  3. Select Noterro Subscription.
  4. View Account Details.

Cancelling your Legacy Subscription

To cancel your subscription, follow these steps:

  1. Log in as the Admin.
  2. Click the Gear Icon (top right header).
  3. Click Noterro Subscription.
  4. Click Cancel Subscription and follow the prompts.

Important Note: You'll continue to have access until your renewal date when your account expires. You can't put your subscription on hold, but you can rejoin by resubscribing anytime!

Cancelling your Free Trial

You don't need to cancel your Free Trial. The Trial will automatically expire on its expiry date. Even if you've provided a credit card, your account will expire on your trial expiry date, and your credit card will not be charged. Your card will only become charged if you explicitly convert your account from a trial to a subscription.

Updating your Credit Card

You can subscribe or update your credit card in Noterro using the following credit card brands.

Important Note: Sometimes, Visa Debit will be declined on an individual card basis due to the card not being enabled for online transactions. Please contact your credit card issuer to enable this feature on your card. Mastercard Debit is not accepted. Noterro doesn't store card numbers in our system; they are stored with our credit card processor in their PCI-compliant data centre.

Reducing Practitioner Seats

The number of practitioner seats required is calculated at the time of renewal. So, if you delete or disable a practitioner from your clinic, the number of practitioner seats will be automatically reduced by one on the next renewal.

Managing Add-ons

Add-on features include Text Messaging, File Uploads, Call Reminders, Insurance, and Packages & Memberships.

How to Enable Add-on Features

  1. Log in as the Admin.
  2. Click on the Gear icon (top-right header).
  3. Select Noterro Subscription.
  4. Toggle on the add-on feature you want to enable.

How to Disable Add-on Features

  1. Log in as the Admin.
  2. Click on the Gear icon (top-right header).
  3. Select Noterro Subscription.
  4. Toggle off the add-on feature you want to disable.

Text Messaging (SMS)

You can enable or disable text messaging at any time. To increase your text message capacity, click Manage below the toggle switch. You will be billed a prorated amount for the new capacity. If you need to reduce your capacity, please email us at support@noterro.com.

Text messaging standards have barely changed since the days of the brick phone. Messages are still sent in 140-byte chunks, known as message segments. When Noterro sends out SMS messages, they are sent to carriers one segment at a time. Message segments are how Noterro (and the SMS industry as a whole) counts SMS messages. Clinic SMS sending capacity is based on the number of message segments sent on a rolling 30-day period.

Calculating segments is based on length and types of characters used, so we show you how many segments your SMS message is consuming or estimated to consume if variables are used in your message.

Optimizing your SMS Message to Reduce Segments

  1. Write shorter messages.
  2. Avoid special characters and emojis; these cause the message to be encoded in a less-optimized way and result in fewer characters per segment.
  3. Don't copy and paste your message into your Noterro notifications; this could inadvertently place special characters that appear as non-special characters in your message. We advise typing it out from scratch.

Clinic SMS sending capacity is based on the number of message segments sent over a rolling 30-day period. When we attempt to send an SMS message, we check to see how many SMS message segments your clinic has sent within the last 30 days. We send it as long as it's less than your sending capacity. There isn't a reset date. This calculation has no reset date since it's always done in real-time at delivery time.

File Uploads

File Uploads feature offers storage in 5GB blocks, and you can enable this feature when you would like to store additional information, such as x-ray reports, in a Patient profile. You can enable or disable file uploads at any time. To increase your file upload capacity, click Manage below the toggle switch. You will be billed a prorated amount for the new capacity. If you need to reduce your capacity, please email us at support@noterro.com.

Call Reminders

You can enable or disable call reminders at any time. To increase your call reminders capacity, click Manage below the toggle switch. You will be billed a prorated amount for the new capacity. If you need to reduce your capacity, please email us at support@noterro.com.

The maximum number of phone calls that your clinic can make in a 30-day period. This is calculated on a rolling period. Every time your clinic tries to make a phone call, Noterro determines the number of phone calls that your clinic has made in the previous 30 days. Your phone call will be made as long as the number of calls you have made in the past 30 days is less than this 30-day maximum.

Insurance

You can track the entire insurance workflow, from claims to EOBs to payments. You can enable or disable insurance at any time. When you enable this feature, you will be billed a prorated amount.

Packages & Memberships

Packages and memberships allow you to create programs offering valuable incentives to keep patients returning. You can enable or disable packages and memberships at any time. When you enable this feature, you will be billed a prorated amount.

Subscription Invoices

Subscription invoices can be viewed and printed at any time. When you click on the invoice number, you will receive a breakdown of charges and a date and timestamp for when the invoice was processed.

1. Log in as the Admin.
2. Click the Gear Icon (top-right header).
3. Select Noterro Subscription.
4. Click My Invoices.
5. Click on the Invoice number.
6. Click Download.

Important note: It's impossible to print yearly statements.

Switching from Legacy to Tiered Pricing: Implications & Benefits

As an Admin of Noterro, you can efficiently manage your Noterro Tiered or Legacy pricing subscription. Whether you are updating your credit card, managing your add-ons, or viewing your invoices, we've got you covered. Let's explore each of these actions and how to perform them.

Subscribing to a Tiered Pricing Plan

  1. Log in as the Admin.
  2. Click on the Gear icon (top right header).
  3. Select Noterro Subscription.
  4. Select the appropriate Plan.
  5. Add your Credit Card.
  6. Click Subscribe.

Important Note: For annual subscriptions, contact us directly at support@noterro.com.

Cancelling your Tiered Pricing Plan

To cancel your subscription, follow these steps:

  1. Log in as the Admin.
  2. Click Settings (gear icon, top right).
  3. Select Noterro Subscription.
  4. Click Cancel Subscription at the bottom of the page.

Important Note: You'll continue to have access until your renewal date when your account expires. You can't put your subscription on hold but can rejoin by resubscribing anytime. Your notes are always kept in Noterro but in read-only mode. You still have access to the notes to download or print them, but you cannot edit or add any new information.

Cancelling your Free Trial

You don't need to cancel your Free Trial. The Trial will automatically expire on its expiry date. Even if you've provided a credit card, your account will expire on your trial expiry date, and your credit card will not be charged. Your card will only become charged if you explicitly convert your account from a trial to a subscription.

Updating your Credit Card

You can subscribe or update your credit card in Noterro using the following credit card brands.

  • Visa
  • Visa Debit
  • Mastercard
  • Discover (Canadian Clinics Only)
  • AMEX (Canadian Clinics Only)

Sometimes, Visa Debit will be declined on an individual card basis because the card is not enabled for online transactions. Please contact your credit card issuer to enable this feature on your card. Mastercard Debit is not accepted.

We don't store the card numbers in our systems; they are stored with our credit card processor in their PCI-compliant data centre.

  1. Log in as the Admin.
  2. Click Settings (gear icon, top right).
  3. Select Noterro Subscription.
  4. Click Update in the Credit Card section.

Reducing Practitioner Seats

The number of practitioner seats required is calculated at the time of renewal. So, if you delete or disable a practitioner from your clinic, the number of practitioner seats will be automatically reduced by one on the next renewal.

Viewing Subscription Invoices

Subscription invoices can be viewed and printed at any time. When you click on the invoice number, you will receive a breakdown of charges and a date and timestamp for when the invoice was processed.

  1. Log in as the Admin.
  2. Click Gear Icon (top-right header).
  3. Select Noterro Subscription.
  4. Click on Download in the History Section.
  5. Click on the Invoice number to view the invoice.

Changing Your Tiered Pricing Plan

You can change your Tiered Plan depending on your clinic's needs.

  1. Log in as the Admin.
  2. Click Gear Icon (top-right header).
  3. Select Noterro Subscription.
  4. Click Change Plan.
  5. Select Plan.

Viewing Legacy Subscription Details

You can view your account status, renewal date, and practitioner seats and choose whether to cancel your legacy subscription.

  1. Log in as the Admin.
  2. Click on the Gear icon (top right header).
  3. Select Noterro Subscription.
  4. View Account Details.

Cancelling your Legacy Subscription

To cancel your subscription, follow these steps:

  1. Log in as the Admin.
  2. Click the Gear Icon (top right header).
  3. Click Noterro Subscription.
  4. Click Cancel Subscription and follow the prompts.

Important Note: You'll continue to have access until your renewal date when your account expires. You can't put your subscription on hold, but you can rejoin by resubscribing anytime!

Cancelling your Free Trial

You don't need to cancel your Free Trial. The Trial will automatically expire on its expiry date. Even if you've provided a credit card, your account will expire on your trial expiry date, and your credit card will not be charged. Your card will only become charged if you explicitly convert your account from a trial to a subscription.

Updating your Credit Card

You can subscribe or update your credit card in Noterro using the following credit card brands.

  • Visa
  • Visa Debit
  • Mastercard
  • Discover (Canadian Clinics Only)
  • AMEX (Canadian Clinics Only)

Important Note: Sometimes, Visa Debit will be declined on an individual card basis due to the card not being enabled for online transactions. Please contact your credit card issuer to enable this feature on your card. Mastercard Debit is not accepted. Noterro doesn't store card numbers in our system; they are stored with our credit card processor in their PCI-compliant data centre.

Reducing Practitioner Seats

The number of practitioner seats required is calculated at the time of renewal. So, if you delete or disable a practitioner from your clinic, the number of practitioner seats will be automatically reduced by one on the next renewal.

Managing Add-ons

Add-on features include Text Messaging, File Uploads, Call Reminders, Insurance, and Packages & Memberships.

How to Enable Add-on Features

  1. Log in as the Admin.
  2. Click on the Gear icon (top-right header).
  3. Select Noterro Subscription.
  4. Toggle on the add-on feature you want to enable.

How to Disable Add-on Features

  1. Log in as the Admin.
  2. Click on the Gear icon (top-right header).
  3. Select Noterro Subscription.
  4. Toggle off the add-on feature you want to disable.

Text Messaging (SMS)

You can enable or disable text messaging at any time. To increase your text message capacity, click Manage below the toggle switch. You will be billed a prorated amount for the new capacity. If you need to reduce your capacity, please email us at support@noterro.com.

Text messaging standards have barely changed since the days of the brick phone. Messages are still sent in 140-byte chunks, known as message segments. When Noterro sends out SMS messages, they are sent to carriers one segment at a time. Message segments are how Noterro (and the SMS industry as a whole) counts SMS messages. Clinic SMS sending capacity is based on the number of message segments sent on a rolling 30-day period.

Calculating segments is based on length and types of characters used, so we show you how many segments your SMS message is consuming or estimated to consume if variables are used in your message.

Optimizing your SMS Message to Reduce Segments

  1. Write shorter messages.
  2. Avoid special characters and emojis; these cause the message to be encoded in a less-optimized way and result in fewer characters per segment.
  3. Don't copy and paste your message into your Noterro notifications; this could inadvertently place special characters that appear as non-special characters in your message. We advise typing it out from scratch.

Clinic SMS sending capacity is based on the number of message segments sent over a rolling 30-day period. When we attempt to send an SMS message, we check to see how many SMS message segments your clinic has sent within the last 30 days. We send it as long as it's less than your sending capacity. There isn't a reset date. This calculation has no reset date since it's always done in real-time at delivery time.

File Uploads

File Uploads feature offers storage in 5GB blocks, and you can enable this feature when you would like to store additional information, such as x-ray reports, in a Patient profile. You can enable or disable file uploads at any time. To increase your file upload capacity, click Manage below the toggle switch. You will be billed a prorated amount for the new capacity. If you need to reduce your capacity, please email us at support@noterro.com.

Call Reminders

You can enable or disable call reminders at any time. To increase your call reminders capacity, click Manage below the toggle switch. You will be billed a prorated amount for the new capacity. If you need to reduce your capacity, please email us at support@noterro.com.

The maximum number of phone calls that your clinic can make in a 30-day period. This is calculated on a rolling period. Every time your clinic tries to make a phone call, Noterro determines the number of phone calls that your clinic has made in the previous 30 days. Your phone call will be made as long as the number of calls you have made in the past 30 days is less than this 30-day maximum.

Insurance

You can track the entire insurance workflow, from claims to EOBs to payments. You can enable or disable insurance at any time. When you enable this feature, you will be billed a prorated amount.

Packages & Memberships

Packages and memberships allow you to create programs offering valuable incentives to keep patients returning. You can enable or disable packages and memberships at any time. When you enable this feature, you will be billed a prorated amount.

Subscription Invoices

Subscription invoices can be viewed and printed at any time. When you click on the invoice number, you will receive a breakdown of charges and a date and timestamp for when the invoice was processed.

1. Log in as the Admin.
2. Click the Gear Icon (top-right header).
3. Select Noterro Subscription.
4. Click My Invoices.
5. Click on the Invoice number.
6. Click Download.

Important note: It's impossible to print yearly statements.

As an Admin of Noterro, you can efficiently manage your Noterro Tiered or Legacy pricing subscription. Whether you are updating your credit card, managing your add-ons, or viewing your invoices, we've got you covered. Let's explore each of these actions and how to perform them.

Subscribing to a Tiered Pricing Plan

  1. Log in as the Admin.
  2. Click on the Gear icon (top right header).
  3. Select Noterro Subscription.
  4. Select the appropriate Plan.
  5. Add your Credit Card.
  6. Click Subscribe.

Important Note: For annual subscriptions, contact us directly at support@noterro.com.

Cancelling your Tiered Pricing Plan

To cancel your subscription, follow these steps:

  1. Log in as the Admin.
  2. Click Settings (gear icon, top right).
  3. Select Noterro Subscription.
  4. Click Cancel Subscription at the bottom of the page.

Important Note: You'll continue to have access until your renewal date when your account expires. You can't put your subscription on hold but can rejoin by resubscribing anytime. Your notes are always kept in Noterro but in read-only mode. You still have access to the notes to download or print them, but you cannot edit or add any new information.

Cancelling your Free Trial

You don't need to cancel your Free Trial. The Trial will automatically expire on its expiry date. Even if you've provided a credit card, your account will expire on your trial expiry date, and your credit card will not be charged. Your card will only become charged if you explicitly convert your account from a trial to a subscription.

Updating your Credit Card

You can subscribe or update your credit card in Noterro using the following credit card brands.

Sometimes, Visa Debit will be declined on an individual card basis because the card is not enabled for online transactions. Please contact your credit card issuer to enable this feature on your card. Mastercard Debit is not accepted.

We don't store the card numbers in our systems; they are stored with our credit card processor in their PCI-compliant data centre.

  1. Log in as the Admin.
  2. Click Settings (gear icon, top right).
  3. Select Noterro Subscription.
  4. Click Update in the Credit Card section.

Reducing Practitioner Seats

The number of practitioner seats required is calculated at the time of renewal. So, if you delete or disable a practitioner from your clinic, the number of practitioner seats will be automatically reduced by one on the next renewal.

Viewing Subscription Invoices

Subscription invoices can be viewed and printed at any time. When you click on the invoice number, you will receive a breakdown of charges and a date and timestamp for when the invoice was processed.

  1. Log in as the Admin.
  2. Click Gear Icon (top-right header).
  3. Select Noterro Subscription.
  4. Click on Download in the History Section.
  5. Click on the Invoice number to view the invoice.

Changing Your Tiered Pricing Plan

You can change your Tiered Plan depending on your clinic's needs.

  1. Log in as the Admin.
  2. Click Gear Icon (top-right header).
  3. Select Noterro Subscription.
  4. Click Change Plan.
  5. Select Plan.

Viewing Legacy Subscription Details

You can view your account status, renewal date, and practitioner seats and choose whether to cancel your legacy subscription.

  1. Log in as the Admin.
  2. Click on the Gear icon (top right header).
  3. Select Noterro Subscription.
  4. View Account Details.

Cancelling your Legacy Subscription

To cancel your subscription, follow these steps:

  1. Log in as the Admin.
  2. Click the Gear Icon (top right header).
  3. Click Noterro Subscription.
  4. Click Cancel Subscription and follow the prompts.

Important Note: You'll continue to have access until your renewal date when your account expires. You can't put your subscription on hold, but you can rejoin by resubscribing anytime!

Cancelling your Free Trial

You don't need to cancel your Free Trial. The Trial will automatically expire on its expiry date. Even if you've provided a credit card, your account will expire on your trial expiry date, and your credit card will not be charged. Your card will only become charged if you explicitly convert your account from a trial to a subscription.

Updating your Credit Card

You can subscribe or update your credit card in Noterro using the following credit card brands.

Important Note: Sometimes, Visa Debit will be declined on an individual card basis due to the card not being enabled for online transactions. Please contact your credit card issuer to enable this feature on your card. Mastercard Debit is not accepted. Noterro doesn't store card numbers in our system; they are stored with our credit card processor in their PCI-compliant data centre.

Reducing Practitioner Seats

The number of practitioner seats required is calculated at the time of renewal. So, if you delete or disable a practitioner from your clinic, the number of practitioner seats will be automatically reduced by one on the next renewal.

Managing Add-ons

Add-on features include Text Messaging, File Uploads, Call Reminders, Insurance, and Packages & Memberships.

How to Enable Add-on Features

  1. Log in as the Admin.
  2. Click on the Gear icon (top-right header).
  3. Select Noterro Subscription.
  4. Toggle on the add-on feature you want to enable.

How to Disable Add-on Features

  1. Log in as the Admin.
  2. Click on the Gear icon (top-right header).
  3. Select Noterro Subscription.
  4. Toggle off the add-on feature you want to disable.

Text Messaging (SMS)

You can enable or disable text messaging at any time. To increase your text message capacity, click Manage below the toggle switch. You will be billed a prorated amount for the new capacity. If you need to reduce your capacity, please email us at support@noterro.com.

Text messaging standards have barely changed since the days of the brick phone. Messages are still sent in 140-byte chunks, known as message segments. When Noterro sends out SMS messages, they are sent to carriers one segment at a time. Message segments are how Noterro (and the SMS industry as a whole) counts SMS messages. Clinic SMS sending capacity is based on the number of message segments sent on a rolling 30-day period.

Calculating segments is based on length and types of characters used, so we show you how many segments your SMS message is consuming or estimated to consume if variables are used in your message.

Optimizing your SMS Message to Reduce Segments

  1. Write shorter messages.
  2. Avoid special characters and emojis; these cause the message to be encoded in a less-optimized way and result in fewer characters per segment.
  3. Don't copy and paste your message into your Noterro notifications; this could inadvertently place special characters that appear as non-special characters in your message. We advise typing it out from scratch.

Clinic SMS sending capacity is based on the number of message segments sent over a rolling 30-day period. When we attempt to send an SMS message, we check to see how many SMS message segments your clinic has sent within the last 30 days. We send it as long as it's less than your sending capacity. There isn't a reset date. This calculation has no reset date since it's always done in real-time at delivery time.

File Uploads

File Uploads feature offers storage in 5GB blocks, and you can enable this feature when you would like to store additional information, such as x-ray reports, in a Patient profile. You can enable or disable file uploads at any time. To increase your file upload capacity, click Manage below the toggle switch. You will be billed a prorated amount for the new capacity. If you need to reduce your capacity, please email us at support@noterro.com.

Call Reminders

You can enable or disable call reminders at any time. To increase your call reminders capacity, click Manage below the toggle switch. You will be billed a prorated amount for the new capacity. If you need to reduce your capacity, please email us at support@noterro.com.

The maximum number of phone calls that your clinic can make in a 30-day period. This is calculated on a rolling period. Every time your clinic tries to make a phone call, Noterro determines the number of phone calls that your clinic has made in the previous 30 days. Your phone call will be made as long as the number of calls you have made in the past 30 days is less than this 30-day maximum.

Insurance

You can track the entire insurance workflow, from claims to EOBs to payments. You can enable or disable insurance at any time. When you enable this feature, you will be billed a prorated amount.

Packages & Memberships

Packages and memberships allow you to create programs offering valuable incentives to keep patients returning. You can enable or disable packages and memberships at any time. When you enable this feature, you will be billed a prorated amount.

Subscription Invoices

Subscription invoices can be viewed and printed at any time. When you click on the invoice number, you will receive a breakdown of charges and a date and timestamp for when the invoice was processed.

1. Log in as the Admin.
2. Click the Gear Icon (top-right header).
3. Select Noterro Subscription.
4. Click My Invoices.
5. Click on the Invoice number.
6. Click Download.

Important note: It's impossible to print yearly statements.

Switching from Legacy to Tiered Pricing: Implications & Benefits

calendar date picker

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