Importing Patients

As the Noterro admin, you can import Patients from a previous system to your Noterro clinic. Follow these steps to use the Patient importer to import their basic contact details.

Importing Patients

  1. Log in as the Admin.
  2. Click on the Patients icon in the top left header.
  3. Click the Three Dots next to Add Patient.
  4. Click Import Patients. You are limited to a maximum file size of 15MB and 10,000 rows. You must split the upload file if you exceed the maximum file size and rows.
  5. Review each field from the sample's first three rows and map each imported field to the desirable Noterro field.
  6. Click Save.
  7. Wait for the Import to complete.

Important Note: Once the import is complete, you will have 24 hours to bulk delete the Patients if they were uploaded incorrectly. We suggest inviting your Patients using the Bulk User Invite tool, which will allow them to access their Patient Portal.

Deleting a Patient

Adding a New Patient

Showing and Hiding Patients

Adding Pronouns to a Patient Profile

As the Noterro admin, you can import Patients from a previous system to your Noterro clinic. Follow these steps to use the Patient importer to import their basic contact details.

Importing Patients

  1. Log in as the Admin.
  2. Click on the Patients icon in the top left header.
  3. Click the Three Dots next to Add Patient.
  4. Click Import Patients. You are limited to a maximum file size of 15MB and 10,000 rows. You must split the upload file if you exceed the maximum file size and rows.
  5. Review each field from the sample's first three rows and map each imported field to the desirable Noterro field.
  6. Click Save.
  7. Wait for the Import to complete.

Important Note: Once the import is complete, you will have 24 hours to bulk delete the Patients if they were uploaded incorrectly. We suggest inviting your Patients using the Bulk User Invite tool, which will allow them to access their Patient Portal.

As the Noterro admin, you can import Patients from a previous system to your Noterro clinic. Follow these steps to use the Patient importer to import their basic contact details.

Importing Patients

  1. Log in as the Admin.
  2. Click on the Patients icon in the top left header.
  3. Click the Three Dots next to Add Patient.
  4. Click Import Patients. You are limited to a maximum file size of 15MB and 10,000 rows. You must split the upload file if you exceed the maximum file size and rows.
  5. Review each field from the sample's first three rows and map each imported field to the desirable Noterro field.
  6. Click Save.
  7. Wait for the Import to complete.

Important Note: Once the import is complete, you will have 24 hours to bulk delete the Patients if they were uploaded incorrectly. We suggest inviting your Patients using the Bulk User Invite tool, which will allow them to access their Patient Portal.

Deleting a Patient

Adding a New Patient

Showing and Hiding Patients

Adding Pronouns to a Patient Profile

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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