Simple Insurance Tracking for Invoices | Noterro

You may want to track insurance payments on invoices without following the claim from start to finish. Your clinic may only process a few claims a week, or you want a way to indicate on the invoice that there was an insurance and a Patient payment. You can use tools in Noterro to make this process simple.

In the image below, we use the Alert and Label feature to indicate simple insurance information. The Alert displays a Co-pay value (it can be used for anything), and the Label indicates Blue Cross is the insurer.

Adding an Alert to a Patient Profile

1. Navigate to Patient's Profile.
2. Click the Three dots to the right of the Patient's name.
3. Click on Add Alert.
4. Type in the content of the Alert.
5. Click Save.

Adding Patient Labels

1. Navigate to Patient's Profile.
2. Click the Three dots to the right of the Patient's name.
3. Click Manage Labels.
4. Type the Label Name and click Save New.
5. To remove the Label, Click "x."

Editing Labels

1. Login as Admin.
2. Click the Patient Icon on the Upper Left Header.
3. Click on Manage beside the Label.
4. Click on the Three Dots to edit the label.
5. Click Save.