Mark as Required, Auto-Pin or Auto-Snapshot Custom Question

When a Patient answers a question on a Form that you've sent, you may want that question, if answered, to be directly added to the Snapshot or the Pinned section. This allows you to designate questions as Auto-Pinned or Auto-Snapshot and mark them as required.

  1. Add a Form from a Noterro Template, from an Existing form in your clinic, or start a New Form.
  2. Click Blue + button.
  3. Add a Section.
  4. Click the Other button.
  5. Add Question.
  6. Designate questions Required, Auto-Pin or Auto-Snapshot.
mceclip0.png

Managing Form Automation

Adding Agreements to Patient Profiles

Creating Custom Question Types on Your Forms

Resending a Form to a Patient

Viewing Current Forms from an Appointment

Using a Sensitive Areas Consent Form

Adding a Guardian's or Parental Signature to an Agreement

Setting up an Additional Form

When a Patient answers a question on a Form that you've sent, you may want that question, if answered, to be directly added to the Snapshot or the Pinned section. This allows you to designate questions as Auto-Pinned or Auto-Snapshot and mark them as required.

  1. Add a Form from a Noterro Template, from an Existing form in your clinic, or start a New Form.
  2. Click Blue + button.
  3. Add a Section.
  4. Click the Other button.
  5. Add Question.
  6. Designate questions Required, Auto-Pin or Auto-Snapshot.
mceclip0.png

When a Patient answers a question on a Form that you've sent, you may want that question, if answered, to be directly added to the Snapshot or the Pinned section. This allows you to designate questions as Auto-Pinned or Auto-Snapshot and mark them as required.

  1. Add a Form from a Noterro Template, from an Existing form in your clinic, or start a New Form.
  2. Click Blue + button.
  3. Add a Section.
  4. Click the Other button.
  5. Add Question.
  6. Designate questions Required, Auto-Pin or Auto-Snapshot.
mceclip0.png

Managing Form Automation

Adding Agreements to Patient Profiles

Creating Custom Question Types on Your Forms

Resending a Form to a Patient

Viewing Current Forms from an Appointment

Using a Sensitive Areas Consent Form

Adding a Guardian's or Parental Signature to an Agreement

Setting up an Additional Form

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