Noterro

Noterro is a cloud-based clinic management system designed for health practitioners, including massage therapists, chiropractors, physical therapists, and other allied health professionals, who need an all-in-one platform to handle scheduling, documentation, billing, and client engagement.

It combines web and mobile interfaces to let practitioners manage their clinics (or mobile practices) from desktop browsers, tablets, or smartphones. The software caters to both stationary clinics and mobile practitioners through its core web app (referred to simply as “Noterro”) and its mobile companion app, Noterro GO.

What is Noterro GO?

Noterro GO is a standalone mobile app available on iOS and Android (and compatible with Apple CarPlay and Android Auto) that extends core Noterro features for mobile practitioners, such as home-visit massage therapists, on-site corporate wellness clinicians, or traveling physical therapists.

How much does Noterro cost?

Noterro uses a tiered flat-rate pricing model, billed monthly in CAD for Canadian clinics and USD for all other locations. Each tier unlocks progressively advanced features. Download the extended software profile for the breakdown.

Core clinic management system features

Noterro’s core offering covers five main areas: charting, billing, scheduling, management, and marketing. Each area includes specific tools that help streamline daily workflows.

Charting and documentation

Noterro simplifies charting for practitioners with tools like structured SOAP notes for efficient documentation of Subjective, Objective, Assessment, and Plan details. Predictive charting with smart tags minimizes repetitive typing, while customizable intake forms and advanced tools capture client health histories and objective findings, such as range of motion. AI-driven summaries highlight key insights and provide audio reviews, making them ideal for mobile practitioners.

Snippets store frequently used phrases for quicker documentation, while Noterro Scribe’s voice-to-chart technology allows practitioners to dictate notes on the go, automatically transcribing them into structured SOAP fields. Together, these features save time and improve clinical workflows.

Billing & financials

Noterro streamlines clinic operations with features like payment processing for credit card transactions. It simplifies insurance billing by generating CMS-1500 forms, tracking policies, and processing claims through TELUS eClaims (Canada) or integrations like Availity and Office Ally (U.S.). Clinics can boost patient loyalty with customizable service packages or subscription-based memberships, including prepaid bundles.

Other features include secure tipping, discounts, superbill generation for reimbursements, and automated insurance code population. For easier financial management, Noterro enables exporting invoices and payments to QuickBooks or Xero.

Scheduling & client engagement

Noterro offers a patient-facing portal and mobile web app, allowing clients to book, reschedule, cancel appointments, and complete intake forms on their smartphones.

It supports multi-location practices by assigning services to rooms, therapists, or equipment. Noterro also manages class sizes, sends invites, tracks attendance, and syncs with Google and Outlook calendars to prevent double-bookings.

Automated email, SMS, and voice-call reminders can be customized for each client. Clients can join waitlists, receiving notifications when slots open, and the software tracks real-time check-ins with an “arrived” status. For multi-site clinics, staff access can be restricted by location, ensuring streamlined operations across branches.

Staff & practice management

Noterro allows users to create user accounts with role-based access, granting permissions like chart-only or full billing privileges. Tag clients with custom labels (e.g., “Prenatal” or “VIP”) for easy filtering and segmentation. Seamlessly import patient records from other systems and schedule secure backups to protect data. Build digital signature forms for waivers and intake paperwork to streamline check-in workflows.

With advanced reporting, you can track revenue, invoices, treatment outcomes, and client retention, filtering by date, service, or practitioner. Noterro ensures high security with two-factor authentication, encryption, regular audits, and off-site backups. The mobile-friendly web app works on iOS and Android, allowing practitioners to update records on the go.

Marketing & client retention

Noterro's web app integrates with Mailchimp to sync patient lists for email campaigns and provides tools to manage retail product sales and inventory.

Additional features include a referral program where patients earn promotional credits by sharing a link, and analytics dashboards to track key metrics like revenue trends, appointment volume, and client retention.

Software features

• Appointment Management
• Billing Management
• Clinical Workflow
• Document Management
• Insurance and Claims
• Medical Templates
• Patient Demographics
• Patient History
• Patient Portal
• Referrals
• Reporting and Analytics
• Scheduling
• Voice Recognition

Download more information