Note: Before subscribing to a plan please ensure you have verified your email address.
To register for a PatientNotes plan, please follow these instructions:
1. Click on Settings.
2. Click on Subscription.
3. Select AUD from Currency.
4. Click on Buy now and you will be taken to a Stripe payment portal.
5. You will be taken to a Stripe payment portal. Complete the payment in Stripe Checkout.
6. Once completed return to PatientNotes and you will see that you have an active plan.
To upgrade your plan or the number of users in your organisation Transitioning from a Professional plan to a Clinic/Organizational plan involves specific steps to ensure proper billing and plan activation. Follow the detailed guide below to manage this transition effectively.
1. In the subscription setting select the Manage plan button. If transitioning to a Clinic/Organizational plan, ensure you adjust the seat count to meet the minimum requirement (e.g., 5 seats).
2. Choose the plan and enter the number of users. Verify that the pricing reflects the organizational rate after adjusting the seat count. If the rate does not apply, double-check the seat count and retry.
3. Return back to PatientNotes and this will be updated. To avoid double charges, cancel your personal plan and let it remain active until the end of its billing period before activating the Clinic/Organizational plan.
Once updated, you can easily manage your users from within the platform.
You can then proceed to manage your users on the Organization page - to learn more about managing an organization. Timing your transition carefully ensures you do not lose any remaining paid time on your personal plan. Activate the Clinic/Organizational plan only after the personal plan expires.
FAQs
What happens if the organizational rate does not apply after increasing the seat count?
Double-check that the seat count meets the minimum requirement for the Clinic/Organizational plan.
Retry adjusting the seat count or verify that the plan reflects the correct tier. Can I keep my personal plan active while transitioning to a Clinic plan?
It is recommended to cancel the personal plan and let it remain active until the end of its billing period before starting the Clinic plan. Will I lose any remaining paid time on my personal plan?
No, you can allow the personal plan to remain active through its billing period before activating the Clinic plan to avoid losing any paid time.
If you have any issues please contact our support team [email protected]