How do I change my email address?
Login email changes are done by our team — you can't change it yourself in Settings. Contact us via the help widget with your current email, the new email you'd like to use, and your clinic name. How to request an email change
How do I add a team member to my account?
Go to Settings → Clinic Setup → Members → Add member and enter their email address. They'll receive an invitation to create their own login under your clinic account. Adding a user step by step
Each user takes a paid seat. What does adding a user cost?
How do I remove a team member?
Go to Settings → Clinic Setup → Members, find the team member you'd like to remove, and remove them. Their notes and sessions remain in the account, and they're no longer billed from the next billing cycle.
How do I give someone admin access?
Give them the Power User role in Settings → Clinic Setup → Members. Power Users can manage the team, roles, templates and organisation settings; billing stays with the account Owner. Power User role
Want an admin or Owner who doesn't record sessions? Do they need a paid seat?
How do I transfer account ownership?
There's no self-serve option to transfer account ownership — our support team handles it. Contact us via the chat widget with:
The current owner's email address
The new owner's name and email address
Your clinic name
Our team will update the ownership and confirm once it's done.
How do I unsubscribe from PatientNotes emails?
You can unsubscribe from marketing emails using the unsubscribe link at the bottom of any email we send. If you'd like to be removed entirely from our mailing list, contact us via the chat widget with your email address and we'll remove you promptly.
How do I delete my account?
If you'd like your account and data deleted, please contact us via the chat widget or email [email protected]. We'll process your request in line with our privacy policy.
Still have questions?
Chat with us via the help widget inside PatientNotes or email [email protected].