Need to hand your PatientNotes account over to someone else? Our support team can transfer ownership and billing for you. It's done on our end, so there's no setting for it in the app.
đĄ Only need someone to help manage the team? If they just need to invite or remove team members and adjust team templates, without billing access, you don't need to transfer ownership. Give them the Power User role instead. Power User role â what can they do?
Step 1: Set up the new owner
If the new owner doesn't already have a PatientNotes account, ask them to create one.
They'll need to purchase a subscription. This links their payment method to their account.
Step 2: Request the transfer
Contact us via the chat widget inside PatientNotes with:
The current owner's email address
The new owner's full name and email address
Your clinic name
Step 3: We'll do the rest
The PatientNotes Support team will move account ownership and billing over to the new owner. We'll also credit any extra subscription they purchased while setting up billing, so they won't pay twice. We'll confirm with you once it's done.
Good to know
All sessions, notes, templates and subscription details stay with the account. Nothing is lost in the transfer.
If you use an integration such as Cliniko or Nookal, the organisation API key may need to be re-established with the new owner.
If the outgoing owner is leaving the team, you can remove them from Settings â Team once the transfer is complete.
Need help? Use the chat widget inside PatientNotes or email [email protected].