Transferring account ownership isn't something you can do from within PatientNotes — there's no self-serve option in the UI. It needs to be handled manually by our support team.
How to Request a Transfer
Contact us via the chat widget inside PatientNotes with the following details:
The current owner's email address
The new owner's full name and email address
Your clinic name
Our team will update the ownership on the backend and confirm once it's done.
Good to Know
The new owner must already have a PatientNotes account, or one will need to be created for them before the transfer can be completed
All sessions, notes, templates, and subscription details remain with the account — nothing is lost during the transfer
If the outgoing owner is also on the team, you can remove them from Settings → Team after the transfer is complete
Need help? Use the chat widget inside PatientNotes or email [email protected].