What is Organisational Analytics?
Organisational Analytics gives practice leaders a dashboard view of how PatientNotes is being used across their team — so you can see adoption, activity, and practice-level trends in one place rather than guessing.
It is available on the Professional plan and is limited to Owner and Power User roles.
Who can see it?
Owners — full access.
Power Users — full access.
Practitioners and Assistants — no access to organisation-level analytics.
If you're an Owner or Power User and can't see the dashboard, confirm your plan is Professional and that your role is set correctly.
What the dashboard shows
The dashboard brings together practice-level insights on how PatientNotes is being used across your organisation — giving Owners and Power Users visibility over team usage and adoption in a single view, rather than checking on individual practitioners one at a time.
Where to find it
Organisational Analytics is available to Owners and Power Users from within your organisation settings in PatientNotes. If you have the right role and plan but can't see it, chat with us via the support widget and we'll help.
Need help?
Chat with us via the support widget inside PatientNotes or email [email protected].