Want to manage your clinic's PatientNotes account — the team, templates and settings — but you don't record sessions yourself? Here's how admin access and seats work.
Does an admin or Owner need a paid seat?
Generally, yes. Every user who logs in to your PatientNotes organisation uses a paid seat, whatever their role — including the account Owner and Power Users (admins). How seats and billing work
Organisations with more than 5 users
If your organisation has more than 5 users and you'd like an Owner or admin who doesn't use PatientNotes clinically to manage the account without a paid seat, contact us and we'll consider your request. Include:
Your clinic or account name
How many users are in your organisation
The name and email of the person who'd be the admin, and what they need to manage
Handing your clinical seat to someone else
If you're the Owner and you're stepping back from using PatientNotes, you can bring a new practitioner into your organisation from Settings → Clinic Setup → Members. Adding a user step by step
If you want to keep managing the account without a seat of your own, contact us first so we can set it up correctly — changing your own role or ownership isn't something you can do yourself. Want someone else to take over as Owner entirely? See How to transfer account ownership.
What can an admin do?
A Power User can manage the team, roles, templates and organisation settings. Billing stays with the account Owner. Power User role — what can they do?
Contact us
Chat with us via the help widget inside PatientNotes or email [email protected].