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Which plan do I need? Essential, Professional and Clinic compared

What's included in Essential, Professional and Clinic, who each plan suits, and where to find current pricing.

PatientNotes has three plans: Essential, Professional and Clinic. All are priced per user, per month, and you can pay monthly or yearly (yearly saves 10%).

Current prices and the live comparison: patientnotes.app/pricing

Plan comparison

Feature

Essential

Professional

Clinic

Sessions and templates

Unlimited sessions

✓

✓

✓

Note templates

2

Unlimited

Unlimited

Letter templates

5

Unlimited

Unlimited

Report templates

—

Unlimited

Unlimited

Multi-session reports

—

✓

✓

PDF form auto-fill (pre-fill your PDF forms)

—

✓

✓

Template library

✓ (within your template limit)

✓

✓

Personalised templates

✓

✓

✓

Data and privacy

No AI training on your data

✓

✓

✓

No AI partner data storage

✓

✓

✓

Choose your data region

✓

✓

✓

Recording and inputs

Transcription mode

✓

✓

✓

Telehealth mode

✓

✓

✓

Dictation mode

—

✓

✓

PDF file uploads (add context to notes)

—

✓

✓

Audio file uploads

—

✓

✓

Smart Snippets

—

✓

✓

Team

Team management

—

—

✓

Role-based access control

—

—

✓

Analytics dashboard

—

—

✓

Shared templates

—

—

✓

Team training

—

—

✓

Apps and integrations

Practice software (PMS/EHR/EMR) integrations

✓

✓

✓

iOS and Android app

✓

✓

✓

Mac and Windows app

✓

✓

✓

Browser extension

✓

✓

✓

Copy to clipboard

✓

✓

✓

Support

Help centre and email support

✓

✓

✓

1:1 setup and template sessions

—

✓

✓

Security and compliance

Single sign-on (SSO)

✓

✓

✓

2FA/MFA authentication

✓

✓

✓

AES-256 encryption at rest, TLS in transit

✓

✓

✓

GDPR and HIPAA compliant

✓

✓

✓

HIPAA BAA (US only)

—

✓

✓

Optional add-ons

Custom Structured: custom template builder

Add-on

Add-on

Add-on

AI Assistant Builder: AI assistant for your templates

Add-on

Add-on

Add-on

✓ included · — not included

Which one should I choose?

  • Essential: notes only, with standard templates.

  • Professional: letters, reports, PDF form auto-fill, dictation, uploads or unlimited custom templates, plus 1:1 help setting up your templates.

  • Clinic: a team that shares templates and needs admin control, analytics or training. Each clinician gets their own login, managed centrally under one clinic account.

Team pricing, discounts and larger clinics

For larger teams, annual plans or special pricing, message us in the chat and we'll put together the right option. Trial extensions, discounts, annual plans and team pricing

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