Getting Started and Account Management:
A Guide to Signup, Profile Setup, Subscription Management, Password Reset, and Creating Desktop Shortcuts.
36 articles
- "Not enough seats" when adding or swapping a practitioner
- Signing up
- Which plan do I need? Essential, Professional and Clinic compared
- How do I change my login email address?
- Admin or Owner who doesn't record sessions — do they need a paid seat?
- Extend my trial, discounts, annual plans and team pricing
- Installing the PatientNotes Desktop App (Mac & Windows)
- What Happens to My Data If I Cancel?
- How Do I Record Patient Consent Before a Session?
- Setting up your subscription
- Setting Up Your Organization
- User levels
- Adding New Users
- Can I Get a Credit if I Reduce the Number of Users in My Team?
- Do I Need an app to Record a Session?
- How to disable the consent screen in PatientNotes
- IOS app
- How to Change the Currency on Your Subscription
- Resetting your password
- How to download invoices, receipts and tax invoices
- Consent forms - tips to adding PatientNotes to your existing consent workflow
- Creating a bookmark /shortcut to desktop
- Student Subscriptions
- HIPAA
- HIPAA BAA
- Updating your subscription
- Cancelling your subscription
- Can I Cancel My 14-Day Trial?
- Early Access Features
- Individual vs Team vs Clinic Plan (Pricing + How to Subscribe)
- Downsizing your subscription (reducing user seats)
- Account & Access Management
- Does PatientNotes work for my profession or workflow?
- Adding a user to your organisation — step by step
- Power User role — what can they do?
- My trial ends today — what happens next