Setting Up Your Organization

Step 1: Navigate to the 'Organization' section in your PatientNotes.app profile. Click on the “Create Organization” button.

Step 2: In the provided fields, enter your organization's name and relevant details.

Step 3: Adding New Members

1. Once your organization is created, you can begin adding new members.
2. Select the 'Add Members' option and input their email addresses.  You will see a list of current PatientNotes users with the same email domain name.   
3. You can invite new members. They will receive an invitation to join sign up and join the organization.

Step 4:  Setup Practice Management Integration. 

Please make sure to register your organization using the same email address that you use to log into your practice software.

Current integrations

• Nookal -  click here for the Nookal setup guide
• Cliniko -   click here for the Cliniko setup guide

Troubleshooting Organisation setup

Domain Name Issues

If you encounter difficulties with your domain name, it may be due to the following reason:

• Previously Used: The domain name has already been utilized for setting up another organization within our system.
  
  The following error will appear.  Domain name is not allowed for an organization
  
  

For assistance in resolving these issues, please reach out to us at hello@patientnotes.app. Our support team will guide you through the necessary steps to resolve any domain-related concerns.