Setting Up Your Organization

1. Click on Settings.

 

2. Click on Clinic Setup.

 

3. Click on Create an organization.

 

4. Type Organization Name.

5. You can choose to

 

6. Add the business address details for your organization and click "Create".

 

7. If you selected to "Automatically include existing practitioners", you will see a list of users who have already signed up and use the same email domain.

 

8. To add new members to your organization, simply click on the Add button.

1. Once your organization is created, you can begin adding new members.
2. Select the 'Add Members' option and input their email addresses. 
3. You can invite new members. They will receive an invitation to join sign up and join the organization.

 

9. Type the practitioner's email address and click "Invite".

Read more about adding new users here: https://support.patientnotes.app/hc/en-us/articles/8768279958287-Adding-New-Users

 

10. 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. This is so the PMS and PatientNotes accounts can identify each other.

 

Current integrations

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

 

11. Troubleshooting Organization Setup

Domain Name Issues

If you're having trouble with your domain name, it could be due to the following reason:

Domain Name Already in Use

The domain name you’re trying to use has already been assigned to another organization in our system.

In this case, you’ll see the following error message:

"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.