Adding New Users

Step 1: Check Your Subscription and Available Seats
Before adding new members to your team in PatientNotes.app, it's essential to ensure that your subscription accommodates the additional users. Navigate to the 'Subscription' section under your account settings. Here, you can view your current plan and the number of seats available.

Step 2: User Setup Requirement Before Addition
To add a team member to your organization in PatientNotes.app, they must first create their account and verify their email address.

To set up a new account visit - https://www.patientnotes.app/auth/signup

Step 3: Adding Users with the Same Domain Name If the new member you wish to add has an email with the same domain as your organization, they will automatically appear in your organization's list. To add them. Look for the new member in the list of users with the same domain and check the "add button".

Step 4: Invite Feature  If the user does not have the same email domain then use the invite button-  the user will need to sign up and accept the invite to join your organization. 

If you require additional assistance please contact our support team hello@patientnotes.app.