Settings Overview
PatientNotes settings let you personalize the app to match your workflow. Access settings from the sidebar menu or by clicking your profile icon.
Accessing Settings
Click Settings in the sidebar, or click your profile icon in the top right and select Settings from the dropdown.
Settings Topics
Explore the different settings categories:
Quick Settings Guide
Here are the most commonly adjusted settings:
Default Template
Set the note template that's automatically selected for new sessions.
Settings → Preferences → Default Template
Display Name
Change your name as it appears in the app and on notes.
Settings → Account → Profile
Keyboard Shortcuts
Customize keyboard shortcuts to match your workflow.
Settings → Preferences → Shortcuts
Change Password
Update your account password.
Settings → Security → Password
Settings Categories
| Category | What You Can Change |
|---|---|
| Account | Profile info, email, specialty, organization name |
| Preferences | Default template, keyboard shortcuts, notifications, language |
| Security | Password, two-factor authentication, active sessions |
| Team | Team members, roles, invitations (admins only) |
| Billing | Subscription, payment methods, invoices (admins only) |
Personal vs. Team Settings
Some settings apply only to you, while others affect your entire team:
Personal Settings
Only affect your account:
- • Your profile information
- • Password and security
- • Keyboard shortcuts
- • Default template preference
- • Notification preferences
Team Settings
Affect all team members:
- • Organization name
- • Team default template
- • Member roles and permissions
- • Billing and subscription
- • Shared templates
Admin Access
Get Started
Learn how to manage your account settings or customize your preferences.