Team Collaboration
PatientNotes team features let you collaborate with colleagues, share templates, and manage access across your practice. Whether you're a solo practitioner adding a medical assistant or a large group managing multiple providers, team management is flexible and easy.
Team Benefits
Teams enable shared templates, consistent documentation, and centralized billing management across your practice.
Team Topics
Learn everything about team management in PatientNotes:
Team Structure
PatientNotes uses a simple team structure:
Organization
The top level, representing your practice or clinic. Contains one or more teams and manages billing.
Team
A group of users who work together. Teams can share templates and collaborate on documentation. Most practices have one team.
Team Members
Individual users with different roles: Admins, Providers, and Staff. Each role has different capabilities.
Team Roles
Each team member has a role that determines what they can do:
| Role | Description |
|---|---|
| Admin | Full access to team settings, billing, and member management |
| Provider | Can record sessions, generate notes, and use all clinical features |
| Staff | Limited access for administrative support (varies by plan) |
Team Plans
Team features are available on all plans, with some differences:
Individual Plan
Single user account. Upgrade to Team plan to add members.
Team Plan
Multiple users with shared templates and centralized billing. Per-provider pricing.
Pricing
Quick Actions
Get Started
Ready to build your team? Start by inviting your first team member.