Your Docnote self-service guide.
Getting Started
Learn how to get started with Docnote.
Requests
Creating, tracking, and completing requests.
Patient Management
Invite and manage patients.
Office Management
Manage office info, add users and 3rd party contacts, and review finance reports.
Service Management
Services and fees.
Annual Plans
Creating and managing annual plans, subscribers, and plan fees.
Finance
Frequently Asked Questions
How do I edit a patient's email on request that is already started?
What if my employer wants to pay for my note?
Can patients view my name on Docnote?
Am I able to only offer monthly plans only?
How do I make a request that requires it to be mailed?
When I add a discount to my request, do the additional fees receive the same discount?
How do I automatically send a request once they've paid?
Why is my request showing as in progress but the patient has paid for it?
What is the purpose of the having to submit a request?