New to Docnote? Work through these six steps in order. Each one links to the guide that walks you through it.
- Accept your invitation. Open the email invitation and set up your Docnote account. See How do I accept my invitation?
- Connect Stripe. Stripe is the payment service that sends what your patients pay to your bank account. See How do I finish my Stripe onboarding?
- Add your tax information. Add your legal business name and, if you charge it, your GST/HST number. They appear on the invoices Docnote issues for you. See How do I add my GST/HST number?
- Connect your EMR and install the forms. Add the Docnote forms to PS Suite so you can send requests from a patient's chart. See How do I install the Docnote custom forms in PS Suite?
- Invite your team. Add your office staff and choose what each person can do. See How do I invite a team member?
- Send your first request. Send a patient a request to pay for a form, a note or a prescription renewal. See How do I send a service request with Docnote?
Helping your patients¶
When a patient calls the office with a question about their request, Helping your patients shows what they see, what to do when they can't find the email or their link is locked, and which guides you can send them.