You've been invited to Docnote by email. Accepting it creates your account and adds you to the practice. Creating your account takes less than a minute.

If you're the first person setting up a new practice on Docnote, you'll activate the practice instead. See How do I activate my practice?

Before you start

• Find the invitation email from Docnote. The link in it works for 30 days.
• Practitioners: have your college registration number at hand.

Open your invitation

1. In the invitation email, open the link.

   A welcome page shows your name and the practice you're joining.

2. Click Get started.

Review your details

1. On Practice details, check the practice name and address. These are managed by the practice owner, so you can't change them here. Click Continue.

2. Practitioners only: on Professional identity, check what your clinic filled in for you, and correct anything that's wrong:

   • Practitioner type (Physician or Nurse Practitioner)
   • Province / Territory
   • your college registration number (the Regulatory body fills in by itself from your province and type)
   • Specialty
   • Language preference

   Then click Continue.

Check your registration number now

This is the easiest time to fix it. Once your account is created, a wrong number can only be changed by Docnote support.

Office staff skip this step and go straight to creating their account.

Create your account

1. On Create your account, check your name. Your email address is filled in from the invitation and can't be changed here.
2. Create a password and type it again to confirm it. It needs at least 8 characters, including at least one letter and one number.
3. Read and tick each agreement.

4. Click Join practice.

What happens next

You'll see You're all set and the name of the practice you joined. Click Enter to open your dashboard. From now on, sign in with your email address and the password you just created.

Practitioners: Docnote checked your college registration before your invitation was sent, so you can carry on setting up straight away. See Why do I need to be verified?

The link doesn't work?

If the page says the invite has expired, been revoked or been replaced, ask whoever invited you to send a new one. If it says the invite was already accepted, sign in instead.