When Docnote sets up a new practice, the first owner gets an invitation to activate it. Activating confirms the practice's details, creates your account and puts the practice live. This takes about 5 minutes.

If you're joining a practice that's already on Docnote, see How do I accept my invitation?

Before you start

• Find the invitation email from Docnote. The link in it works for 30 days.
• Have your practice's office address and your college registration number at hand.

Open your invitation

1. In the invitation email, open the link.

   A welcome page shows your name, the practice and your role, Owner.

2. Click Set up practice.

Check your practice details

1. On Practice details, check and correct:

   • Practice name: this is how your practice appears to patients.
   • Clinic address, City and Postal code
   • Province / Territory

2. Click Continue.

Check the province before you continue

Once the practice is active, you can still edit its name and address in Settings, but not its province.

Confirm your professional identity

1. On Professional identity, check what was filled in for you, and correct anything that's wrong: Practitioner type, Province / Territory, your college registration number, Specialty and Language preference. The Regulatory body fills in by itself.

2. Click Continue.

Office staff who activate a practice skip this step.

Create your account

1. On Create your account, check your name. Your email address comes 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 Activate practice.

What happens next

You'll see You're all set and a message that your practice is now live on Docnote. Click Enter to open your dashboard.

Your dashboard suggests what to set up next, such as your deposit account and your EMR connection. To bring in the rest of your team, see How do I invite a team member?