Setting up Docnote goes faster with a few details at hand. Here's what you'll be asked for, and when.

To accept your invitation

Everyone needs:

• the invitation email from Docnote (the link works for 30 days)
• a password of at least 8 characters, including at least one letter and one number

Practitioners also confirm their professional details:

• practitioner type: physician or nurse practitioner
• the province or territory where you're registered
• your college registration number
• your specialty and preferred language

If you're the first owner and are activating a new practice, also have the practice's name and office address (street, city and postal code).

See How do I accept my invitation? or How do I activate my practice?

To get paid

Before patients can pay, you set up a deposit account with Stripe, Docnote's payment partner. Stripe asks for details about you and your business:

• a phone number to verify who you are
• your business type, for example a sole proprietorship or a corporation
• your legal business name and business address
• the bank account your payouts go to

If you're registered for harmonized sales tax (HST), also have your GST/HST number and your legal business name exactly as registered with the Canada Revenue Agency.

See How do I set up my deposit account? and How do I add my GST/HST number?

An office admin can do this part

Someone at your office can set up payments on a practitioner's behalf. See Can my office admin set up Stripe for me?

To receive requests from your EMR

If your clinic uses PS Suite, you'll download the Docnote custom forms and import them into PS Suite. See How do I install the Docnote custom forms in PS Suite?