Invite a patient to Docnote from their chart in PS Suite. With a Docnote account, they can see their payments and documents from your office in one place. This takes about 1 minute.

Your patient doesn't need an account to pay a request. See Can a patient pay without an account?

Before you start

• The patient's chart needs an email address. The invitation goes to it.
• The Docnote custom forms must be installed in PS Suite. See How do I install the Docnote custom forms in PS Suite?

Send the invitation

1. Open the patient's chart and click Invite in the Docnote toolbar.

2. Under Patient Information, check the patient's name, date of birth and email.

3. Under Practitioner, check the practitioner.
4. Send the invitation.

What happens next

1. The invitation is saved in the patient's chart.
2. Your patient gets an email with a link to create their Docnote account.
3. Sending an invitation doesn't create a request or charge your patient anything.