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Docnote
Your Docnote self-service guide.
Getting Started
What is Docnote?
How do I set up my office?
What communication tools are in Docnote?
How do I agree to the terms and conditions?
Requests
How do I create a quick form request?
How do I create a standard form request?
How do I create a 3rd party request?
How do I track form requests?
What type of requests are there?
What do the request statuses mean?
Completing a Workplace Safety and Insurance Board (WSIB) Request
How to Issue a Refund in Office?
How do I submit a Service Canada request?
How do I submit a Prescription Request?
How do I create an OHIP request?
How do I search for a patient?
Is there a way to view a full history of a request?
How to Use Auto Send Feature
How Do I Accept a Refund Request?
How Do I Decline a Refund Request?
How Do I View a Refund Request?
Patient Management
How do I verify a patient?
How do I delete or edit a patient?
How do I do a bulk patient upload?
How do I download rostered patients form PSSuites to a .csv file?
How do I download a rostered patient list in QHR Accuro and export to a .CSV file?
How do I download a rostered patient list in Oscar and export to a .CSV
What type of file and formatting do I use for bulk patient upload?
3rd Party Contacts Bulk Upload
Office Management
How do I add staff to my office?
What roles and permissions can I use?
How do I publish or unpublish an office?
How do I temporarily close my office?
What does the request statuses mean?
How do I edit my office details?
Can I upload my own form templates to Docnote?
How do I add a patient?
How do I add 3rd party contacts?
How do I set my office hours?
Finances
How do I mark a 3rd party invoice as paid and adjust payment?
Service Management
How do I add services to my office?
How do I add fees to my office?
How do I edit services and fees?
How secure is Docnote?
Annual Plans
Creating an Annual Plan for Your Office
Editing an Annual Plan for Your Office
Viewing the Number of Subscribers for Each Plan
How does a patient sign up for the Annual Plan?
How does patient or office cancel an Annual Plan?
Manually Adding Patients to an Annual Plan in Docnote
Finance
How do I view my revenue from the Annual Plans?
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Annual Plans
Viewing the Number o...
Viewing the Number of Subscribers for Each Plan
This feature provides a quick overview of the number of subscribers per plan, offering a snapshot of subscription activity at a glance.

To view this information, click on the "Plan" tab located at the bottom left-hand side of the dashboard. This will take you directly to a summary page showing the number of subscribers for each plan.

 

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