How to Invite Patients to Docnote

Inviting patients to Docnote is quick and easy. You can invite one patient at a time or send multiple invitations at once — all that is required is the patient's email address.

Steps to invite a patient:

1. Select Patients from the left-hand menu.
2. Select the orange "Invite Patient" button.
3. Enter the patient's email address — this is the only required field for a single invite.
4. To invite multiple patients at once, select the orange "+" button to add additional email addresses.
5. Optionally, add a personal note to accompany the invitation. This is a great opportunity to let patients know:
   • That Docnote is your office's new platform for uninsured services
   • Instructions on how to create their account and submit a request
   • Any other information relevant to getting started
6. Once ready, select the orange "Send Invitation(s)" button to send.

💡 Tip: A warm, informative note goes a long way — offices that include a brief explanation of what Docnote is and what patients can use it for tend to see higher account activation rates.