AutoNotes

The Account & Practice Settings section is where you manage both your personal information and the clinical/practice details used throughout AutoNotes.

Account & Practice Overview

AutoNotes supports three roles in an organization/practice. Each role has different permissions for billing, user management, and documentation.

User Roles: Owner vs Admin vs Member

You can invite new users to join your organization/practice from the Settings → Members & Roles page. Each invite lets you choose whether the new user will join as a…

Inviting Members to Your Practice

You can manage or remove users from your organization/practice directly from the Settings → Members & Roles page.

Removing / Managing Members

The Privacy tab in Settings lets you control how AutoNotes handles document saving, recording storage, and client record visibility. These settings apply at the organization/practice level and help you manage…

Privacy Settings Overview

The Notifications tab lets you choose which alerts you receive and how you receive them. These notifications help you stay updated on important activity related to clients and documents.

Notification Settings

Note Preferences let you control the terminology AutoNotes uses in your documentation — for both clinicians and clients.

Note Preferences

How to manage your account, users, roles, billing details, privacy preferences, and other organization-wide settings.

Account & Practice Settings

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