Chartnote Teams: features and how it works

Chartnote Teams: features and how it works

One subscription for your practice, with shared tools, assistant seats, and admin controls.

Who this is for: Practices with more than one clinician · Plans: Team Max, Enterprise · Where: Web (app.chartnote.com), mobile app

Collaboration

  • Share notes with a colleague, a Group or the whole team, with View only or Editable access.
  • Set up sharing policies that share new notes automatically.
  • Share templates and snippets with the team. They appear under "Shared with me."
  • Use Groups to organize who shares with whom.

Assistant seats and Handoff (new)

Each paid seat (Member or Admin) includes one assistant seat at no extra cost.

  1. The assistant starts an intake for a doctor and patient, adds a sticky note or files, records, and taps Handoff.
  2. The doctor gets the pre-charted draft with the Highlights, records the visit and generates the note.
  3. The doctor can send the finished note back with Send to assistant (in the note's top three-dot menu). The assistant enters it in the EHR and clicks Mark as done.

Note: While a note is with the assistant, it's locked for the clinician. Use Unassign from… to take it back and edit.

Unlimited notes

Every Member on Team Max gets unlimited AI notes, snippets and dictation. Credits and tokens show as "unlimited."

Centralized billing

One subscription and one invoice for the whole team. Admins manage seats, credits and tokens.

Admin tools

Admins manage the team in Team Management: in your team context, click Team in the left sidebar. It has Team's Dashboard, Usage, Settings, Seats, Invitations, Groups and Subscription. Admins also get Log history, MFA enforcement and a team Note Retention Policy. Admins can't see notes unless they're shared with them.

Trash and Archive

Deleted notes go to the Trash for 30 days. Archive moves finished notes out of your list without deleting them.

What about Enterprise?

Teams suits groups of 2 to 50 members. Enterprise adds single sign-on (SSO), access to our SOC 2 Type II report through the Trust Center, specialized onboarding and custom billing. Note retention isn't Enterprise-only: every team Admin can set a Note Retention Policy.

Talk to us

Want a walkthrough of Teams or Enterprise, or to talk about a trial for your team? Request a demo and we'll get back to you.

Last reviewed: October 2026 · Applies to Chartnote 3.0