Multi-member practice with role-based access
Add clinicians, front-desk staff and practice managers, each with the permissions they need. Solo, group or multi-site, the same tool scales with you.
One practice. One source of truth.
Running a clinic means coordinating clinicians, front desk, calendar and billing across multiple people. GreenNotes brings them onto one POPIA-compliant platform with shared records and role-based access.
The overhead of running a clinic
Each clinician runs their own paper trail, so the practice has no unified record
Front-desk staff re-type patient demographics into multiple systems every day
No way to give the practice manager visibility into bookings, billing or workload
Onboarding a new clinician means setting up letterheads, templates and access from scratch
Billing exports cobbled together in spreadsheets at month-end
How GreenNotes helps clinics
A central calendar across the practice
See every clinician’s schedule in one view, route bookings to the right person, send automated reminders by email, WhatsApp or SMS and link intake forms to appointments. Use the GreenNotes WhatsApp number or connect your practice’s own WhatsApp Business number.
Shared letterheads, templates and branding
Configure practice letterheads, signatures and templates once. Every AI-generated letter, sick note or report goes out on consistent practice branding.
Practice-wide billing exports
One-click export of consultation data to Excel for your billing workflow, across clinicians and across the month, or bill directly in GreenNotes Billing & Claims.
Security and permissions across the team
Per-feature permissions for every team member, clinical fields encrypted with a key unique to your practice, records hosted in South Africa, two-factor sign-in and field-level change logs. GreenNotes acts as your operator under a published Data Processing Agreement; the practice remains the responsible party under POPIA.
Bring the practice onto one platform
Talk to us about a Practice plan with volume discounts, multi-user management and custom onboarding for your team.