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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

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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.

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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.

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

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Unlimited notes

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

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Centralized billing

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

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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.

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Trash and Archive

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

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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.

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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