Agency Plan (Team & Group Subscriptions)

The Agency Plan lets a healthcare practice, home health agency, or clinic run SOAP Note Buddy across the whole team with one invoice, one BAA, and one place to manage seats.

See pricing and build a plan: soapnotebuddy.com/agency-plan

Quick facts

• Per-seat pricing — same base as our individual plan ($59/seat for Base, $99/seat for Voice) with automatic volume discounts: 5% at 10+ seats, 10% at 25+, 15% at 50+, 20% at 100+. Annual saves an additional 10% on top of the volume discount.
• Mix and match Base + Voice seats within one agency.
• Minimum 2 seats, no maximum.
• One Business Associate Agreement (BAA) signed by the admin on behalf of the entire agency.
• Admin dashboard at soapnotebuddy.com/admin/agency.
• Domain auto-join + Auto-Add Seats for hands-off onboarding.

Full agency docs

• Agency Plan Overview — what it is, who it’s for, how it differs from individual
• Setting Up Your Agency — step-by-step from checkout to inviting your team
• Signing the BAA — what the BAA is, how to sign, how to download
• Inviting Clinicians — single, bulk, re-invite blocked
• Member Statuses Explained — Active / Invited / Pending login / Blocked
• Domain Auto-Join — let clinicians at your domain join automatically
• Auto-Add Seats — grow your plan on demand
• Managing Seats and Billing — add/remove seats, switch billing cycle, change seat types
• Removing a Clinician — what happens to access, data, and seat count
• Agency Billing and Invoices — where to find invoices, what triggers each charge
• Joining Your Agency (Clinician Guide) — for clinicians being invited or auto-joining