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Welcome to Metanoa

Absolute basics I need to know Registration & profile setup First-Time Setup I’m a clinic owner I’m a therapist I’m a clinic administrator

AI in Metanoa Using Your Voice to Type Assessment Reports Goal Summaries Session Plan from Goals Session Notes with AI

Organization Branches Departments Team Members Roles and Access

Adding a Clients Client Onboarding Client Profile and Overview Customising the Client Form One Page Profile Uploading Files During Onboarding

Understanding the Calendar Booking Sessions Managing Sessions Who's available at a specific time?Troubleshooting the Calendar

How Assessments Work Setting Up Assessments for a Department Completing an Assessment Signing and Printing Generating an Assessment Report

Goals Sessions Reports

How the Library Works Department Libraries Core Forms Building a Form Publishing and Managing Forms

Understanding Billing Session Payments Client Wallet Rate Plans Link rate plan to Client Billing Analytics

Understanding Analytics Therapist Performance Report

Personal Settings Clinic Settings Permissions

Overview Department access explained Restrict department access Set up roles & permissions

Settings & Preferences

Permissions

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Clinic Settings

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Overview

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