Metanoa Capabilities

Feature Group	Feature Name	Description
Getting Started	Role-Based Onboarding	Guided entry points for owners, admins, and therapists so each user can find the right setup path quickly.
Clinic > Setup	Organization Setup	Configure the clinic's core identity and shared organization-level details.
Clinic > Setup	Branch Management	Operate multiple clinic locations under one organization and switch between them as needed.
Clinic > Setup	Department Management	Organize care teams by therapy area and use departments to structure access and workflows.
Clinic > Setup	Team Member Management	Add staff, assign roles, and connect them to the departments they work in.
Settings > Access	Role Management	Define what each staff role can see and do across the platform.
Settings > Access	Permission Controls	Fine-tune access to clinic data and workflows by role or department.
Clients > Management	Client Registration	Capture the information needed to add a new client into the system.
Clients > Management	Client Profiles	View and maintain the client record, including details needed for ongoing care.
Clients > Management	Client Assignment	Attach clients to the right staff or departments so they are visible to the correct team.
Calendar > Scheduling	Calendar Visibility	View appointments and workload across therapists and departments in the calendar.
Calendar > Scheduling	Session Scheduling	Create and manage therapy sessions with time, therapist, client, and department context.
Calendar > Scheduling	Availability Lookup	Check who is available at a specific time before booking or moving a session.
Calendar > Scheduling	Calendar Troubleshooting	Resolve scheduling conflicts and other calendar issues when something looks wrong.
Clinical > Assessments	Assessment Workflow	Complete assessments, save progress, sign them, and keep them tied to the client record.
Clinical > Assessments	Department Assessment Setup	Publish the right assessment forms to the right departments so staff see relevant workflows.
Clinical > Assessments	Assessment Reporting	Turn completed assessments into structured reports for review or sharing.
Clinical > Assessments	Assessment Library Management	Build, publish, and manage the forms that power department assessments and onboarding workflows.
Clinical > Assessments	Assessment Record Control	Keep completed assessments as permanent records that can be viewed, printed, and used for follow-up reporting.
Clinical > Goals	Goal Tracking	Record client goals and monitor progress over time.
Clinical > Goals	Goal Summaries	Generate a concise summary of goal progress from review history.
Clinical > Goals	Goal-Driven Session Planning	Build session plans from selected goals so therapy stays aligned to treatment priorities.
Clinical > Goals	Shared Goal Visibility	Let multiple providers working with the same client see and update the same goals and progress.
Clinical > Sessions	Session Documentation	Capture session notes and clinical documentation in the normal care workflow.
Clinical > Sessions	Session Planning	Build a session plan from selected goals and session details.
Clinical > Sessions	AI Session Note Structuring	Rewrite notes into SOAP-style or narrative progress documentation.
AI > Documentation	AI Assistant	Provide in-workflow AI support without requiring a separate tool or app.
AI > Documentation	Voice Dictation	Dictate text directly into supported fields instead of typing by hand.
AI > Documentation	Assessment Report Generation	Draft assessment reports from completed forms to reduce manual write-up time.
Library > Forms	Form Library	Maintain the forms used by therapists and departments across the organization.
Library > Forms	Department Libraries	Keep department-specific form sets organized and available to the right team.
Library > Forms	Form Building	Create forms from scratch and add the elements needed for clinical workflows.
Library > Forms	Form Publishing	Publish, update, deactivate, and manage forms over time.
Billing > Payments	Billing Structure	Define how billing works across sessions, rate plans, and client wallets.
Billing > Payments	Session Payments	Track and charge session-level payments as part of the clinical workflow.
Billing > Payments	Client Wallet	Maintain client balances and transaction history in one place.
Billing > Payments	Rate Plans	Create pricing structures that can be assigned to clients.
Billing > Payments	Billing Analytics	Review billing, payment, and rate-plan performance from analytics views.
Reporting > Analytics	Operational Analytics	Review reports and analytics that help leaders understand clinic activity.
Reporting > Analytics	Therapist Performance Reporting	Monitor therapist activity and performance trends.
Apps > EIP	Early Intervention Program	Support early intervention workflows for children from birth to age 3.
Apps > EIP	EIP Care Coordination	Enable coordinated work between service coordinators, therapists, and specialists.
Apps > EIP	EIP Department Setup	Configure EIP as a department type so it fits into the existing clinic structure.

Features List

Metanoa Capabilities

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