Admin Settings

Admin → Dashboard

User

-

Total Users

-

Total Clients

-

Protocols

Recent Activity

Loading activity...

Quick Actions

Access Review Status

HIPAA

Loading access review status...

Clinic Branding

These settings appear on all downloaded documents (reports, engagement plans).

PNG, JPG, GIF, WebP, or SVG. Max 5MB.
Appears in document footers. Leave blank to use clinic name only.
Shown in document footers below the practitioner name.
Used to display monetary values across the platform (analytics, reports, invoices).

Invoice Credentials

Shown on all invoices, receipts, and account statements. Used for insurance claims.

Practitioner Credentials

Shown below clinic name on all documents.
Appended after your name, e.g. "Mina Kavia, MPT, R.Ac".
Title College / Body Reg #

System Health

Run diagnostic tests to verify system components are working correctly.

User Email Role(s) Clinic Status Last Login Actions
Loading users...

Manage Roles & Permissions

Loading roles...

Permission Matrix

View and edit module access for each role

Select a role to view permissions

Loading clinics...

Knowledge Base Sharing

KB Sharing Modes

  • Private: Only your clinic can access your KB documents
  • Shared: Documents are shared across all clinics
  • Hybrid: Global documents shared, plus private collections

Loading KB collections...

Audit Log

Date/Time User Action Entity Details
Loading audit log...

External Integrations

Connect your booking and EHR platforms to sync clients and appointments

Momence

Booking platform — one-time data import, not a live sync

Not Connected
Clients Appointments Sessions

Practice Better

Health practitioner EHR platform

Coming Soon
Clients Appointments Notes

Bookem

Booking platform — one-time data import, not a live sync

Coming Soon
Clients Appointments

Zoom

Auto-create a Zoom meeting for every video appointment & group Q&A

Not Connected
1:1 Video Group Q&A Auto Join Links

Daily.co

Built-in video for 1:1 appointments and group sessions

Active
1:1 Video Group sessions Recording
Built in — no setup needed

Fullscript

Supplement dispensary and prescriptions

Available
Supplements Dispensary
Client Date Duration Status Confidence Red Flags Review
Loading intake sessions...

AI Usage Analytics

-

Total API Calls

-

Cost at list rates

-

Input Tokens

-

Output Tokens

-

Errors

Usage by Provider & Model

Provider Model Calls Cost (USD) Input Tokens Output Tokens Avg Latency
Select a period to load data

Usage by Feature

Feature Provider Calls Cost (USD) Input Tokens Output Tokens
Select a period to load data

Usage by Tenant

Tenant Calls Cost (USD) Input Tokens Output Tokens
Select a period to load data