Admin Settings

Admin → Dashboard

User

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Total Users

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Total Clients

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Protocols

Recent Activity

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Quick Actions

Access Review Status

HIPAA

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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.

System Health

Run diagnostic tests to verify system components are working correctly.

User Email Role(s) Clinic Status Last Login Actions
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Manage Roles & Permissions

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Permission Matrix

View and edit module access for each role

Select a role to view permissions

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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

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Audit Log

Date/Time User Action Entity Details
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External Integrations

Connect your booking and EHR platforms to sync clients and appointments

Momence

Fitness & wellness booking platform

Not Connected
Clients Appointments Sessions

Practice Better

Health practitioner EHR platform

Coming Soon
Clients Appointments Notes

Bookem

South African booking platform

Coming Soon
Clients Appointments
Client Date Duration Status Confidence Red Flags Review
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