Getting Started — Clinic Admins

As a clinic administrator, you manage your organization's team, patient access, and invitations on MetricHealth.

---

1. Your Admin Dashboard

After signing in, you have access to:

• Clinician Management — approve, archive, and invite clinicians
• Patient Management — view all clinic patients and manage invitations
• Invite Codes — issue, rotate, and revoke access codes
• Clinic Settings — update organization information

Like clinicians, admins can enable two-factor authentication under Settings for added account security.

---

2. Managing Clinicians

Approving new clinicians

When a clinician signs up with your clinic's invite code, you'll be notified.

1. Go to Clinicians
2. Review pending requests
3. Click Approve to grant access, or Reject with an optional reason

Clinicians cannot see patient data until you approve them.

Inviting clinicians

1. Go to Clinicians > Invite
2. Enter the clinician's email
3. Track status: Pending, Viewed, or Expired
4. Resend expired invitations if needed

Archiving and reactivating

• Archive — removes access without deleting the account
• Reactivate — restores a previously archived clinician

---

3. Managing Patient Access

Inviting patients

1. Go to Patients > Invite
2. Enter the patient's email
3. Track status and resend if expired

Invite codes

Manage the codes that clinicians or patients use to register:

1. Go to Invite Codes
2. View active codes, who issued them, and when
3. Revoke a code if it should no longer be used (a new code is issued automatically)
4. Review revoked-code history for your records

Code types: clinic-issued patient codes, clinic-issued clinician codes, and per-clinician codes.

---

4. Subscription & Billing

Your MetricHealth plan and billing are managed by our team. To review your subscription, update your plan, or ask a billing question, contact support@mymetrichealth.com and we'll help.

---

5. Clinic Settings

• Edit clinic name, company name, and address
• Review the role-based permission matrix

Action	Patient	Clinician	Admin
Complete assessments	Yes	—	—
View patient results	—	Yes	Yes
Assign assessments	—	Yes	Yes
Approve clinicians	—	—	Yes
Manage invitations & codes	—	—	Yes

---

6. Common Workflows

Onboarding a new clinician

Send invitation → clinician registers → approve the request → clinician sees patients

Onboarding a new patient

Send invitation → patient registers → completes onboarding → clinician assigns assessments

Offboarding a clinician

Go to Clinicians → select clinician → Archive. Access is revoked; patient data is preserved.

Rotating invite codes

Go to Invite Codes → revoke the current code → a new code is generated automatically → distribute it to your team