Getting Started — Clinicians
Patient management, assessment assignment, results review, and data export
This guide covers everything you need as a clinician — from joining your clinic to assigning assessments, reviewing results, and exporting reports.
1. Joining MetricHealth
Via invite code
- Get an invite code from your clinic administrator
- Sign up at the MetricHealth registration page
- Verify your email
- Wait for your clinic admin to approve your request
Via direct invitation
- Your admin sends you an email invitation
- Click the link and complete registration
- Access is activated once approved
You must be approved by a clinic administrator before you can access patient data.
2. Signing In & Security
Clinicians sign in to the web portal with an email address and password. For added protection of patient data, you can enable two-factor authentication (2FA):
- Go to Settings
- Open the Two-Factor Authentication card
- Scan the code with an authenticator app (such as Google Authenticator or Authy)
- Enter the generated code to confirm
Once enabled, you'll enter a code from your authenticator app each time you sign in.
For security, you'll be signed out automatically after a period of inactivity.
3. Managing Patients
Patient list
Go to Patients to see all patients with name, email, onboarding status, and last activity. Use the search bar to find specific patients.
Patient detail view
| Tab | What it shows |
|---|---|
| Symptoms | Daily symptom diary entries and progression |
| Questionnaires | Assigned and completed questionnaires, domain score graphs |
| Tasks | Assigned and completed tasks, composite score graphs |
| Needs Attention | Out-of-range scores requiring follow-up |
| Onboarding | Patient's initial intake responses |
4. Assigning Assessments
- Go to a patient's detail page (or select multiple patients)
- Click Send Assessment
- Choose Questionnaires and/or Tasks — or start from a saved template
- Select a scheduling mode:
| Mode | Description |
|---|---|
| One-time | Single assignment with a due date |
| Simple recurring | Repeats daily, weekly, biweekly, or monthly |
| Advanced (multi-phase) | Different frequencies across phases |
- Set an expiration date if applicable
- Review and confirm
Templates
Save frequently used sets of questionnaires and tasks as templates, then apply them when assigning — so you don't rebuild the same battery each time.
Bulk assignment
Select multiple patients from the Patients page, then assign the same assessments to all of them at once.
If some assignments fail (e.g., duplicates), the others still go through. You'll see a detailed success/failure report.
5. Reviewing Results
Assessment data table
Go to Analytics (All Assessment Data) for a sortable, filterable table across all your patients.
Filter by: assessment name, patient, status (completed/pending), alert level, date range.
Score visualization
On each patient's detail page:
- Domain score graphs — trends per health domain
- Composite score graphs — overall performance
- Individual trial and multi-part task results, where applicable
Out-of-range detection
Scores outside expected norms are automatically flagged with color-coded alerts, added to the Needs Attention tab, and surfaced as follow-up items.
6. Exporting Data
From the Analytics / All Assessment Data view:
| Format | Description |
|---|---|
| CSV | Raw spreadsheet, respects your current filters |
| Formatted report of the filtered view | |
| PDF (grouped by patient) | One section per patient — ideal for referrals |
- Apply your filters
- Click Export
- Choose a format
- The file downloads to your device
7. Managing Follow-up Actions
Go to your To-Do List to see flagged items:
| Type | Action |
|---|---|
| Referral | Patient may need a specialist referral |
| Follow-up | Schedule a follow-up appointment |
| Resources | Share educational resources |
Mark actions as Completed once addressed. Completed actions move to the resolved section.
Best Practices
- Use onboarding data and symptom recommendations to assign the right assessments early
- Review Needs Attention regularly — out-of-range scores often need timely intervention
- Use advanced scheduling for longitudinal tracking
- Save templates for assessment sets you use often
- Export grouped PDFs for referrals — designed for sending to other providers
- Keep your to-do list clean — so nothing falls through the cracks