Admin overview

The Admin page is the clinic-level management area. It appears designed for managers, owners, or administrators who need visibility into team size, patient volume, enrollment, billing, subscriptions, and team members.

What you can do on this page

• Review clinic summary information
• View team member count
• View active patient count
• Review earnings
• Check subscription details
• Review invoices and renewal date
• Track patient and enrollment trends
• Review billing status
• View and manage team members

How it works

The page combines clinic summary cards, charts, subscription details, earnings data, and a team member list. Filters allow the view to be narrowed by clinic or clinician.

Step by step

1. Open Admin from the left navigation.
2. Review the top overview cards for team members, active patients, and earnings.
3. Check the Subscription section for plan, invoice, and renewal information.
4. Review active patient and patient enrollment charts.
5. Review the earnings chart and billing status visualization.
6. Scroll to Team Members to review current users.
7. Use Manage if you need to update team-related settings or records.

Tips

• Use the admin dashboard regularly to monitor operational and financial trends.
• Compare patient growth and enrollment trends together to understand clinic momentum.
• Review team member status when onboarding or troubleshooting access issues.

Notes

This page is more relevant for clinic administrators and managers than for individual clinicians.