Meto

The provider portal allows you to manage all aspects of your practice with Meto, including patient information, appointments, medications, billing, and more. The sections below introduce the main areas of your portal.

The Home section is your dashboard, providing a snapshot of your practice. Key details include:

Your Earnings ​View your total billed and paid amounts.

Your Schedule Today ​Check your upcoming appointments, including the time and patient details. You can start the session directly from this section.

Your Tasks ​Track pending tasks such as completing session notes, managing patient files, or administrative tasks.

Appointment Requests ​See and manage requests from patients who want to book an appointment.

Your Practice ​Manage practice settings, such as enabling patient referrals and sharing your booking link with patients.

1. Your Earnings ​View your total billed and paid amounts.
2. Your Schedule Today ​Check your upcoming appointments, including the time and patient details. You can start the session directly from this section.
3. Your Tasks ​Track pending tasks such as completing session notes, managing patient files, or administrative tasks.
4. Appointment Requests ​See and manage requests from patients who want to book an appointment.
5. Your Practice ​Manage practice settings, such as enabling patient referrals and sharing your booking link with patients.

The Appointments dashboard provides comprehensive management options for your scheduling:

+Add Button ​Add new appointments or manually create invoices for off-platform sessions. Invoices for Meto-scheduled appointments are automatically generated.

View Toggle ​Switch between list view and calendar view to see your appointments:

- Red: Initial (first) appointments.
- Blue: Follow-up appointments.

Appointment Status ​Filter appointments by status:

- Upcoming: Scheduled but not yet occurred.
- Request: Pending appointment requests.
- Incomplete: Sessions that need additional documentation.
- Completed: Fully processed sessions.
- Canceled: Appointments canceled by either party.

Appointment Information ​Access detailed information about individual appointments, including patient profiles and session notes.

1. +Add Button ​Add new appointments or manually create invoices for off-platform sessions. Invoices for Meto-scheduled appointments are automatically generated.
2. View Toggle ​Switch between list view and calendar view to see your appointments:
 - Red: Initial (first) appointments.
 - Blue: Follow-up appointments.
3. Appointment Status ​Filter appointments by status:
 - Upcoming: Scheduled but not yet occurred.
 - Request: Pending appointment requests.
 - Incomplete: Sessions that need additional documentation.
 - Completed: Fully processed sessions.
 - Canceled: Appointments canceled by either party.
4. Appointment Information ​Access detailed information about individual appointments, including patient profiles and session notes.

The Patient dashboard is your central hub for managing patient information:

Client Status ​Filter patients by their status:

- Active: Currently receiving treatment and able to book appointments.
- Pending: Submitted intake forms but awaiting their first appointment.
- Needs Follow-Up: Requires another session but hasn't scheduled it.
- Scheduled: Has a future appointment booked.
- Archived: No longer actively receiving treatment.
- Inactive: Temporarily inactive but may return for future care.

Client Information ​View detailed profiles, including contact information, intake forms, and session notes.

Schedule a Follow-Up ​Quickly create follow-up appointments, with confirmation emails sent to both you and the patient.

1. Client Status ​Filter patients by their status:
 - Active: Currently receiving treatment and able to book appointments.
 - Pending: Submitted intake forms but awaiting their first appointment.
 - Needs Follow-Up: Requires another session but hasn't scheduled it.
 - Scheduled: Has a future appointment booked.
 - Archived: No longer actively receiving treatment.
 - Inactive: Temporarily inactive but may return for future care.
2. Client Information ​View detailed profiles, including contact information, intake forms, and session notes.
3. Schedule a Follow-Up ​Quickly create follow-up appointments, with confirmation emails sent to both you and the patient.

- Adding new prescriptions.
- Managing refill requests.
- Reviewing prescription history.

Update your personal and professional details visible in the Meto directory:

View Profile: See how your profile appears to patients.

Edit Profile: Update your qualifications, experience, and specialties.

Services &amp; Specialties: List services and specialties.

Education &amp; Trainings: Add academic and professional training details.

Languages Spoken: Indicate languages you speak.

Patient Care Approach: Share your treatment philosophy and patient expectations.

Location: Update your practice's address and accessibility options.

- View Profile: See how your profile appears to patients.
- Edit Profile: Update your qualifications, experience, and specialties.
- Services &amp; Specialties: List services and specialties.
- Education &amp; Trainings: Add academic and professional training details.
- Languages Spoken: Indicate languages you speak.
- Patient Care Approach: Share your treatment philosophy and patient expectations.
- Location: Update your practice's address and accessibility options.

- View earnings and past invoices.
- Manage your subscription.
- Create and view new invoices.

Home

Appointments

Patients

Medication

My Profile

Billing