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Search 67 guides and answers, or browse by topic — everything you need to run your practice on mePro.
Find your way around mePro
Getting Started
Create your account, set up your practice, and find your way around mePro.
4 articlesScheduling & Calendar
Manage availability, appointments, online booking, and calendar sync.
4 articlesClients & Client Portal
Add clients, send intake forms, and give clients their own secure portal.
4 articlesNotes & AI Documentation
Use the AI Note-Taker, Pro GPT, and AI treatment plans — with you in control.
4 articlesTelehealth & Video
Run secure video sessions, test your setup, and keep sessions smooth.
3 articlesBilling & Payments
See the invoices for all your clients in one place, track your revenue, and create, share and export invoices.
5 articlesClient Mobile App
Help clients get the app, do between-session work, and stay engaged.
3 articlesSecurity & Compliance
HIPAA and PIPEDA, data protection, two-factor authentication, and access control.
4 articlesCalendar & Availability
Set the hours you’re open, share your booking link, and block out breaks and time away.
4 articlesAdding & Managing Clients
Add clients, understand their status, find them quickly, and resend invites, edit or delete them.
5 articlesClient Profile: Insights & Clinical Chart
Review AI insights about a client, and manage their appointments, session notes, transcriptions, assessments and forms.
2 articlesClient Profile: Activities, Resources, Chat & Journals
Share activities with a client, add resources to your library, message clients, and review their AI chat and journal entries.
4 articlesClient Profile: Billing & Personal Details
Create, view and edit a client’s invoices, and keep their personal details, contacts and reminder settings up to date.
2 articlesAppointments
Book sessions with your clients in Pro Calendar, then open any appointment to see its details and change them.
5 articlesPro GPT
Use your AI assistant for clinical and practice questions, with or without a client’s record as context.
1 articleGoogle Sync
Connect mePro to your Google Calendar so your events and appointments stay in step, and clients can’t book over your Google events.
1 articleServices
Add the sessions you offer and set their length, price, note format, delivery and booking rules.
1 articleResources
Build your library of videos and files, and share resources with clients as Pro Activities.
1 articleTeam
See everyone in your clinic, and invite and manage team members.
1 articleReports
See your sessions, clients and payments, filter them by date, and export them.
1 articleSettings: My Account
Keep your own details, signature, time zone, practice locations and branding up to date.
2 articlesSettings: Security
Keep your account secure by changing your password.
1 articleAssessments and Forms
Use ready-made assessments or build your own, send them to clients, and create intake forms for new clients.
2 articlesPro Activities
See every activity you’ve shared with your clients, and share, find, edit or delete activities.
1 articleSettings: Notes/Templates
Choose how your clinical notes are laid out, and which parts AI writes for you.
2 articlesAnswers people reach for most
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