Glossary

This glossary defines terms used across the Ona dashboard, patient charts, visits, billing, communication, and Settings. Use the left sidebar to open dashboard areas; click Settings at the bottom of the left sidebar to open Settings areas.

Product names and internal names

Use these product names when you talk about Ona features. Some features also have internal or older names. To open the visit list, click Visits in the left sidebar. To open a patient chart, click Patients in the left sidebar, then click the patient's name.

Product term	What it means	Internal or older name
Visit	A clinical encounter with a patient. Visits appear in the left sidebar as Visits and inside a patient chart as Visits.	Consultation
Care Time	Time tracked for care management work. It appears in Billing when the feature is enabled and can also appear in a patient chart.	Care management, CCM
Omnichannel	Phone, SMS, and email in one place. It appears in the left sidebar and in the patient chart communication section.	Threads
Dashboard	The main workspace after signing in as a clinic member.	—
Settings	Personal and organization configuration. Owners and admins see organization Settings; other team members see personal settings such as Profile, Calendar Sync, and Security.	—

Roles

A team member can have one or more roles. When someone has multiple roles, their access combines.

Role	What it means
Owner	Has administrative access to organization settings, team management, and billing configuration. Owners also have the full operational dashboard.
Admin	Has administrative access to organization settings, team management, and billing configuration. Admins also have the full operational dashboard.
Staff	Has the operational dashboard for front-desk and back-office work, without organization Settings access.
Clinician	Has a dashboard scoped to their own patients and visits.

If a clinician also has Owner or Admin, they see the admin dashboard. If a clinician also has Staff, they see the staff dashboard.

For more detail, see Roles, licenses, and permissions.

Main dashboard areas

These are the main items that can appear in the left sidebar. Use the left sidebar to open these areas. Some appear only for certain roles or when a feature is enabled.

Term	What it means
Dashboard	The starting page for your workspace.
Leads	Lead management. It appears for owners, admins, and staff.
Patients	The patient list and entry point to patient charts.
Visits	The visit list. This is the product name for consultations.
Calendars	Team calendars for owners, admins, and staff.
Calendar	A clinician's personal calendar.
Services	Services and packages.
Inventory	Stock tracking and inventory work. It appears for owners, admins, and staff when enabled.
Tasks	The dashboard task area.
Library	The sidebar group for reusable clinical and intake content.
Omnichannel	Phone, SMS, and email in one place.
Faxes	Fax work. It appears for owners, admins, and staff when enabled.
Referrals	Referral work. It appears for owners, admins, and staff when fax is enabled.
Claims	Insurance claim work. It appears for owners, admins, and staff when enabled.
Invoices	Patient billing and invoices.
Care Time	Care management time tracking. It appears when CCM is enabled.
Reports	Practice reporting.
Timesheets	Team time tracking. It appears for owners and admins when enabled.
Settings	Configuration for your account and, for owners and admins, your organization.

Library terms

In the left sidebar, click Library to open reusable content. Some items appear only when the related feature is enabled.

Term	What it means
Consents	Consent content in the Library and patient Intake area.
Forms	Forms in the Library and patient Intake area.
Templates	Reusable templates in the Library.
Interviews	Interview content in the Library and patient Intake area.
Care Plans	Patient-facing goals, recommendations, and protocols.
Supplements	Supplement templates.
Procedures	Injections and minor procedures, with templates.

Patient chart terms

To open a patient chart, click Patients in the left sidebar, then click the patient's name. A patient chart has its own sidebar with clinical, communication, intake, dispensary, billing, and settings areas.

Term	What it means
Summary	The patient chart landing section.
Visits	Visits for that patient.
Cases	Episodes of care with goals.
Care Plans	Patient-facing goals, recommendations, and protocols in the patient chart.
Notebook	The patient notebook.
Tasks	Tasks connected to the patient chart.
Patient Information	A panel with patient demographic and contact details.
Details & Settings	Patient-specific settings and details.
MRN	Medical record number. The patient chart can show an MRN in the sidebar footer.
Profile setup link	A setup link banner that can appear when a patient profile is incomplete.
Patient balance	A balance indicator shown in the patient chart sidebar.

For a tour of the chart, see Finding your way around the patient chart.

Communication terms

Communication terms appear in the left sidebar, patient chart, and Settings. To open Omnichannel, click Omnichannel in the left sidebar. To open patient communication, click Patients in the left sidebar, click the patient's name, then use the patient chart sidebar. To open Settings communication areas, click Settings at the bottom of the left sidebar.

Term	What it means
Omnichannel	Phone, SMS, and email in one place. This is the product name for threads.
Chats	The mobile tab that opens Omnichannel.
Faxes	Fax work for the practice or a patient.
Referrals	Referral work.
Fax & Referrals	The Settings area for provisioning a fax number and setting up email forwarding.
AI Receptionist	Settings for auto-replies and the intake bot.
Notifications	Email and in-app alert preferences.

For the inbox, see The omnichannel inbox.

Dispensary and prescribing terms

Owners and admins can open dispensary and prescribing settings by clicking Settings at the bottom of the left sidebar. Dispensary and prescribing features appear when enabled for your organization or connected through an integration.

Term	What it means
Dispensary	The Settings group for labs and supplements features. It includes Labs, Supplements, and, when available, integration setup.
Labs	Settings for lab reports and lab orders on patient and visit pages.
Lab Reports	Lab results in the patient chart.
Lab Orders	A patient chart timeline for native lab requisitions, Fullscript orders, and Junction orders.
Supplements	Charted supplements, plus Fullscript plans and orders when connected.
Junction	An integration for lab ordering, notification routing, and link-out.
Fullscript	An integration for syncing supplement protocols and orders.
DoseSpot	The e-prescribing integration for clinic prescribing and patient sync.
E-Prescribing	The Settings group for DoseSpot.

Billing and insurance terms

Billing and insurance areas appear based on your role and enabled features. Open billing areas from the left sidebar; open billing and insurance settings by clicking Settings at the bottom of the left sidebar.

Term	What it means
Invoices	Patient billing and invoices.
Claims	Insurance claims. Claims appear for owners, admins, and staff when insurance claim workflows are enabled.
Insurance	Settings for payer and claim defaults. For non-admin team members, it can also mean individual NPI and insurance details.
Clearinghouse	Settings for choosing and managing your clearinghouse.
Billing Rules	Claim scrubbing rules and per-payer overrides.
Fee Schedule	The billed amount for each CPT code.
Stripe	The payment connection used to accept patient payments.
Memberships	Recurring patient billing. Membership settings appear when Stripe charges are enabled.
Reports	Practice reporting.
Care Time	Time tracked for care management work. Also referred to as care management or CCM.

For Care Time, see Care Time and chronic care management.

Settings terms

To open Settings, click Settings at the bottom of the left sidebar. Settings include personal settings for all team members and organization settings for owners and admins.

Term	What it means
Profile	Your name, photo, and professional details. Owners and admins see this as My Profile.
Organization	Branding, contact details, and clinic information.
Team Members	Invite team members, manage roles, and remove staff.
Locations	Clinic locations, addresses, and hours.
Subscription	Plan, billing, and payment history.
Website & Widget	Branding, landing page, and website widget settings.
Calendar Sync	A personal setting to connect Google Calendar for two-way sync.
Security	Two-step verification for your account.
Charting	Settings for choosing which charting sections your organization uses.
Cases	Settings to group visits into episodes of care with goals.
Care Plans	Settings for patient-facing goals, recommendations, and protocols.
Procedures	Settings for injections and minor procedures, with templates.
Discharge Letters	Discharge letter settings.
Inventory	Stock tracking, catalog, and consumption settings.
Food Journal	Settings to enable patient meal logging.
Timesheets	Settings for clock in/out and payable time per member.

Common abbreviations

These abbreviations appear in clinical, billing, and patient chart areas. Open billing areas from the left sidebar. To open a patient chart, click Patients in the left sidebar, then click the patient's name.

Abbreviation	Meaning
CCM	Chronic care management. In Ona, related time tracking appears as Care Time.
DOB	Date of birth.
MRN	Medical record number.
NPI	National Provider Identifier.
SMS	Text messaging.
CPT	Current Procedural Terminology code, used with the Fee Schedule and claims.