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Everything you need to run your practice in Caresoft
Task-focused guides with real product screenshots, for psychologists, practice staff and their patients.
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6 guides- What Caresoft doesRoles, the workflow from booking to follow-up, and how the pieces connect.EveryoneThree rolesOne record, start to finish
- Create your accountSign up with email or Google, add your profile, and choose a plan.PsychologistSign upSigning up with Google
- The first-run setup wizardThree steps before your first dashboard visit: location, scheduler, billing.PsychologistWhy a wizardThe three steps
- Your profileQualifications, fee, photo, signature and connecting Google Calendar.PsychologistProfile fieldsGoogle Calendar
- Practice locationsAdding and editing where you see patients.PsychologistAdding a locationThe default location
- Reading your dashboardWhat the numbers, next appointment and activity chart on your dashboard mean.PsychologistOverview
Scheduling
5 guides- Hours, buffers and time offSet the weekly rhythm that every booking, yours or a patient's, has to fit inside.PsychologistWeekly hoursTime off and blackout dates
- Calendar and appointment statusesReading the week view and what each appointment status means.PsychologistWeek viewStatuses
- Creating an appointmentBooking a session directly, including for a paused practice.PsychologistThe formBooking while paused
- Booking requestsAccepting, proposing a different time, or declining a patient's request.PsychologistThe queueResponding to a request
- Google Calendar and MeetConnecting your calendar so appointments get a Google Meet link.PsychologistConnectingWhat the patient sees
Patients
4 guides- Registering a patientAdding a patient and sending their portal invite.PsychologistRegistering a patientThe invite
- The patient recordOverview, case history, assessments and billing, all on one patient.PsychologistOverviewWhat each tab holds
- The clinical timelineEvery assessment, consultation, note and follow-up, in one place per patient.PsychologistWhat appearsVoice notes
- The follow-up queueSeeing what still needs attention across your caseload.PsychologistThe queue
Assessments
3 guides- The assessment libraryBrowsing instruments like PHQ-9 and GAD-7 before you assign one.PsychologistBrowsingThe assessments hub
- Assigning an assessmentSending a questionnaire to a patient, or completing it together in session.PsychologistAssigning
- Scores and trend comparisonReading a result, its severity range, and how it compares to the last one.PsychologistScoringComparing over time
Sessions and documentation
5 guides- Running a sessionThe consultation workspace: patient context, notes and the online link together.PsychologistThe workspace
- Voice notes and AI draftingRecording a session, getting a transcript and summary, and reviewing before saving.PsychologistRecordingTranscript and summary
- Building documentation templatesNamed sections, typed fields, SOAP and BIRP formats, and versioning.PsychologistYour templatesBuilding one
- AI insightsTrend insights and risk signals surfaced from assessment history.PsychologistInsights
- AI credits and usageReading your credit balance and usage history.PsychologistUsage
Billing
6 guides- How billing worksWhat Caresoft records, what it does not do, and the path from session to close.PsychologistScopeThe flow
- Billing setupLegal identity, GST status, document numbering and your service catalogue.PsychologistSetupYour service catalogue
- Invoices and documentsInvoices, receipts, credit notes and why issued documents cannot be edited.PsychologistDocument typesCorrecting a mistake
- Recording and verifying paymentsUPI QR codes, manual recording, and why a patient's claim does not change a balance.PsychologistRecording a paymentPayer claims
- Daily closeComparing what Caresoft recorded against what reached each account.PsychologistRunning a closeWhen totals do not match
- Reports and exportsIssued value, collections, refunds, outstanding balances and CSV exports.PsychologistReportsExporting
Website
1 guidePatient portal
5 guides- Joining CaresoftOpening your invite link and setting a password.PatientYour invite linkIf it has expired
- Home, booking and your calendarBooking a visit and seeing your upcoming sessions.PatientHomeBooking a visit
- Assessments, progress and activityCompleting assigned questionnaires and following your own progress.PatientAssessmentsProgress
- Paying for a sessionYour billing tab and paying by scanning a QR code.PatientYour billing tabA payment link
- Your accountUpdating your details and password.PatientSettings
Reference
3 guidesNew to running a practice?
Practice essentials cover consent, documentation, security and online sessions.