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  • What Caresoft does
  • Create your account
  • The first-run setup wizard
  • Your profile
  • Practice locations
  • Reading your dashboard
  • Hours, buffers and time off
  • Calendar and appointment statuses
  • Creating an appointment
  • Booking requests
  • Google Calendar and Meet
  • Registering a patient
  • The patient record
  • The clinical timeline
  • The follow-up queue
  • The assessment library
  • Assigning an assessment
  • Scores and trend comparison
  • Running a session
  • Voice notes and AI drafting
  • Building documentation templates
  • AI insights
  • AI credits and usage
  • How billing works
  • Billing setup
  • Invoices and documents
  • Recording and verifying payments
  • Daily close
  • Reports and exports
  • Your public page
  • Joining Caresoft
  • Home, booking and your calendar
  • Assessments, progress and activity
  • Paying for a session
  • Your account
  • Security and access
  • Troubleshooting
  • Glossary
DocsReferenceGlossary

Glossary

Terms used across the product and these docs.

For everyoneUpdated September 19, 20261 min read
  • Terms A to Z

On this page

  • Terms

Terms

TermMeaning
Booking requestA patient's ask for a time, before it becomes a confirmed appointment
BufferThe gap you require between two sessions
Credit noteA document that corrects an already-issued invoice without changing it
Daily closeComparing recorded totals against each payment account at day's end
Payer claimA patient saying they paid; it does not move a balance until staff verify it
Reference numberThe number Caresoft assigns a patient within your practice
Severity rangeThe band an assessment score falls into, for example PHQ-9's moderate range
Timeline eventOne entry on a patient's clinical timeline
PreviousTroubleshooting

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  • Terms

Practice management for psychologists, with appointments, assessments, consultation records and patient follow-up in one workspace.

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