Caresoft.aiCaresoft.ai
ProductDocsEssentialsBlogPricing
TrustSign inStart free trial
ProductDocsEssentialsBlogPricingTrust center
Start free trialSign in
  • 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
DocsPatientsThe clinical timeline

The clinical timeline

Every assessment, consultation, note and follow-up, in one place per patient.

For psychologistsUpdated September 19, 20261 min read
  • What appears on the timeline
  • Voice notes and the timeline

On this page

  • What appears
  • Voice notes

What appears

Patient timeline
  • Assessments and their results
  • Consultations
  • Clinical notes
  • Medication and relapse events, where used
  • Follow-ups

Voice notes

A successful voice-note transcription adds its own timeline entry automatically, alongside the note it produced.

PreviousThe patient recordNext The follow-up queue

On this page

  • What appears
  • Voice notes

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

Product

  • Platform
  • How it works
  • Pricing
  • Security
  • FAQ

Resources

  • Docs
  • Practice essentials
  • Blog
  • Getting started

Company

  • Trust center
  • Privacy
  • Terms

Access

  • Create account
  • Sign in
Caresoft.ai

© 2026 Caresoft.ai. All rights reserved.

Marketing copy is not legal advice. Compliance claims belong to your counsel and your certification path.