Alert — a short warning on a person's record. Shows in amber on the booking card so it is read before they arrive, not after.
Amendment — a dated addition to a signed clinical note. The way a signed note is corrected, since the original can never change.
Archived — hidden from the active list, with every word kept. What happens to records instead of deletion.
Arrived — the person is in the building. The most important status to set: the practitioner's screen, the "in the clinic now" count and several reports all read it, and many treat it as "this visit happened".
Case — one episode of care. A knee and a shoulder are separate cases even for the same person, because they are discharged separately.
Credit note — a second document carrying a negative, referencing an issued invoice, leaving both standing. The only way to reduce an invoice that has been issued.
Discipline — the profession a practice is configured for. Installing one seeds services, note templates, the registration body and whether the software says patients or clients.
Did not attend (DNA) — did not come and did not call. Not the same as Cancelled, and every report that counts them treats them differently.
Directory — everybody the practice deals with who is not a patient: doctors, specialists and hospitals.
Draft — the editable stage. A draft invoice has no number and is not in the books. A draft note or letter can be freely rewritten. The only stage where changing your mind is free.
Issued — an invoice that has been given a number and is final. It cannot be edited.
Mediclaim — marks a patient who holds Mediclaim cover. The bill is still theirs; the mark tells the desk.
Obligation — one party's share of an invoice. In India every invoice has one, the patient's.
Occupancy / utilisation — booked time against rostered time. Rostered, not calendar, so a practitioner who does not work Fridays is not marked down for an empty Friday.
Pack — a prepaid block of visits. Redeemed when a visit is invoiced.
Passkey — face, fingerprint or device PIN instead of a password. Nothing to type, nothing to phish. Added per device from Profile → Sign in.
Permission — one switch controlling one action, checked by the server on every request. See Roles and permissions.
Practice code — the short word identifying your clinic at sign-in. The same for everybody at the practice.
Reference code — the short code on an error message. Quote it when reporting a problem; it is the fastest way to find what failed.
Signed — a clinical note locked permanently. A professional attestation. Corrections become amendments.
Skipped — a message that was never attempted, with a reason — usually no mobile on file. Different from failed, and usually the fixable one.
Void — cancelling an issued invoice that should never have existed, with a reason. Different from a credit note, which is for an invoice that was right when written.
Waiting list — people who want an earlier time, recorded with what a slot must satisfy. What turns a cancellation back into a booked hour.