Glossary

Members

Active: An organization member whose inclusion in the organization counts toward the subscription’s maximum user count.

Inactive: An organization member who has been deactivated. All their data remains, and access can be restored if an administrator reactivates them.

Invited: A person who has received an invitation to join the organization but hasn’t accepted yet. Appears under the Invited tab and can be canceled. Does not count toward active members.

Deleted: A member who was first deactivated and then removed by an administrator. All their data is permanently deleted and cannot be restored. The member cannot be reactivated; to bring them back, invite them again.

Deactivate member: Menu action that moves a member from Active to Inactive without deleting their data.

Reactivate member: Menu action that restores access for an inactive member and returns them to Active.

Remove member: Menu action that permanently deletes an inactive member. Equivalent outcome to the Deleted definition above.

Invitations left (invitation allowance): The remaining number of invitations your plan allows you to send. Each sent invitation consumes one slot from this allowance.

Roles

Administrator: Manages the organization, team, and settings; can invite, deactivate/reactivate, and remove members; can configure assistant assignments. Administrators also manage the subscription.

Psychiatrist: Therapist role that provides psychiatric care; manages their own patients.

Psychologist: Therapist role that provides psychological care; manages their own patients.

Therapist: Collective term for Psychiatrist and Psychologist used throughout the product and docs.

Assistant: Supports therapists. Operates only within their assigned scope (organization‑wide or specific therapists).

Principal Role: When a person has multiple roles, the role selected as their primary capacity. Used for reporting and default behavior. Chosen at invitation time; not changeable in‑app later (contact support).

Assistant assignments

Organization‑wide assignment: The assistant supports all therapists in the organization.

Assign to specific therapists: The assistant supports only selected therapists. A therapist can have only one dedicated assistant; an assistant may support multiple therapists.

Assigned therapist(s): The therapist(s) an assistant is configured to support. Determines the assistant’s scope across features (e.g., Calendar, Basic intake).

Patients & consultations

Patient: A person with a record in the system. Patients appear in dashboards, search, and clinical workflows.

Active patient: Patient currently marked as Active in the directory.

Inactive patient: Patient currently marked as Inactive in the directory.

Consultation: A completed visit/encounter recorded in the system. Used in the overview dashboard and the “Last consultation” column.

Dashboards

Dashboard: A read‑only view that surfaces key information (counts, trends, directories) to answer “How are we doing?” and “Where should I look?”.

Filter: A control that limits the scope of data shown on a dashboard (e.g., Period, Role). Values are applied across applicable widgets.

Empty state: The message shown when no data matches the current filters or context.

Calendar

Calendar owner: The person whose calendar an event belongs to. Assistants can create events for a selected owner using the Create for field.

All‑day event: An event that spans an entire day without specific start/end times.

Multi‑day event: An event that spans multiple consecutive days.

Recurring event: An event that repeats on a schedule (Daily, Weekly, Monthly, Yearly). Recurring events form a series and are edited/deleted either as one occurrence or the entire series.

Category (calendar): A color label applied to non‑recurring events to help visually organize the schedule (e.g., Sessions, Meetings, Admin). Categories are per calendar owner and are not available on recurring events. Assistants can’t manage a therapist’s categories.

Location vs Remote: Events can have a physical location (free‑text place) or be marked Remote, which shows a meeting link field.

+X more indicator: Shown on busy days; opens a list of all events for that day.

Todo (Tasks)

Task: A work item tracked in Todo. Can include a title, priority, associated patients, and tags.

Priority: The task’s urgency. Options: Low, Medium, High (shown with colored badges).

Tag: A short label used to categorize tasks. Tasks can have multiple tags.

Chip: A compact UI element used to display associated entities (e.g., patients or tags) as small pills on cards and lists.

Bulk actions: Actions applied to multiple selected tasks at once (e.g., Mark as Done, Delete).

In Progress: Status for active (not yet completed) tasks.

Done: Status for completed tasks.

Patient intake

Basic intake: A fast registration flow capturing identity, contacts, address/nationality, consultation preference, and other essentials. Available to therapists for their own patients and to assistants within their assigned scope.

Full intake: A comprehensive flow capturing extended clinical and biographical information (e.g., emergency contact, family/social background, medical history, current medications, legal history). Available to therapists for their own patients.