Glossary - ClinikEHR Help Center

Terms as the product uses them, alphabetically. Where a term means something slightly different in one edition, the difference is stated.

Term	What it means
Accession	The act of receiving a sample into the lab and giving it a lab number, which is what all later results attach to. Nothing is tested until it is accessioned. See Accessioning.
Access tier	How much of the business a staff member can see — one till or every branch, one bench or the whole lab. Set alongside their role. See Roles.
Achievements	Badges, points and tiers your workspace earns for using the product well. Cosmetic and motivational; nothing clinical depends on them.
Audit log	The permanent record of who viewed, created, changed, exported or printed what, and when. Kept for seven years and readable by owners and managers. See Audit log.
Batch	A specific delivery of a stock item, with its own expiry date and cost. Stock is tracked per batch, not just per product. See Batches and expiry.
Booking page	Your public, shareable page where patients pick a service and a time without signing in. See Booking page.
Care area	A department a hospital actually runs — in-patient care, surgical theatre, in-house pharmacy, diagnostics, front desk, records, insurance, inventory. Switching one off removes its whole navigation group. See Care areas.
Client	What the Clinic & Hospital edition calls the people you serve on solo and team plans. Enterprise workspaces say patients instead.
Clinic	One Clinic & Hospital workspace. On Pharmacy the same thing is a pharmacy; on Diagnostics, a lab or diagnostic centre.
Credits	Prepaid units consumed by AI features. Separate from your subscription and bought in packs. See AI credits.
Customer	What the Pharmacy edition calls the people you serve. A customer can hold a wallet balance and have dependants. See Customers.
Dependant	A person a pharmacy customer buys on behalf of — a child, a parent — whose purchases post to that customer’s account. See Dependants.
Dispensing	Handing out a prescribed medication against a prescription, as distinct from ringing up a retail sale at the till. See Dispensing station.
DOT	Regulated workplace drug and alcohol testing under US Department of Transportation rules, with its own chain of custody, cutoffs and reporting. See DOT testing.
Edition	The kind of business your workspace is — Clinic & Hospital, Pharmacy or Diagnostics. Decides which modules exist at all. See The three editions.
Entitlement	A capability your subscription has paid for. Distinct from a care area (does the department exist?) and a permission (may this person act?).
FEFO	First expired, first out. When you sell or dispense, the batch closest to expiry is drawn first, so stock is not wasted.
Held cart	A sale parked mid-transaction so the till can serve someone else, then recalled and completed. See Held carts.
Intake	Registering a patient and their request at the front of a diagnostics workflow, before any sample exists.
Kiosk mode	The desktop app’s full-screen, no-idle-lock mode for a dedicated till. See The desktop app.
LIMS	Laboratory information management system — the industry term for what the Diagnostics edition is. See Diagnostics.
Magic link	The sign-in email a patient receives for the portal instead of a password. See Signing in to the portal.
Modality	A class of imaging equipment — X-ray, ultrasound, CT, MRI. Requests and worklists are organised by it. See Modalities.
Offline capture	Recording work on a device with no internet, to be sent automatically when the connection returns. Capture works offline; completion does not. See Working without internet.
Owner	The person who created the workspace and holds every right in it, including billing and deletion. There can be more than one.
Panel	A group of tests ordered and reported together as one item, such as a liver function panel. See Tests and panels.
Passkey	A phishing-resistant sign-in using Face ID, Touch ID, Windows Hello or a security key instead of a password. Counts as one factor only. See Secure your account.
Patient portal	The separate, patient-facing site where the people you serve book, sign documents, join video visits and message you. See Patient portal.
Permission	A per-person switch controlling one act — refund a sale, discount an invoice, sign off a result. Independent of role. See Permissions.
Plan	Your subscription tier inside your edition. Controls which features are unlocked and how much capacity you have. See Plans.
POS	Point of sale — the till screen where a pharmacy rings up a sale, takes payment and prints a receipt. See Point of sale.
Pre-authorisation	Getting an insurer’s approval before treatment, so the later claim is not refused. See Pre-authorisation.
Provisional reference	The temporary number shown on something captured offline, so staff have something to quote before the real reference exists. It is replaced once the item syncs.
Quick Add	The + button in the header, offering the two or three things your edition creates most often. See A tour of your workspace.
Recovery codes	One-time codes issued when you turn on two-factor, each usable once if you lose your authenticator app. See Secure your account.
Referrer	An outside doctor or clinic that sends work to your lab, and whose commission and report copies you track. See Referrers.
Role	Your standing in one workspace — owner, manager or staff — plus the job title that goes with it. Decides which pages you can open. See Roles.
Seat	One staff account in one workspace. Clinic & Hospital charges for each billable seat; Pharmacy and Diagnostics include their seats up to a cap. See Staff seats.
Service	Something you offer and charge for — a consultation, a test, a procedure. Services drive booking, billing and price lists.
Station	A shared queue screen a whole department works from rather than a personal page: pharmacy station, lab station, radiology station, nursing station.
Stock item	A product you hold and count, distinct from a service. Sold at the till, dispensed against a prescription, or consumed as a reagent.
TAT	Turnaround time — how long a test takes from request to reported result, measured against the target you set. See Turnaround time.
Telehealth	A video consultation run inside ClinikEHR, with in-call notes and optional recording. See Telehealth.
Triage	The first clinical assessment at the front of a visit — vitals, complaint, urgency — before a clinician sees the patient. See Triage.
Two-factor wall	The rule that, in a workspace requiring two-factor, patient data opens only from a session that used a second factor. A passkey alone does not satisfy it. See Two-factor on patient data.
Wallet	A pharmacy customer’s prepaid balance, spendable at the till. See Customer wallets.
Workspace	One business inside ClinikEHR, with its own data, staff, settings and subscription. This help centre uses the word on pages that cover all three editions. See How ClinikEHR is organised.
Worklist	The queue of work waiting at a bench or a modality, ordered so the next thing to do is at the top. See Worklist.