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Basic Concepts ​

Concept

Overview ​

These terms appear throughout FICE. Understanding them makes every other article easier to follow.

Client ​

A Client is the person receiving care or services at your clinic. The client record stores demographic and administrative information used across scheduling, documentation, and billing workflows.

Appointment ​

An Appointment is a scheduled time for a client to meet with a clinician or service. Appointments use services, appointment types, availability, and place of service.

Encounter ​

An Encounter represents a clinical visit or service event. Documentation for that visit is typically tied to the encounter.

Clinical Note ​

A Clinical Note records clinical information for an encounter. Notes may require signature before they are considered complete.

Addendum ​

An Addendum is an addition made after a note has been signed. It preserves the original signed content while allowing clarifying updates.

Insurance ​

Insurance information describes coverage that may be used for billing. Primary insurance is the plan billed first.

A Consent records that a client (or authorized person) agreed to a specific form or disclosure.

Place of Service ​

Place of Service indicates where care was delivered (for example, office or telehealth). Exact code lists depend on clinic configuration.

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