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Sovica glossary

The words Sovica uses, in plain language.

Table of Contents

Sovica’s screens use some words in a particular way. This list explains the ones you will meet first, so you can match them to how your clinic talks.

People

  • Client: a patient. The screens say Clients.

  • Lead: someone who has enquired but has not yet become a patient.

  • Teammate: a member of your staff with a Sovica login.

Records

  • Client card: a patient’s full record, with tabs.

  • EMR: the clinical part of the card, with treatment notes, forms and photos.

  • Activity: a task with a due time and an owner.

  • Custom field: an extra detail you choose to track.

  • View: a saved filter on a list.

Workflows and AI

  • Workflow: steps that run when a trigger fires.

  • Sequence: timed follow-up messages sent to enrolled patients.

  • Agent: an AI worker that does a set job on a record.

  • AI Scribe: captures a consult and drafts the note.

  • Ask Sovica: plain-English questions about your own data.

Up next

Next, read The Activities page.