EHR Software Glossary: Key Terms & Concepts
List of EHR Software features
Billing and Invoicing
An invoice and a bill are documents that convey the same information about the amount owing for the sale of goods or services. Still, a company uses an invoice to collect money from its cu...read more
Self Service Portal
A self-service portal is a website or app that enables workers (or external clients for externally visible support providers) to help themselves when they require assistance, information, ...read more
Payroll Management
The payroll management process consists of a series of controlled processes completed in the same sequence each month to establish a payroll cycle. Put another way; the payroll process is ...read more
Invoice
Invoice is time-stamped commercial document that itemizes and records a transaction between a buyer and a seller. If products or services were acquired on credit, the invoice would general...read more
Multi-Location
Connected Business's Multi-Location Accounting function helps businesses with many locations or branches to keep track of their financials per location. Some multi-location companies have ...read more
Order Entry
The actions required to register a customer's order into a company's order processing system are known as order entry. Internally, this information is usually categorised as a sales order ...read more
Online Payments
Trading money electronically is known as online payment. Computer networks, the internet, and digital stored value systems are commonly used in this process. You accept an online payment w...read more
Appointment Scheduling
Appointment scheduling is a vital feature of software that allows users to efficiently manage their appointments and schedule time slots for meetings, events, or other activities. It provi...read more
Automated Scheduling
Automated scheduling is a type of AI that specializes in scheduling multiple assignments for a single or several users while adhering to a set of arbitrary criteria. People are becoming mo...read more
Calendar Management
Few people have mastered the ability to organize their calendars. It is the practice of optimizing your calendar by combining priority management and time management. It's focused on figur...read more
Payment Processing
Payment Processing is defined as providing a Person with the ability to charge or debit accounts using any payment mechanism, including but not limited to Remotely Created Payment Orders, ...read more
Invoice History
An invoice is a business document delivered by a seller to a buyer that refers to a sale transaction and identifies the items, quantities, and agreed prices for products or services the se...read more
Scheduling
Scheduling is the job or activity of determining when specific tasks will be completed. Block scheduling, often known as blocking, is a method of academic scheduling in the American K-12 s...read more
Training Management
Training management is a software feature that helps organizations efficiently manage their training programs and activities. It serves as a centralized platform for creating, scheduling, ...read more
Employee Management
Employee management is a crucial aspect of any organization, as it involves the effective and efficient management of all the employees within the company. It is a process that involves pl...read more
About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
