Using Client Designations to Share Information Quickly

Simpatico’s Client Designation features allows you to use system-provided icons to relay information about clients across your company in a subtle, easy-to-identify manner. At present, Simpatico offers the following Icons/Designations:


Users in a Supervisor role can set designations for Clients within the Client Center on the Detail screen:

Once a designation has been set for a Client, the icon will display in multiple locations throughout Simpatico:

1. Client Center Search Results Grid


2. Client Center Patient Name Banner



3. Appointment Scheduling Search Results field




Companies can utilize these designations according to their own company definitions of each icon/designation.


Suggested Uses/Best Practices

  1. “Flex Appointment” can designate a client who is flexible with appointment times to easily alert all users that this client might be easier to reschedule than another.
  2. The “Balance Due” icon, when set, will notify all users that this client has a balance that should be collected.