Billing for Clients The Simpatico billing process is simple once you’ve done it a few times, but here’s a guide to help until you’ve got the hang of things. Step 1 – Take a Payment Simpatico allows you to take client payments in 3 separate places: Appointment Calendar Check-In Window – Payment tab Client..
Category: Best Practices
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..
New Client Registration The first step in the Simpatico process is to register your new Client. To do so, click on “Registration” in the Menu Navigation Bar. Pending Registrations When the Registration page loads, any Pending Registrations that have previously been saved will show up on the Registrations screen. For more details on..
As a small business owner/employee, you have a plethora of tasks to do each day. You can’t waste time or run the risk of something not getting completed, so don’t leave anything to chance. Simpatico’s Task system allows you to schedule digital Tasks, or To-Do List items. You can schedule them for yourself, or..
With our latest Release, we’re making Charges even easier to update! As a reminder, only Admin users have access to modify clinic charges. These users will see the following options under the “Admin” tab in the Menu Navigation bar: Clicking “Charges” will load a page with all of your company’s Charge Codes. From this..
When Registering a New Client in Simpatico, you have the ability to make multiple selections that enhance your clinic’s reporting. One such option is the selection of a client’s Referral Source. Simpatico includes a comprehensive list of Referral Sources for clients: During Client Registration, select the most appropriate referral designation from the drop-down. Doing..
As outlined in our post about Updating Appointment Statuses, Simpatico’s Appointment Calendar allows you the option to charge clients a No Show or Cancellation fee*. After selecting a Reason for the Cancellation or No Show, users will opt to have a “Charge” or “No Charge” for the Missed Visit. Clicking “Charge” will generate a visit..
Resetting your password in Simpatico is a great best practice to maintain account security. This process is both quick and simple within your User Configuration settings. From your Menu Navigation Bar, select Admin, then “Configuration.” The User Config tab allows you to modify personal settings for your User Account. To modify your Password,..
With our latest release, Simpatico has unlocked Task Management for Supervisors. As you already know, when a User Group is created in Simpatico, the Supervisor of that group becomes the recipient of all Time Off Requests for the Employees listed within that group. The User Group functionality has been enhanced, and Supervisors of a User Group will now also..