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..
Category: Onboarding - page 2
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..
Updating an Appointment (Check-in, Cancel, No Show) Updating the status of appointments allows all users to see client appointment status at a glance, and also makes this information available for reporting purposes To update an appointment’s status on the Appointment Calendar, right click on the appointment. A status menu will populate: Open “Open” will allow..
Admin Users of Simpatico have access to modify System Configuration settings. These settings impact the overall company, and are outlined below. To access System Configuration, click on “Admin,” in the Menu Navigation Bar, then “Configuration.” Appointment In the “Appointment” section, users can enter: No Show Charge – This is the default charge associated with the..