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..
Simpatico’s newest report, the Appointment Detail Log, is designed to assist you in answering questions you may have in regards to interactions that occur on the Client Appointment Calendar. The report is found on the Admin Reports page, and users with the Admin* and Data Analyst* roles have access to run it. After clicking on..
Does your company like to recognize clients on their birthdays? Our new Birthday report is designed to assist with this! Select the “Monthly Birthday Report” from the list of Front Office Reports. Then, select the month for which you’d like to pull birthdays: The resulting Excel report will show Client Names, Account Numbers,..
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..
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,..
Simpatico’s Mobile App allows you to view your scheduled and overdue tasks. The App Home Screen will show you the number of tasks you have due today, as well as any overdue. You can access those tasks through the menu in the upper right corner of your home screen. Once on the Tasks window, you..
So, you’ve moved beyond just navigating through the calendar to see today’s schedule. You’re ready to get a bit more out of the app by tracking notes, scheduling tasks, and maybe even accepting a payment! From the calendar, tap on any client’s name on the schedule to open the Appointment Detail window. This window shows you..