Entrepreneur's Edge - page 2

Insights for your small business from CAVU

Client Birthday Report

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,..

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Referral Types at Registration

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..

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Missed Appointment Charges

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..

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Updating Appointment Status

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..

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System Configuration

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..

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Updating Your Simpatico Password

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,..

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Enhancing Check-In Through The App

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..

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