Simpatico Payments Received Reports Simpatico offers two reports that will show your company the payments you have received in a particular time period: the Payments Received report, and the Payments Received Detail report. Any payments logged on the Financials screen, the check-in screen, or in the Client Center will be reflected on these..
Tag: Admin
Simpatico Payments Applied Reports Simpatico offers two reports that will show your company information about the funds received that have been applied. The Payments Applied report is a summary report, and shows a high-level look at how much money was applied. All client payments in the requested date range are summed by Payment Method (check/cash/credit..
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..
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..
With the latest release of Simpatico Mobile (version 1.2) users will notice some exciting updates to the Home Screen. Revenue Data For Admin users only (see our blog post about access levels here), the app will display revenue data. This YTD and MTD Revenue number comes directly from the information captured on the Financials page..