Simpatico has built-in appointment reminders for your company. These can go out via email, phone, or text message. Email Appointment Reminders Email reminders are provided by CAVU at no cost to you. All email appointment reminders are sent out on the day prior to a client’s appointment at 7:00 a.m. Phoenix, AZ time (GMT/UTC..
Tag: Best Practices
If you are interested in tracking where your clients are coming from, the Referrals By Type report is an excellent place to begin. This report, available to Front Office and Admin users, shows the Referral Types and Notes for all clients added within a particular timeframe. To access the report, navigate to Admin ->..
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..
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..
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,..
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..
When Simpatico updates are made, you’ll frequently hear the recommendation to Refresh a particular screen, or to “clear your cache” in your web browser. We know you probably get sick of hearing it. Here’s the skinny behind what’s going on: When we release new Simpatico builds, they often include new JavaScript. All web browsers, though,..
Simpatico offers you two dynamic tools for marketing to potential clients: Prospects (found in the Organizer) and Marketing Campaigns. To get the most out of these tools, you want to begin by entering your prospective clients in the Organizer, on the “Contacts” window. Within Contacts, you can enter all new Prospects by clicking..
Simpatico’s calendar shares directly over to the new Mobile App. The current version of the app allows each user to view one calendar resource. This means that each employee can view his/her own calendar, but not other calendars. You’ll see the number of appointments scheduled for today and tomorrow on the App Home Screen. Click..