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: New Users
Billing for Clients The Simpatico billing process is simple once you’ve done it a few times, but here’s a guide to help until you’ve got the hang of things. Step 1 – Take a Payment Simpatico allows you to take client payments in 3 separate places: Appointment Calendar Check-In Window – Payment tab Client..
New Client Registration The first step in the Simpatico process is to register your new Client. To do so, click on “Registration” in the Menu Navigation Bar. Pending Registrations When the Registration page loads, any Pending Registrations that have previously been saved will show up on the Registrations screen. For more details on..
Pending Registrations When the Registration page loads, any Pending Registrations that have previously been saved will be listed on the screen (in the order that their registrations were begun). A client becomes a “Pending Registration” when users click “Save” rather than “Complete” in the New Registrations screen. This typically occurs when you are still awaiting..
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..
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..