Tag: Referral Source

How to Register a New 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..

Read more

Referrals By Type Report

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 ->..

Read more

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..

Read more