Simone Help
Clear answers for every role in the clinic.
Step-by-step guides for SOAP notes, billing, payroll, and scheduling — grounded in how Simone actually works.
11 articles · updated regularly
Find answers your way
Start with your role, the task, or the problem you’re hitting.
Popular workflows
The tasks most clinic staff hit every day.
Complete a SOAP note (CDA)
As a CDA, write and finalize the SOAP note for a treated appointment. Once you mark the note complete, your supervising SLP is automatically assigned an approval task.
Approve a SOAP note (SLP)
Review and sign off on a completed SOAP note written by a CDA you supervise. Approval locks the note and makes the appointment payroll-eligible.
Invoice a treated appointment
Create an invoice from a completed session. The invoice inherits services, tax, and quantities from the appointment, and can be billed to the client or an insurer.
Collect payment on an invoice
Record a cash, check, Stripe, or Clover payment against an invoice. Stored cards-on-file can be charged directly for single or batched invoices.
Top troubleshooting
Skip the waiting — start here when something isn’t working.
Why can’t I approve this SOAP note?
If you expected an ‘Approve’ button but don’t see one, it’s almost always because you are not set as the client’s current supervising clinician — even if you’re an SLP.
Why isn’t this appointment on payroll?
Payroll readiness is derived — there is no single ‘ready’ flag. An appointment shows up on payroll only when every condition below is true.
More coming soon
In-app help drawer, AI answers grounded in your role, and auto-generated walkthroughs for the top 10 workflows.