Admin
User management, invoicing, refunds, and system configuration.
Articles for this role
Logging in to Simone
How to sign in for the first time, what you’ll land on, and what to do if you’re locked out or forgot your password.
Your dashboard — Front Desk & Admin
A tour of the nine stat cards on the front-desk dashboard — the reception and billing worklist for today, grouped into a row of queues and a row of money/appointment totals.
Navigate Simone
Use the sidebar, quick-add buttons, global search, lock screen, and role-filtered menu without losing your place.
Manage a client record
Find or create a client, review the profile tabs, manage family links, and keep clinical, billing, intake, and document history in one place.
Manage cases
Use cases to group a client's services, treatment cycles, appointments, treatment plans, progress summaries, and outcome tracking around a clinical episode.
Create a treatment plan
Create a goal-based treatment plan for a client, link it to the SLP and clinician team, and make goals available for progress-summary reporting.
Complete a progress summary
Use active case and treatment-plan context to summarize progress, report goal status, and support treatment-cycle renewal decisions.
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.
Book an appointment
Schedule a new session for a client, with automatic conflict detection against the clinician’s existing appointments and meetings.
Refund an invoice
Reverse a payment or void an invoice. Refunds are gated to owners and admins; the original payment is preserved and a reversal record is created.
Create a treatment cycle and consume sessions
Set up a block of authorized sessions for a client, then consume one session per treated appointment. Cycle thresholds automatically trigger progress-summary and renewal tasks.
Use the Forms command centre
Create forms, manage bundles, send forms to clients, review submissions, and understand the owner approval workflow for published forms.
Review a form or bundle submission
Review submitted forms, download a PDF copy, compare submitted data with the client record, and apply only the changes that should become official.
Manage the Communications inbox
Work shared clinic mailboxes, match threads to clients, use AI triage context, delegate conversations, and keep communication history connected to the chart.
Manage services, insurers, and resources
Keep clinic services, insurer records, rooms, equipment, and resource schedules accurate so scheduling, billing, and reporting use the right defaults.
Run WAAG and operational reports
Use WAAG and Reports to review revenue, appointments, cancellations, no-shows, treated hours, clinician hours, case metrics, and delivery trends.
Create a consent-aware marketing campaign
Build a saved audience, verify marketing consent, test a campaign, and schedule or send clinic communications without bypassing consent controls.
Manage users, roles, and clinic access
Add staff, assign roles, configure payroll type and clinic access, and troubleshoot missing menu items or dashboard widgets.