Clinician
Treat clients, write SOAP notes, complete progress summaries, and manage delegated communications.
Specializations
Supervises CDAs; approves SOAP notes; edits post-approval.
Treats under an SLP's supervision; SOAP notes require SLP sign-off.
Hearing-specialization clinician.
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 — Clinician
A tour of the six stat cards you land on after signing in. Each card is a filtered view of the work waiting on you — tap it to drill into the queue.
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.
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.
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.
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.
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.
Book an appointment
Schedule a new session for a client, with automatic conflict detection against the clinician’s existing appointments and meetings.
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.