Simone HelpClinic Management

Clinician

Treat clients, write SOAP notes, complete progress summaries.

Specializations

Speech-Language Pathologist (SLP)

Supervises CDAs; approves SOAP notes; edits post-approval.

Communicative Disorders Assistant (CDA)

Treats under an SLP's supervision; SOAP notes require SLP sign-off.

Audiologist (AUD)

Hearing-specialization clinician.

Articles for this role

Getting startedOwnerAdmin

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.

2 min readRead →
WorkflowClinician

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.

3 min readRead →
WorkflowClinician

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.

3 min readRead →
TroubleshootingClinicianClinic Manager

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.

2 min readRead →
TroubleshootingHRClinician

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.

3 min readRead →
WorkflowAdminClinic Manager

Book an appointment

Schedule a new session for a client, with automatic conflict detection against the clinician’s existing appointments and meetings.

2 min readRead →
WorkflowClinic ManagerClinician

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.

4 min readRead →