Owner
Financial oversight, integrations, form final approval.
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 — Owner & Clinic Manager
A tour of the four full-width panels that make up the leadership dashboard — conflict triage, WAAG metrics, clinician hours, and the clinic-wide to-do list.
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.
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.
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.
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.
Run a payroll cohort
Group payroll-ready appointments into a cohort for a pay period and move them from ‘Ready’ to ‘Approved’ to ‘Paid’.
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.