Supervisor
Clinical oversight, reports, scheduling, and delegated communications.
Articles for this role
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.
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.
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.