Simone HelpClinic Management

What’s new

Release notes and notable changes to Simone.

  1. new

    Simone Help site launched

    First version of the public help center. Covers SOAP notes, invoicing, payments, and payroll readiness.

  2. improved

    Case management and WAAG v2

    Case pipeline view now visible in the client workspace. WAAG weekly standup reports include case-based metrics.

  3. new

    Forms Command Centre

    New approval workflow for form bundles. Owners approve; Clinic Managers send. See the Forms workflow guide.

  4. new

    Stripe and Clover card-on-file

    Store a card for recurring charges. Refunds, credit memos, and multi-invoice charge batches are supported.

    Read: Collect payment on an invoice