What’s new
Release notes and notable changes to Simone.
- new
Simone Help site launched
First version of the public help center. Covers SOAP notes, invoicing, payments, and payroll readiness.
- improved
Case management and WAAG v2
Case pipeline view now visible in the client workspace. WAAG weekly standup reports include case-based metrics.
- new
Forms Command Centre
New approval workflow for form bundles. Owners approve; Clinic Managers send. See the Forms workflow guide.
- 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 →