Simon Solutions

Uploading files is an easy way to distribute and store files such as PDFs, DOC (Word), images and more.

Plus - How to upload files

Learn how to create a request/referral for a client when your agency can't fulfill their need.

This video teaches you how to set up and use Client ID Cards as well as set up assistance barcodes to greatly reduce data processing times.

Learn how to add a service that your agency offers to clients. Your service(s) will then be available for referrals.

Using Groups, you can specify that only a particular group of agents can see certain client information.

Outcomes allows you to collaborate with other agencies and the client to move through a defined set of goals.

Learn how to capture a digital signature on a Release of Information

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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