Forms, Documents, Notes, and Treatment Plans Video Tutorials
Navigation
- Adding and Editing System Forms
- Building Custom Forms
- Spanish System Forms
- Collecting Credit Cards on File
- Creating and Editing Consent Forms
- Using Assessments with Clients
- Adding Diagnoses to the Client Record
- Creating Treatment Plans for Clients
- Understanding Progress Note Templates
- Documenting a Client Session
- Using Session Feedback and Questionnaires
- Adding Administrative Notes to the Client Record
Adding and Editing System Forms
A quick overview of the built‑in forms in Sessions Health and how to use them in your documentation workflows.
Building Custom Forms
A step‑by‑step guide to creating, organizing, and managing your custom form library.
Spanish System Forms
This video demos our Spanish System forms, so you can communicate with your clients in the language they are most comfortable with.
Collecting Credit Cards on File
A guide to customizing and sharing the Credit Card Authorization Form so clients can securely add a card on file through the portal.
Creating and Editing Consent Forms
A guide to creating, customizing, and managing consent forms in Sessions Health.
Using Assessments with Clients
An overview of sending assessments, reviewing results, and using Sessions Health’s screening tools in your clinical workflow.
Adding Diagnoses to the Client Record
A walkthrough of adding, updating, and managing client diagnoses in Sessions Health.
Creating Treatment Plans for Clients
A step‑by‑step guide to building treatment plans with goals, objectives, and interventions that stay connected to your notes.
Understanding Progress Note Templates
A quick overview of the built‑in progress note templates in Sessions Health and how to choose the structure that fits your documentation style.
Documenting a Client Session
A full demonstration of opening, editing, and completing a progress note to keep documentation efficient and consistent.
Using Session Feedback and Questionnaires
A guide to sending post‑session check‑ins, reviewing client responses, and creating your own questionnaires in Sessions Health.
Adding Administrative Notes to the Client Record
A quick walkthrough of how to add, format, and manage Administrative Notes in Sessions Health, including how sticky notes appear across the chart.