Billing Video Tutorials

Configure Your Billing Settings

See how to set your billing defaults, enable automation, and import CPT codes for a smooth billing workflow. For step-by-step text, see Configuring Bill Settings.

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Configure Your Online Payments

Connect a Stripe account to Sessions Health to enable secure credit card processing, portal payments, and payout transfers. Review full written instructions in Configure Online Payments.

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Collecting a Card on File from Clients

Set up and share the Credit Card Authorization form to securely collect and store client payment methods through Stripe. Check out detailed steps in the Credit Card Authorization Form guide.

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Processing Previous Balances and Non-Session Payments

Handle carried-over balances, non-session fees, retroactive appointments, and client credit balances when transitioning to Sessions Health. Follow our Processing a Previous Balance or a Payment Not Tied to a Session guide.

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Billing Basics

Learn the core concepts of client billing, ledger tracking, fee setting, and managing payment statuses in Sessions Health. If you would rather read, view our Guide to Getting Started with Billing tutorial.

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Working with Bills and Superbills

Generate, manage, and share client bills and superbills for both self-pay and insurance services. For text walkthroughs, check out Create a Client Bill and Set Up and Create a Superbill.

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Billing for Minors

Manage billing responsibilities, guarantors, and payment collection when working with minor clients and families. Learn more in our Splitting a Payment Between Two or More Parties guide.

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Configuring and Managing Superbills

Customize superbill settings, enable automated monthly generation, and share documentation directly with clients. Explore complete details in Set Up and Create a Superbill.

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Billing Automation

Automate bill creation, superbill generation, document sharing, and client card processing with AutoPay. See full setup details in our Billing Automation: Settings article.

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Pre-pay for an Appointment

Collect advance payments or retainers before scheduled sessions and track pre-paid balances. Check out detailed steps in Pre-paying for Services.

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Tracking Payments from Headway or Alma

Reconcile third-party platform payments, track allocation for external earnings, and maintain accurate client balances. Review full written instructions in Reconciling a Client Balance.

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