Billing Video Tutorials


Billing basics

This Sessions Health tutorial teaches you about billing basics such as setting up billing settings, creating bills, and logging payments.

Note: Please see our credit card authorization form tutorial. for details on having clients enter a credit card.

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Credit card authorization form

The tutorial demonstrates how to prompt for a client to put a credit card on-file.

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Working with bills and superbills

This Sessions Health tutorial teaches you about billing features such as editing bills, client credits, and sending bills to clients for online bill-pay. It also covers creating and sending superbills.

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Billing for minors

This tutorial explains how to use a billing contact for minor clients.

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Configuring and managing superbills

This tutorial explains settings for superbills and how to create and manage them.

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Billing automation

This tutorial explains how to set up Billing Automation features in Sessions Health.

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Pre-pay for an appointment

This tutorial explains how to let a client pre-pay for a session.

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Tracking payments from Headway or Alma

This video demonstrates a method for tracking payments from insurance billing platforms external to Sessions Health.

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