Clients Video Tutorials
Clients Videos Quick Links
- Client Onboarding: Create a Client & Invite Them to the Portal
- 5-Minute Client Setup (Including Scheduling, Intake, Billing, Notes)
- Clients and Individual Client Setup
- Couple, Family, and Conjoint Therapy Client Setup
- Minor Client Setup
- Managing Clients in a Group Practice
- LGBTQ+
- Upload Files to Client Records
Client Onboarding: Create a Client & Invite Them to the Portal
This Sessions Health tutorial shows you how to create a new client, customize portal access, and send an invitation so your client can securely complete forms before their first session.
5-Minute Client Setup (including scheduling, intake, billing, notes)
This video orients you to creating a client and then going through the intake, scheduling a session, doing the clinical note, diagnosis, treatment plan and billing steps in light speed in Sessions Health.
Clients and Individual Client Setup
This Sessions Health tutorial teaches you how to view clients, add new clients and set them up.
Couple, Family, and Conjoint Therapy Client Setup
This tutorial teaches you how to create and setup a couple, family, or conjoint therapy client.
Minor Client Setup
This video orients you to setting up minor clients in Sessions Health.
Managing Clients in a Group Practice
This video orients you to managing clients in a group practice in Sessions Health.
LGBTQ+
This Sessions Health tutorial teaches you about the support for LGBTQ+ clients.
Upload Files to Client Records
This tutorial shows you how to upload files to a client record.