Clients Video Tutorials
Clients Videos Quick Links
- Create Your Clients
- Client Onboarding: Create a Client and Invite Them to the Portal
- Associating Contacts with Clients
- Using Global Search
- Sharing Clients and Managing Multiple Profiles for Privacy
- 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
Create Your Clients
Learn the main ways to build client records in Sessions Health, including individual profiles, conjoint or family charts, and minor records with parent or guardian contacts. Check out detailed steps in Creating a Client.
Client Onboarding: Create a Client and Invite Them to the Portal
Add an individual client, customize their Client Portal permissions, and send an invitation so they can complete intake paperwork before their first session. Review full written instructions in Inviting Clients and Sharing Documents in the Client Portal.
Associating Contacts with Clients
Link existing or new contacts to a client's chart and configure their Client Portal access. For step-by-step text, see Client Contacts.
Using Global Search
Locate individual clients, conjoint charts, and contacts from anywhere in Sessions Health using the global search bar. Check out more details in Global Search Bar Overview.
Sharing Clients and Managing Multiple Profiles for Privacy
Learn how to grant collaborative access to another practitioner or set up separate, linked client profiles for distinct clinical documentation, billing, and portal paperwork. Review step-by-step instructions in Sharing Clients With Other Practitioners.
5-Minute Client Setup (including scheduling, intake, billing, notes)
Set up a client, complete intake paperwork, schedule sessions, draft clinical documentation, and process billing in a single quick overview. Prefer reading? Follow our Guide to Switching to Sessions Health.
Clients and Individual Client Setup
Navigate your main client list, manage active and inactive profiles, and configure basic client account settings. Check out detailed steps in Client Setup.
Couple, Family, and Conjoint Therapy Client Setup
Create and structure multi-person charts for couples, families, and conjoint therapy sessions. For text walkthroughs, see Creating a Client or Client List.
Minor Client Setup
Configure minor client profiles, link parent or legal guardian contacts, and assign portal intake permissions. Review written instructions in Managing Minor Client Records and Parent Access in Sessions.
Managing Clients in a Group Practice
Manage client assignments, practitioner permissions, and shared practice records in a multi-provider team setting. Learn more in Managing Access to Client Records and Sharing Clients With Other Practitioners.
LGBTQ+
Discover built-in support for gender identity, preferred pronouns, legal vs. preferred names, and inclusive client documentation. Check out more details in Creating a Client: Supporting LGBTQ+ Clients.
Upload Files to Client Records
Store, organize, and attach external documents or external clinical records directly inside a client's chart. See full setup details in Manage Client Information: Uploading Client Files. For help uploading files in bulk, see Organizing Client Records for Bulk Upload.