Forms, Documents, Notes, and Treatment Plans Video Tutorials

Forms, Documents, Notes, and Treatment Plans Video Quick Links


Custom Forms

This Sessions Health tutorial teaches you how to use system forms and create your own custom forms.

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Notes, Treatment Plans, and Diagnosis

This Sessions Health tutorial covers creating notes, treatment plans, and diagnosis.

Since this video was made, treatment plans and assessments have changed so that you may share them with clients. You may find the articles Sharing Treatment Plans With Clients and Sharing Assessments With Clients helpful.

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Sharing Treatment Plans and Assessments

This Sessions Health tutorial teaches you about sharing treatment plans and assessments with clients through the client portal.

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Good Faith Estimate (GFE)

This tutorial explains how to customize a Good Faith Estimate and send it to clients to electronically sign.

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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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