Forms, Documents, Notes, and Treatment Plans Video Tutorials

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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.

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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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Administrative Note

This tutorial explains how to add administrative notes to a client's chart so that clinicians and other administrative staff can communicate important information about a client's chart.

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