Forms, Documents, Notes, and Treatment Plans Video Tutorials
Navigation
- Adding and Editing System Forms
- Building Custom Forms
- Creating and Editing Consent Forms
- Using Session Feedback and Questionnaires
- Understanding Progress Note Templates
- Adding Diagnoses to the Client Record
- Creating Treatment Plans for Clients
- Using Assessments with Clients
- Documenting a Client Session
- Credit Card Authorization Form
- Administrative Note
- Spanish System Forms
Adding and Editing System Forms
A quick overview of the built‑in forms in Sessions Health and how to use them in your documentation workflows.
Building Custom Forms
A step‑by‑step guide to creating, organizing, and managing your custom form library.
Creating and Editing Consent Forms
A guide to creating, customizing, and managing consent forms in Sessions Health.
Using Session Feedback and Questionnaires
A guide to sending post‑session check‑ins, reviewing client responses, and creating your own questionnaires in Sessions Health.
Understanding Progress Note Templates
A quick overview of the built‑in progress note templates in Sessions Health and how to choose the structure that fits your documentation style.
Adding Diagnoses to the Client Record
A walkthrough of adding, updating, and managing client diagnoses in Sessions Health.
Creating Treatment Plans for Clients
A step‑by‑step guide to building treatment plans with goals, objectives, and interventions that stay connected to your notes.
Using Assessments with Clients
An overview of sending assessments, reviewing results, and using Sessions Health’s screening tools in your clinical workflow.
Documenting a Client Session
A full demonstration of opening, editing, and completing a progress note to keep documentation efficient and consistent.
Credit Card Authorization Form
The tutorial demonstrates how to prompt for a client to put a credit card on-file.
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.
Spanish System Forms
This video demos our Spanish System forms, so you can communicate with your clients in the language they are most comfortable in.