Glossary of Terms and Icons

This article's intent is to orient people to Sessions Health. Included is a glossary of terminology used within Sessions Health. This glossary is intended to help you understand the terms we use and why. It will also help you when communicating with us via customer support. It also has a reference of commonly used icons within Sessions Health so that you may understand their purpose.

Glossary of Icons

	This "three-dot menu" indicates a context menu is available. Click on the dots to reveal another set of options.This menu will typically reveal editing options, downloading options and more.
	This is a filter icon. Use it to filter the data that is displayed on a particular screen. This is commonly used to filter data by clinician in group practices. It's also used for filtering client lists and other data.

Glossary of Terms

Account Type - Sessions Health has several account types that determine the status of the account and features available. We have three account types: Trial, Freemium, Professional.

Trial - These are accounts that are temporary unless upgraded to Freemium or Professional. These accounts are intended to be used to try out the system. Trial accounts are eventually deleted so to keep an account active, Trial accounts must be upgraded to a Freemium account or a Professional account by putting a credit card on file.
Freemium - This an upgraded account that is free to use so long as clients are kept at 3 or fewer and no other users (other practitioners, billers, etc.) are invited to use the account. All Professional features are available in our Freemium version (with the exception of multi-user features and add-ons such as electronic claims).
Professional - This is our paid plan that includes unlimited clients and the ability to invite other users to the account. This plan doesn't include add-ons such as electronic claims.

Add-on - We are currently not offering add-ons, but these will be additional features that may be added on to an account. We expect upcoming services such as electronic claims and telehealth to be add-ons that can be added to an account à la carte.

Appointment - This is a scheduled time on a clinician's calendar when they will be providing one or more services to a client.

Bill - This term is interchangeable with an invoice. You may create a bill to charge for services.

Client - This term is interchangable with patient. While we understand that some clinicians prefer patient over client, we use client as it is the more popular term. We do not advocate for one term over the other.

Client Portal - This is the client-facing part of the EHR where clients may pay bills, schedule appointments and fill out forms and documents.

Document - Documents may be sent to clients to read or return. We consider documents to be files that are not integrated with the client portal such as PDFs, Word documents, etc. We have two types of documents: Shared Documents and Internal Documents.

Internal Documents - These documents are intended to only be used internally and not seen by clients. These are managed under Forms & Documents > Documents.
Shared Documents - These may be added to the overall account portal configuration under Account Settings > Portal. These may also be added directly to client portals under Clients > [Client Name] > Portal.

Form - Forms can be sent to clients through the client portal to fill out. Forms are integrated with the EHR and filled out by clients directly within the EHR. We have two types of forms: Consent Forms and Intake Forms.We also have System Forms which are forms we provide for you to add to your account to use and/or customize.

Consent Form - Consent forms are agreements that are read by the client and signed electronically. Consent forms don't have additional fields or form elements and consist only of text and electronic signature.
Intake Form - A form that clients read and fill out during the intake process. The intent of an intake form is to gather preliminary clinical information needed to begin working with a client.
System Form - These are default forms that may be added to your account to customize. Some examples might be the GAD-7, PHQ-9, Diagnostic Assessment, etc.

Service - A service typically maps to a CPT Code. However, you may also create custom services that you charge your clients for.