Orientation Videos
Explore our orientation series to quickly master key workflows across practice setup, clinical documentation, billing, and client management in Sessions Health.
Orientation Video Quick Links
- Group Practice Onboarding Guide
- Orientation to Billing
- Orientation to Forms and Documents
- Orientation to Group Practice Features
- Orientation to Client Records
- Orientation to Conjoint and Minor Clients
- Orientation to the Client Portal for Clinicians
- Orientation to the Client Portal for Clients
- Orientation to Notes, Diagnosis, and Treatment Plans
- Orientation to Appointments and Calendar
- Our Ethics
Group Practice Onboarding Guide
Set up your practice, manage team permissions, and migrate existing client data. Just getting started? Follow our Guide to Switching to Sessions Health.
Orientation to Billing
Get an overview of billing defaults, insurance payer setup, client invoices, and claim generation. Explore full video guides in Billing Video Tutorials.
Orientation to Forms and Documents
Customize intake forms, manage screening tools, and tailor custom templates for your practice. Discover more in Forms, Documents, Notes, and Treatment Plans Video Tutorials.
Orientation to Group Practice Features
Add team members, configure user roles, filter schedules by practitioner, and track practice insights. For additional walkthroughs, see Setup and Admin Video Tutorials.
Orientation to Client Records
Navigate client charts, store clinical files, track portal activity, and manage contact details. Check out detailed videos in our Clients Video Tutorials library.
Orientation to Conjoint and Minor Clients
Set up couple therapy charts, manage minor client records, and assign parent or legal guardian contacts. Learn more in Managing Minor Client Records and Parent Access in Sessions.
Orientation to the Client Portal for Clinicians
Configure portal permissions, customize intake workflows, and share document requests with clients. Explore complete details in our Client Portal Video Tutorials.
Orientation to the Client Portal for Clients
Introduce clients to accepting portal invitations, completing intake paperwork, and accessing virtual sessions. Share full client guides from For Clients: Video Tutorials.
Orientation to Notes, Diagnosis, and Treatment Plans
Complete progress notes, add ICD-10 diagnoses, and build structured treatment plans connected to clinical documentation. See full steps in Forms, Documents, Notes, and Treatment Plans Video Tutorials.
Orientation to Appointments and Calendar
Manage daily schedules, set up recurring sessions, sync external calendars, and configure practitioner availability. Review complete details in Appointments / Sessions and Calendar Video Tutorials.
Our Ethics
Learn about the core values, security commitments, and clinical ethics that guide product development at Sessions Health. See our Sessions Health Trust Statement.