The Guide to Switching to Sessions Health
Welcome to Sessions Health!
Whether you're transitioning from a different EHR or just starting your practice, this step-by-step guide will help you get up and running quickly.
- Step 1. Sign-up for a free trial.
- Step 2. Upload your data to be imported.
- Step 3. Configure your account settings.
- Step 4. Configure your billing settings.
- Step 5. Configure insurance & payers and setup enrollments (only if using insurance).
- Step 6. Set up your forms.
- Step 7. Configure your clients.
- Step 8. Set up your availability.
- Step 9. Invite your clients.
- Step 10. Create your schedule.
Step 1. Sign-up
Sign up for a 30-day free trial to get started with Sessions Health.
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Step 2. Upload your data
We can import your data from almost any EHR. It's easy! Just upload a ZIP file and we'll take it from there.
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Step 3. Configure account settings
By configuring your account, you will be well on your way. These are the key things to setup:
- Setup your members such as support staff or other clinicians.
- Setup your locations.
- Configure your appointment reminders.
- Configure your telehealth link.
- Configure your client portal.
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Step 4. Configure billing settings
Configuring billing settings includes:
- Setting up bills.
- Configuring autopay.
- Configuring the CPT codes and services you provide.
- Adding products.
- Integrating with Stripe.
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Step 5. Configure insurance settings and payers*
*You can skip this step if you don't accept insurance.
Configuring insurance settings is the first step to accepting insurance. After you enter some basic information, you want to set up the payers you work with. Enrolling with some of your payers for certain services, such as ERAs, is also a necessary step. It can take some time for enrollments to be processed by payers, so you'll want to do this early on in your setup.
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Step 6. Setup forms
There are a few types of forms in Sessions Health. You'll want to configure your Consent forms, Intake forms and Assessments (if applicable).
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Step 7. Configure clients
Particularly for private pay clients, you'll want to set up each client's default service and rate. This makes scheduling much easier.
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Step 8. Setup availability*
*You can skip this step if you don't let clients book through the client portal.
If you want clients to be able to book through the client portal, you can configure your availability. If you aren't allowing clients to book online, you can skip this step.
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Step 9. Invite clients
You're almost there! Once everything else is in place, you can start inviting your clients to the client portal. This will allow them to:
- Put a card on file.
- Fill out demographics.
- Fill out forms.
- Schedule appointments.
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Step 10. Create your appointments
This is it! Now that your account is setup and your clients have been invited, you can create your schedule on the calendar and start taking appointments.
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Congratulations!
You're up and running with Sessions Health. If you have any questions, don't hesitate to reach out to us at support@sessionshealth.com