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. 


Sign-up Modal

Reference our tutorial on Creating an account



Top

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.

Reference our tutorial on Switching EHRs



Top

Step 3. Configure account settings

On your account dashboard, we provide a 5-Step guide to configuring your new account, signified by a red 5. As you navigate through each step the number will reduce by 1.

Account Setup

These are the key things to setup:


Reference our tutorials on Account settings video tutorial and Client portal video tutorials

Top

Step 4. Configure billing settings


Billing Settings

Configuring billing settings includes:

Reference our Billing settings video tutorials



Top

Step 5. Configure insurance settings and payers*

*You may 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.



Reference our Insurance settings video tutorials and our guide to Getting Started with Insurance.

Top

Step 6. Setup your system forms

There are several types of forms in Sessions Health. You'll want to configure your Consent forms, Intake forms, Notes and Assessments (if applicable).


Reference our Forms video tutorials


Top

Step 7. Configure clients

Particularly for private pay clients, you'll want to set up each client's default service and rate. Configuring the service and rates makes scheduling simpler.


Reference our Client setup video tutorial


Top

Step 8. Setup your 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.

Reference our Availability video tutorial


Top

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:


  • Place a payment card on file.
  • Fill out demographics.
  • Fill out forms.
  • Schedule appointments.

Client Portal Invitation

Reference our Inviting clients to the client portal tutorial


Top

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.

Reference our Calendar and scheduling video tutorial



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


Top

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us