The Guide to Switching to Sessions Health

Welcome to Sessions Health!


Switching practice management systems can feel overwhelming, especially when you’re actively seeing clients. This guide breaks the process into clear, manageable steps so you can move to Sessions Health without disrupting client care.

💡 If you only complete these three steps, you’re ready to see your first client in Sessions Health:

  1. Create your Sessions Health account
  2. Add your first client
  3. Schedule your first appointment

Everything else in this guide can be done later, whenever you’re ready.

This roadmap follows the same setup tiles you’ll see in your Sessions Health dashboard. Each section includes a short video and a deeper article so you can explore at your own pace.

In this article

Setup Basics:

Billing & Payments:

Client Experience:

Optional Enhancements:

Next Steps:

Step 1. Create an Account 🔑


Set up your Sessions Health login and confirm your basic practice details.

💡 Ready to create your account?

When you are ready to begin, you can sign up directly on our website: https://app.sessionshealth.com/users/sign_up

Step 2. Add Your First Client 👥


Add a client profile so that you can schedule, document, and bill without interruption.

💡 Thinking about migrating clients from another EHR?

If you are moving to Sessions Health from a different system, you do not need to add every client manually. Many practices start by adding one client to learn the workflow, then uploading a full export file when they are ready.

Our team can help import your clients. Check out this article for more details: Importing Your Data into Sessions Health From a Different EHR.

Step 3. Configure Billing Settings 🧾


Set your billing defaults so claims, superbills, and session fees behave consistently.

Step 4. Configure Online Payments 💳


Enable secure online payments so clients can pay through the client portal.

Step 5. Configure System Forms 📋


Set up the core clinical notes, assessments, and client intake documents used across your practice.

Step 6. Configure Client Portal 🔗

Set up the portal where clients schedule, complete forms, and manage payments.

Step 7. Set Up Telehealth 💻

Enable telehealth so clients can join sessions smoothly from any device.

💡 Integrated Telehealth Option Available

Sessions Health includes fully integrated telehealth that launches directly from your site as an optional add-on for $10 per month per practitioner.

If you prefer to use another platform, you can still add a telehealth link to any appointment. Both options work smoothly, and you can choose the approach that fits your practice.

Step 8. Configure AI Assist (Optional) 🪄

Optionally turn on AI tools designed with strong privacy protections and full clinician control.

Step 9. Upgrade Your Account ⭐️


You can upgrade your Sessions Health account at any time by going to Account Settings > Billing and adding a payment method.

ℹ️ Subscription Details:

  • 30-Day Trial: New accounts include a 30-day free trial. Adding a payment method activates your subscription, and billing will begin automatically.
  • No Manual Tiers: You don't need to choose a plan tier. Accounts are free for your first 3 active clients, and transition to the flat-rate Professional Plan (unlimited clients) once you add a 4th.
💡Looking for plan details and pricing?

You can compare plans and see what is included in each option on the Sessions Health pricing page. This page gives you a clear overview of Freemium and Professional so you can decide what works best for your practice.

Step 10. Invite Additional Practice Members (Optional) 🏢


Add additional members to your account once you've added a credit card on file.

ℹ️ Account Administrators can see and manage everything in your practice’s settings. It’s best to give this level of access only to the people who help run your practice day-to-day.  

Ready for More? 🏁


Explore the workflows practitioners use most once they’re up and running.


If questions come up, you can reach us at support@sessionshealth.com, and we are happy to help.

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