Video: Billing Tutorials
Billing Video Quick Links
- Billing basics
- Credit card authorization form
- Working with bills and superbills
- Billing for minors
- Configuring and managing superbills
- Billing automation
- Pre-pay for an appointment
- Tracking payments from Headway or Alma
Billing basics
This Sessions Health tutorial teaches you about billing basics such as setting up billing settings, creating bills, and logging payments.
Note: Please see our credit card authorization form tutorial. for details on having clients enter a credit card.
Credit card authorization form
The tutorial demonstrates how to prompt for a client to put a credit card on-file.
Working with bills and superbills
This Sessions Health tutorial teaches you about billing features such as editing bills, client credits, and sending bills to clients for online bill-pay. It also covers creating and sending superbills.
Billing for minors
This tutorial explains how to use a billing contact for minor clients.
Configuring and managing superbills
This tutorial explains settings for superbills and how to create and manage them.
Billing automation
This tutorial explains how to set up Billing Automation features in Sessions Health.
Pre-pay for an appointment
This tutorial explains how to let a client pre-pay for a session.
Tracking payments from Headway or Alma
This video demonstrates a method for tracking payments from insurance billing platforms external to Sessions Health.