The Guide to Switching to Sessions Health: The Step-by-Step Video Tour
Welcome to Sessions Health!
Getting started with a new practice management system is easier when you can see each step in action. This page brings all of our setup videos together so you can follow along visually as you learn Sessions Health.
If you prefer a written walkthrough or want deeper detail on any step, you can pair these videos with The Guide to Switching to Sessions Health, which follows the same sequence you see here.
In this article
Setup Basics:
Billing & Payments:
Client Experience:
Optional Enhancements:
Next Steps:
Create Your Sessions Health Account 🔑
A simple guide to signing up for Sessions Health and getting started with your initial setup.
Create Your Clients 👥
Learn the main ways to create individual, conjoint, and minor client charts in Sessions Health.
Configure Your Billing Settings 🧾
See how to set your billing defaults, enable automation, and import CPT codes for a smooth billing workflow.
Configure Your Online Payments 💳
A short guide to connecting Stripe and turning on online payments in Sessions Health.
Configure Your System Forms 📋
See how to add the forms your practice uses for onboarding and documentation.
Configure Your Client Portal 🔗
Learn how to set up your Client Portal and choose your practice‑wide defaults for onboarding and client access.
Set Up Your Telehealth Link 💻
A quick guide to setting up your telehealth link and using it across your appointments.
Getting Started With AI Assist (Optional) 🪄
Learn how to optionally turn on AI Assist and customize it to support your documentation workflow.
Managing Members (Optional) 🏢
See how to add team members and choose the permissions that fit their role.
Ready for More? 🏁
You are now ready to begin using Sessions Health in your day‑to‑day work! The videos below guide you through the core workflows practitioners use most often:
- Appointment Reminders
- Inviting Clients and Sharing Documents in the Client Portal
- Scheduling an Appointment
- Documenting a Client Session
If questions come up, you can reach us at support@sessionshealth.com, and we are happy to help.