Managing Practitioner Clinical Information
Practices can store and update the clinical information required for documentation and billing, including NPI, taxonomy code, and legal name. Administrators update this information from Account Settings, and practitioners can update their own information from their Profile. Keeping these fields accurate ensures clean claims and consistent display throughout Sessions Health.
In this article:
- Editing Clinical Information for a Practitioner (Administrators)
- Adding or Updating a Practitioner’s Legal Name
- Practitioners Updating Their Own Information
- Frequently Asked Questions
- Related Resources
Editing Clinical Information for a Practitioner (Administrators)
Administrators can update a practitioner’s NPI, taxonomy code, and legal name from the Members page.
- Go to Account Settings > Members, select the three-dot menu next to the practitioner, and choose Edit Clinical Information.
- Update the NPI, taxonomy code, or legal name.
- Select Save.
Adding or Updating a Practitioner’s Legal Name
The legal name is used for billing and must match payer records. The preferred name continues to appear throughout Sessions Health for scheduling, documentation, and internal workflows.
- Go to Account Settings > Members, open the three dot menu next to the practitioner, and choose Edit Clinical Information.
- Select Add Legal Name and enter the practitioner’s legal name.
- Select Save.
How Preferred and Legal Names Are Used
- Your preferred name appears in scheduling, documentation headers, and internal workflows.
- Your legal name appears on claims and superbills to meet insurance requirements.
- Changing your preferred name does not affect billing.
Practitioners Updating Their Own Information
Practitioners can update their own preferred name and clinical information from their Profile.
- Select your initials in the top right corner.
- Choose Profile.
- Update your name or clinical information.
- Select Save.
For more details on practitioner self‑service settings, see Managing Your Profile.
Frequently Asked Questions
Does updating a practitioner’s legal name change past documentation?
No. Past notes and claims retain the name used at the time they were created.
Can practitioners update their own NPI or taxonomy code?
Yes. Practitioners can update their own clinical information from their Profile unless your practice restricts this through internal policy.
Does changing a preferred name affect billing?
No. Billing uses the legal name stored in Clinical Information.
Related Resources
For more information, you can check out these resources: