Using System Forms
Overview
System Forms include the core intake, consent, and assessment documents that help support clear communication and informed care within Sessions Health. This guide explains how to access these forms and add them to your account for use in your practice.
This article covers:
- Types of Forms
- How to Add System Forms
- Spanish System Forms
- Frequently Asked Questions
- Related Resources
Types of Forms
System Forms in Sessions Health fall into the following categories:
- Consent Forms: Used to obtain written authorization and inform clients about treatment policies and expectations.
- Screenings and Assessments: Standardized tools used to evaluate symptoms, track progress, and support clinical decision-making. Some assessments include automatic scoring.
- Intake Forms: Collect background and onboarding information at the start of care.
- Notes: Used to document session content and clinical observations.
- Questionnaires: Gather client feedback or support session bridging between appointments.
These categories organize our forms.
How to Add System Forms
To add a System Form:
- Click Forms & Documents
- Click the System Forms tab
- Click +Add to add the form to your account.
This adds the form to the My Forms tab.
Spanish System Forms
Sessions Health offers Spanish versions of select clinical assessment tools to support more accessible and inclusive care.
- Filter by language: Choose Español to view all available Spanish forms.
- Search by keyword: Enter Spanish in the search bar to bring up the full list.
ℹ️ Spanish system forms follow the same scoring, documentation, and sharing workflows as their English counterparts. Results appear in the client record just like any other system form.
Frequently Asked Questions
Do you have a Release of Information (ROI) form?
Yes. A Release of Information form is available under System Forms > Intake. Because ROI requirements vary by state, review the form to ensure it meets local regulations. If needed, you may create a Custom Form or upload your own template.
Can I edit System Forms?
Yes. After adding a System Form to My Forms, you can edit it to meet your practice’s needs. Any changes you make apply to your version of the form in your account. The original System Form remains unchanged in the System Forms library.
Are System Forms compliant?
Yes. Forms that collect Protected Health Information (PHI) are securely stored within Sessions Health to maintain HIPAA compliance.
Will additional System Forms be added in the future?
Yes. We periodically review and expand our forms library. When new forms become available, they will be available in your System Forms.
Related Resources
For more information, see these Help Center articles:
- Creating a Custom Form
- Documents & Forms Overview (For the Client Portal)