Managing Business Information
- Edit business information
- Manage service locations
- Manage rooms
- Manage your account credit card
- Referral link
- View past invoices
- Tax forms
- Close your account
Edit your business information
Permissions: This feature requires administrator permissions. If you don't have permissions, please contact your account administrator regarding this feature.
You may update your business information by going to Account Settings and scrolling down to the Business Information section. Click Edit to update your information.
Note: The email address set as the Business Email will be used as the reply-to email address when documents such as bills are sent to clients.
Note: When the Business Email is not set, it'll attempt to detect the user that initiated or is directly linked to the request. For example, if sharing a billing document, it'll use the user's email. The user is either who created the bill or is directly linked as the practitioner to any of the session notes.
Manage service locations
Below the Business Information section of Account Settings, you can click + Add to add service locations. This is where you may also setup a physical or telehealth location. Once these locations are added, you may select the appropriate location for each appointment. To make changes to any location click the three dot menu "..." to the far right.
Place of Service Codes
Each location may be assigned a Place of Service Code. Place of Service (POS) codes are a standardized set of codes used to identify the location where healthcare services were provided. These codes are used for billing and reimbursement purposes by insurance companies and other payers.
The POS codes are typically two-digit codes that indicate the type of facility or setting where the service was provided, such as an office, hospital, or ambulatory surgical center. They also include additional modifiers to indicate specific locations within a facility, such as an emergency room or intensive care unit.
Using the correct POS code on a claim is important for accurate reimbursement and to avoid claim denials or delays. It is essential that healthcare providers understand the correct codes to use and the requirements of the insurance companies they work with.
The Centers for Medicare and Medicaid Services (CMS) manages the Place of Service (POS) codes. CMS is a federal agency within the United States Department of Health and Human Services that administers the Medicare program and works with states to administer Medicaid and other healthcare programs. CMS is responsible for maintaining and updating the POS codes, as well as other medical billing and coding standards. These codes are used not only for Medicare and Medicaid claims, but also by other insurance payers who follow CMS guidelines.
What is the difference between place of service code 02 and place of service code 10?
Place of Service (POS) code 02 and POS code 10 are two different codes that represent different healthcare settings or locations for telehealth.
From CMS (https://www.cms.gov/files/document/mm12427-newmodifications-place-service-pos-codes-telehealth.pdf):
POS 02: Telehealth Provided Other than in Patient’s Home
POS 02 represents the location where health services and health related services are provided or received, through telecommunication technology. Patient is not located in their home when receiving health services or health related services through telecommunication technology.
POS 10: Telehealth Provided in Patient’s Home
On the other hand, POS 10 refers to the location where health services and health related services are provided or received through telecommunication technology. Patient is located in their home (which is a location other than a hospital or other facility where the patient receives care in a private residence) when receiving health services or health related services through telecommunication technology.
Do all insurers follow this standard?
No they do not. POS 10 is relatively new and so many payers only accept POS 02. You must contact your payer to understand their expectations regarding these telehealth codes.
Manage rooms
For accounts with more than one practitioner, below the Service Locations section of Account Settings, you can click + Add to add rooms to your locations. Adding rooms allows you to prevent double-booking of room resources in group clinics.
After clicking +Add you will be able to give the room a name and select which locations this room applies to.
When booking appointments, a room may be selected. If someone else tries to use that room at the same time, a warning will be displayed which may be overridden.
Manage your account credit card
To upgrade your account from a free trial to a Professional or Freemium subscription, you'll need to add a credit card in the Account Settings > Billing tab.
Note: You will need to add a payment method with the Freemium plan. As long as your account has 3 or fewer active clients your card will not be charged.
Changing your account credit card
From the Account Settings > Billing tab, you can edit the current credit card information on file. Click on the current card information to update your card.
Referral Link
From your Account Settings > Billing tab you may also copy and share your referral link with your colleagues.
View Past Invoices
From the Account Settings > Billing tab, you can scroll down to view all previous invoices of your Sessions Health account.
1099 Tax forms
Sessions Health doesn't make any payments directly to our customers. Any 1099 tax forms will come from Stripe or your insurance payers. See our Tax Reporting article for more details.
Closing your account
If you choose to close your account, you may go to Account Settings and scroll to the bottom of the page to the Danger Zone section. Click the Close this account... button and follow the instructions.
Note: We will retain your information for 30 days. If you wish to keep an archived version of your account with all your data securely stored longer than 30 days, please contact support@sessionshealth.com for information on our storage account subscription.