Setup and Admin Video Tutorials
💡 Just getting started? Check out The Guide to Switching to Sessions Health: The Step-by-Step Video Tour for a complete video library of setup steps.
➡️ Looking to migrate or upload data? Visit our video series Data Migration and Import Video Tutorials for more information.
Setup and Admin Video Quick Links
- Managing Business Information and Locations
- Managing Members
- The Practitioner Role
- The Biller Role
- The Scheduler Role
- Account Settings
- Supervision
- Referral Link
Managing Business Information and Locations
Customize practice-wide business details, default service locations, Place of Service codes, and room settings. For step-by-step text on configuring your foundational practice details, see Managing Business Information.
Managing Members
Configure team profiles, invite new practice members, and manage access settings across your account. Review full written instructions in Managing Users and Roles.
The Practitioner Role
Explore the Practitioner role in Sessions Health to understand default baseline clinical workflows as well as expanded billing or practice-wide permissions. For additional details, check out our Understanding Roles & Permissions article.
The Biller Role
Watch this video walkthrough to explore non-admin Biller permissions, core billing workspaces, and clinical privacy protections. For additional details about roles, see Understanding Roles & Permissions.
The Scheduler Role
This video provides a walkthrough of the Scheduler role, highlighting navigation, scheduling and intake workflows, and privacy boundaries. Check out this article for more details: Understanding Roles & Permissions.
Account Settings
Customize practice-wide business details, default preferences, notifications, and administrative controls. For step-by-step text about the main Account Setting options, see Managing Business Information.
Supervision
Set up supervisor-supervisee pairs, assign documentation co-signatures, and manage clinical review workflows. Explore complete details in Setting Up Supervision and Supervision: Comprehensive Guide.
Referral Link
Share your unique referral link with colleagues to earn subscription credits for your practice when they join. For a text walkthrough, check out Sessions Health Referral Program.