Practice and Professional Information
Your practice and professional details help Sessions Health reflect how your practice is structured and how you appear to clients and payers. This article gives you a clear, friendly overview of what each field means, why it matters, and where it appears across the platform. It’s designed to support you during onboarding and serve as a quick reference whenever you need clarity.
If you ever need to make updates, you’ll find links to the relevant workflow articles at the end.
🚀 These are the same fields you complete during signup, and you can update any of them later. This article simply explains what each field means and where it appears across Sessions Health.
In this article:
- Practice Information
- Professional Information
- Changing Your Account Email Address
- Frequently Asked Questions
- Related Resources
Practice Information
Practice information represents your organization as a whole. Administrators typically complete this during onboarding, and these details shape what clients and payers see on invoices, superbills, and insurance claims. Accurate practice information also helps payers verify your organization and ensures that claims and payments process smoothly, supporting clarity and trust for clients.
📌 Only your Primary Service Location and Nickname are required to continue during signup. Everything else can be added later, and some fields only apply to clinical staff.
What Practice Information Includes
These details represent your organization as a whole and automatically populate on client-facing documents (invoices and superbills) and insurance claims (CMS-1500 forms).
- Account Name: The name of your practice.
- Website: An optional link to your practice website or professional profile.
- Business Email: The email clients see on invoices and superbills. This may differ from your login email and should be one you’re comfortable sharing with clients.
- EIN or SSN: Your business or personal tax ID, required for processing claims and setting up Stripe.
- Business NPI (Type 2): The organizational NPI used by group practices when billing under the practice entity.
- Business Taxonomy Code: An optional facility‑level specialty code used for insurance verification.
- Nickname: A short internal label used to distinguish this address if your practice manages multiple locations.
- Business Phone: The primary phone number shared with clients and payers.
- Primary Service Location: The physical address where services are rendered (can be overridden in Billing Settings > Insurance > Settings).
- Place of Service Code: A standardized code indicating the care setting. Code 11 (Office) is selected by default; use 02 or 10 for Telehealth if required by payers.
Updating Practice Information
Admins can update practice‑level details in Account Settings > Account. See Managing Business Information for step-by-step instructions.
Professional Information
Professional information is tied to you as a practitioner. These fields help Sessions Health display your name, credentials, and identifiers accurately across the platform.
📋 All fields in this section are optional during signup. You may be asked for them later if you generate an insurance claim.
What Professional Information Includes
These fields establish your individual identity as a provider. They automatically map to your clinical documentation, superbills, and insurance claim forms.
- Legal Name: The name associated with your professional license. Your preferred name will continue to display across internal areas like the calendar, notes, and invoices.
- NPI (Type 1): Your individual NPI.
- Taxonomy Code: An optional standardized code identifying your provider type or specialty.
- Licenses:
- Type: Your professional license type (e.g., LCPC, LCSW, LMFT).
- State (If Applicable): The state where your professional license was issued.
- License Number: The number associated with your license.
🪪 If you hold licenses in multiple states or carry multiple active credentials, you can add each one as an individual card within your profile by clicking the + Add License button.
Practitioner Preferred and Legal Names
Sessions Health allows you to use a preferred name throughout the platform while keeping a legal name on file for billing and insurance purposes.
To add your legal name, navigate to your Profile and select Add Legal Name on the Profile tab. To remove it, select Remove Legal Name.
You can update your name anytime from your Profile (select your initials in the top‑right corner). Administrators can also manage practitioner names within the account.
Editing Your Professional Information
You can update your professional details at any time. Open your Profile by selecting your initials in the top‑right corner of Sessions Health. From there, you can update your name details on the Profile tab, or manage your NPI, taxonomy code, and individual license cards on the Clinical Info tab.
ℹ️ See Managing Your Profile for more information.
Changing Your Account Email Address
To change your sign-in email, go to your Profile by selecting your initials in the upper-right corner. See Profile Information for full steps.
📧 Changing your login email does not change your public-facing Business Email.
Frequently Asked Questions
Do I need to complete all of this information during signup?
No. Only your Primary Service Location and Nickname are required. Everything else can be added later.
What if my practice has more than one location?
You can add additional service locations later. Nicknames help you tell them apart internally.
Do I need both an NPI Type 1 and an NPI Type 2?
Most solo practitioners only use an NPI Type 1. Group practices typically use both. If you’re unsure, your billing administrator or payer can confirm.
Can I use my SSN instead of an EIN?
Yes. If you don’t have an EIN, you can use your SSN for both practice‑level and practitioner‑level fields. You can also override the practice EIN with your own if you bill individually.
Related Resources
For step‑by‑step instructions on updating any of these fields, see: