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Switching EHR platforms is one of the biggest operational shifts a growing practice can make, and most guides leave you to figure out the details on your own. This Sessions Health Setup Guide does not. It walks you through the entire migration in the order you will actually need it: getting your current EHR ready, setting up your Sessions Health account, configuring billing and insurance, building your intake forms, bringing your clients into the system, and going live. Every chapter breaks down the exact steps to take, what to ask Sessions Health support, and the mistakes that trip up most clinicians along the way.
You do not have to be tech savvy to use this. You just have to follow along. By the last page, your billing will be set up correctly, your forms will be ready to send, your clients will be in the system, and your schedule will be live, without the weeks of guesswork most people go through on their own.
Switching EHR platforms is one of the biggest operational shifts a growing practice can make, and most guides leave you to figure out the details on your own. This Sessions Health Setup Guide does not. It walks you through the entire migration in the order you will actually need it: getting your current EHR ready, setting up your Sessions Health account, configuring billing and insurance, building your intake forms, bringing your clients into the system, and going live. Every chapter breaks down the exact steps to take, what to ask Sessions Health support, and the mistakes that trip up most clinicians along the way.
You do not have to be tech savvy to use this. You just have to follow along. By the last page, your billing will be set up correctly, your forms will be ready to send, your clients will be in the system, and your schedule will be live, without the weeks of guesswork most people go through on their own.