Filling in the required information to complete a Client record.

After you have added a new client, there is a minimal amount of information about that Client that needs to be added for the client record to be considered "Complete." By default, the intake information that Sessions Health needs is necessary demographic information. (This may be different if you or your organization has set up custom intake forms. Creating custom intake forms is covered here.)

Click on the "Get Started" button on the client page to start entering this information.

A Modal should appear that will walk you through each section of the information we'll collect.

The first screen is to Confirm Information:

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Below is a description of each field and why we are asking for it (Fields in Bold are required):

  1. First Name - the Client's legal first name. The first name will appear in your calendar, invoices, Health Insurance Claim 1500 forms, and elsewhere.
  2. Middle Initial - the first letter of the Client's legal middle name. The middle initial will appear in invoices, Health Insurance Claim 1500 forms, and elsewhere.
  3. Last Name - the Client's legal last name. The last name will appear in your calendar, invoices, Health Insurance Claim 1500 forms, and elsewhere.
  4. Email - the Client's email address. If you have the Client Portal configured and would like provide portal access to your client, this will be required.

Once you click on Get Started, we'll walk you through the client intake flow.

If you have the Client Portal configured, the first step will be to grant your client access:

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We'll talk about the Client Portal and its configuration in a later section.

Next is Demographics:

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  1. Birthday - the Client's legal date of birth. The date of birth will appear on Health Insurance Claim 1500 forms and SuperBills. This needs to be entered in the MM/DD/YYYY format.
  2. Sex - the Client's assigned sex at birth. Sex is needed to fill out Health Insurance Claim 1500 forms appropriately.