Sessions Health setup guide.

When you first log in to your new Sessions Health account, you will be brought to a setup guide to help you configure your account appropriately for your Practice. The first section is "Practice 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. Website - If you have a private, professional website or even just a profile on Psychology Today, enter the URL here. The URL gets added to the header on your invoices and SuperBills. If you don't have a website or prefer not to share it, that is fine; this field is optional.
  2. EIN or SSN - Your EIN is a Federal Tax ID Number assigned to your business. If you don't have one, you can alternatively provide your Social Security Number here. It is required information in Health Insurance Claim 1500 forms and when setting up your Stripe account.
  3. Business Email - Your business email is an essential part of the headers used in Invoices and Superbills; this may be a different email than what you used to create your account. This email should be an email you are comfortable with your clients seeing.
  4. Business Phone - Your business phone number is an essential part of the headers used in Invoices and Superbills. It is also required information in Health Insurance Claim 1500 forms. This phone number should be a number you are comfortable with your clients seeing.
  5. Primary Service Location - This is your business address where you see clients. It is an essential part of the headers used in Invoices and Superbills. It is also required information in Health Insurance Claim 1500 forms. This address should be an address you are comfortable with your clients seeing.
  6. Place of Service Code - This should be the code that corresponds with the Primary Service Location you provided. It is required information in Health Insurance Claim 1500 forms.
  7. NPI - A National Provider Identifier (NPI) is a unique 10-digit identification number issued to health centers in the United States by the Centers for Medicare and Medicaid Services (CMS). It is required information in Health Insurance Claim 1500 forms.
  8. Taxonomy Code - Taxonomy codes are administrative codes set for identifying the type of health care facility your Practice is based out of. It is optional and will be added to the Health Insurance Claim 1500 forms if included.