Sessions Health training
EHR training for new hires
Sessions Health is your EHR — you'll use it every day for scheduling, notes, billing, and client communication. Watch each video collection in order and check it off when done.
Your progress saves automatically. When you finish all collections, submit the completion form at the bottom.
Read before you start: The Setup guides cover migrating from another EHR and switching workflows. Useful context before the videos.
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1. Orientation
Start here — quick orientation covering the platform basics.
2. Setup & admin
Account setup, practice admin features, and configuration.
3. Scheduling, appointments & calendar
Calendar management, appointment booking, recurring sessions, cancellations.
4. Clients
Adding clients, demographics, intake, client records, and the client portal.
5. Telehealth
Telehealth setup, launching video sessions, troubleshooting.
6. Forms & documentation
Forms, documents, progress notes, treatment plans — the documentation workflows.
7. Client portal (clinician view)
How the client portal works from the clinician side — for fielding client questions.
Finished all collections?
Submit the completion form so Joe knows you're ready. This is your record that you completed onboarding training.
Submit completion form →