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 collection in order and check it off when done. Your progress saves automatically.
Read before you start: The Setup guides cover getting started, migrating from another EHR, and community resources. Useful context before the videos.
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1. Orientation
Start here — quick orientation covering 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 — documentation workflows.
7. Client portal (clinician view)
How the client portal works from your side — for fielding client questions.
Finished all collections?
Submit the completion form so Joe knows you're ready. This is your official record of completing onboarding training.
Submit completion form →