First session with a client on Headway

You can see clients through Headway as soon as you're approved by your first insurance carrier. We'll handle the billing and claims so you can get that time back for your practice.

See below for instructions on how to add clients, schedule sessions, and confirm details to complete the process.

Adding a client

To add your client to roster, please follow the below steps:

1. Log into Sigmund and go to the Clients tab
2. Click the Add client(s) button at the top of the page
3. Enter the first and last name of your client and their email address
4. Click Save and Notify

We'll send an email welcoming your client to Headway with steps to complete their account.

Scheduling a session

After you've added a client, you can then schedule an appointment with them on your calendar. To do so:

1. Log into Sigmund and go to the Calendar tab
2. Click on the time that you'd like to schedule the session, or click Add in the top left-hand corner
3. Select the client in question from the dropdown menu
4. Choose the date, time, duration, and location options
5. Click the Add button at the bottom of the form
6. Then click Notify to let your client know of the details via email

Confirming a session

After a session is complete, confirm the details to let us know we can submit the claim and process payment. To confirm a session:

1. Click any session in the past on your calendar
2. Click Confirm Details
3. Then add the CPT code, diagnosis code, and any progress notes

If you notice an error, it's possible that your client is missing billing or insurance info. Let them know to keep this up to date so we can process everything quickly for both of you. You can send your clients the following URL to find their own settings: headway.co/account