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

1. Click on the Clients tab
   
2. Click the Add client(s) dropdown
   
3. Fill out their information; we'll ask for their: 
   • First and last name, email, and phone number 
     
   • Billing information (insurance or private pay)
     
   • Client telehelath location
     
4. If you choose to notify, we'll email them to add their insurance and billing information, which is how they'll finish setting up their account
   
5. Lastly, you can select the assessments that will be sent to your client
   

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

For more information on confirming sessions, visit: Confirming sessions.