Managing your group account
Verifying your identity and connecting a bank account
Before getting started with billing and payouts, make sure your account is verified and your bank information is added.
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Verifying your identity in Stripe
- Video: Verifying your identity in Stripe (1 min)
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How to add your bank account
- Video: Connecting bank account through Plaid (1 min)
- Video: Connecting bank account with account numbers (1 min)
Adding clients
Add new or existing clients to your practice, manage intake, and customize communication preferences.
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How to add clients
- Video: How to add clients (1 min)
- How to bulk upload clients
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Client intake experience
- Tip: Want your business name to show in client communications? Edit your provider display name.
- Video: Client setup experience (2 min)
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Explaining Headway to your clients
- Includes a customizable email template based on your practice.
- Moving clients between providers in a group
- Video: How to move clients between providers (1 min)
- Requesting a manual insurance verification
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Video: How to submit a manual verification (1 min)
- Tip: You can also use live chat to verify insurance in real time.
- Additional insurance guidance:
- Using your Blue Cross Blue Shield (BCBS) plan on Headway
- Seeing clients with EAPs & what EAPs Headway accepts
- Working with Carelon Behavioral Health clients
- Working with Quest Behavioral Health clients
- Virtual network: BCBS MA – how it works
- Virtual network: Horizon BCBS NJ – how it works
- Virtual network: Independence Blue Cross PA – how it works
- Working with Medicare Advantage on Headway
Scheduling sessions
Set up and manage sessions for your providers and clients, including recurring schedules and calendar sync.
- Adding individual sessions
- Adding recurring sessions
- Video: How to schedule sessions (1 min)
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Modifying scheduled sessions
- Tip: Use ‘reschedule’ or ‘cancel’ to apply changes to a single session or all future recurring sessions.
- Importing external calendars into Headway
- Exporting Headway calendar to external calendars
- Setting up your Headway profile(s)
- Setting up your Headway calendar
- How to have your Headway profile open to new clients
- Video: Provider settings overview: URL, referral preferences, and communication preferences (3 min)
Confirming sessions and bulk billing
Understand how to confirm completed sessions for payment and use the bulk billing tool for efficient workflows.
- Confirming sessions
- Video: How to confirm sessions (1 min)
- Bulk billing for groups
- Video: Confirming sessions via bulk billing tool (2 min)
Rescheduling sessions and cancellations
Adjust scheduled sessions, manage your cancellation policy, and waive cancellation fees when needed.
- How to reschedule sessions
- How to cancel sessions
- Managing your cancellation policy
- Editing or waiving a cancellation fee
- Video: How to cancel sessions and enforce your cancellation policy (1 min)