SESSIONABLY
PRACTICE MANAGEMENT SUITE

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Client Portal

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SESSIONABLY
PRACTICE MANAGEMENT SUITE

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Dashboard

Today's Appointments

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Active Clients

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This Week Revenue

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Today's Schedule

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Quick Actions

Recent Activity

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Clients

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Appointments

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Appointment Details

Client Information

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Appointment Details

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Notes

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AI NoteTaker

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Clinical Notes

AI Clinical NoteTaker

Today's Sessions

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📹 Session Recording

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Session Transcript

Transcript will appear here as you record...

Generated Clinical Documentation

📝 Clinical documentation will appear here

Record a session and click "Generate Clinical Notes" to create AI-assisted documentation

Telehealth Sessions

HIPAA-Compliant Video Sessions

Start secure video sessions with your clients using our integrated telehealth platform.

Upcoming Telehealth Appointments

Documents

Invoices

Analytics

Total Clients

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Upcoming Appointments

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Pending Documents

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Total Revenue

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Monthly Trends

Top Clients

Settings

Service Codes & Rates

Select which CPT codes to use in your practice and set your rates for each. These will be available when charting sessions and creating invoices.

Add CPT Code to Your Practice

Your Selected CPT Codes

These codes will appear as options when charting sessions.

CPT Code Service Description Your Rate Actions

Session fees are collected when you manually initiate payment or automatically at 11:59 PM on the day of the session.

Audit Log

Notifications Center

Real-time Notifications

Stay updated with important events in your practice.

Notification Settings

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