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Client Information

Name: -

Email: -

Phone: -

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Note: Full card details are securely stored with Stripe and not accessible to clinicians for security compliance.

Appointment Details

Date: -

Time: -

Duration: -

Type: -

Location: -

Modality: -

Telehealth Link:

Status: -

Notes

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Clinical Notes

AI Clinical NoteTaker

Today's Sessions

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Telehealth Sessions

HIPAA-Compliant Video Sessions

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

Upcoming Telehealth Appointments

Notes

Today's Sessions

Dictate your clinical impressions after each session.

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Documents

Invoices

Revenue & Budget

Track revenue, write-offs, cancellation losses, and manage your practice budget.

Analytics

Total Clients

Upcoming Appointments

Pending Documents

Total Revenue

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

Select CPT Code:

Rate ($):

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.

Clinical Note Formats

Select which clinical note formats you want available in session notes. These formats will appear as options when creating or generating clinical notes.

SOAP Note Subjective, Objective, Assessment, Plan

DAP Note Data, Assessment, Plan

BIRP Note Behavior, Intervention, Response, Plan

GIRP Note Goal, Intervention, Response, Plan

Psychotherapy Note HIPAA-protected process notes

Narrative Note Free-form clinical narrative

PIRP Note Problem, Intervention, Response, Plan

PAIP Note Problem, Assessment, Intervention, Plan

Treatment Plan Review Periods

Configure default review periods for treatment plans. Treatment plans will prompt for review when the review date approaches.

Default Review Period:

Enable review period alerts (notification when review is due)

Allow unlocking treatment plans for review (requires authorization)

CPT Code Selection

Select which CPT codes you frequently use. These will appear in dropdowns for clinical notes, claims, and appointments.

Available Mental Health & Psychiatric CPT Codes

Current Subscription Plan

Subscription Plans

Compare plans and upgrade anytime:

Essential

$40

/month

✓ Client management
✓ Scheduling
✓ Billing & invoicing
✓ Manual notes
✓ 50GB storage
✗ AI Notes
✗ Telehealth

Professional

$60

/month

✓ Everything in Essential
✓ Choose ONE addon:
• AI Notes OR
• Telehealth
✓ 100GB storage
✓ Priority support

Complete Suite

$75

/month

✓ Everything in Essential
✓ AI Notes (unlimited)
✓ Telehealth (unlimited)
✓ Multi-clinician (5 users)
✓ 250GB storage
✓ Premium support

To change your plan or update payment method:

Manage Subscription

Billing History

Profile Settings

Name:

Email:

Phone:

Credentials:

License Number:

Practice Information

This information will automatically appear on all generated invoices and client communications.

Business Details

Business/Practice Name:

Business Address:

Tax & Provider IDs

EIN (Tax ID):

NPI Number:

Contact Information

Phone:

Email:

Import Client Data

Import client information from other EHR platforms using CSV or PDF files.

Select Import Format:

Export Client Data

Download all client records as a CSV file for use in billing platforms or other systems.

Developer & Testing Settings

Enable testing features for development and demonstration purposes.

Test Client

Enable a pre-configured test client with sample data for testing features without affecting real client records.

Enable Test Client

Connected Accounts

Connect external services to enhance your practice management.

Google

Calendar sync

Stripe

Accept client payments

Telehealth Settings

Configure your telehealth preferences for video sessions. These settings are saved locally on this device.

Video Preferences

Background Blur

Blur your background during video sessions

Default Devices

Default Microphone

Default Camera

Opens a device check screen to test your camera and microphone without starting a session.

Need help?

Email us at joe@sessionably.com

Analytics

Projected Revenue

Appointments

Active Clients

Income

View report →

Outstanding Balances

View report →

Appointments

View report →

Notes

View report →

Audit Log

Notifications Center

Real-time Notifications

Stay updated with important events in your practice.

Notification Settings

Email reminders for upcoming appointments

SMS reminders for upcoming appointments

Reminder timing:

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New Client

Personal Information

Full Name *

Date of Birth

Contact Information

Phone

Address

City

State

ZIP Code

Emergency Contact

Emergency Contact Name

Emergency Phone

Additional Information

Status

Notes

Send monthly superbill to this client

SMS Notifications (Optional)

Client *

Modality *

Date & Time

Date *

Time *

Duration

Session Information

Session Type

Notes

STANDARD Mental Health Treatment Plan

Plan Date: *

Review Date:

Diagnosis (DSM-5/ICD-10): *

Presenting Concerns: *

Relevant History:

Client Strengths:

Treatment Goals (SMART): *

Session Frequency: *

Treatment Modality: *

Review Timeframe:

Next Review Date:

Status:

Clinician Signature

Signature is required to finalize and activate this treatment plan.

Clinician Signature: *

Date:

I confirm this treatment plan is accurate and complete

COMPREHENSIVE ASAM-Style Treatment Plan

Plan Date: *

Review Date:

Estimated Duration:

Primary Diagnosis: *

ASAM Dimensional Assessment

Dimension 1: Acute Intoxication/Withdrawal Potential

Dimension 2: Biomedical Conditions

Dimension 3: Emotional/Behavioral/Cognitive

Dimension 4: Readiness to Change

Dimension 5: Relapse/Continued Use Potential

Dimension 6: Recovery Environment

Problems & Goals: *

Services Summary

Level of Care:

Primary Therapist:

Services to be Provided:

Individual Therapy Group Therapy Family Therapy Psychiatric Services Case Management Peer Support

Session Frequency:

Transition/Discharge Planning

Discharge Criteria:

Aftercare Recommendations:

Safety Plan

Warning Signs:

Coping Strategies:

Support Contacts:

Crisis Resources: Auto-populated with 988 Suicide & Crisis Lifeline and 911

Making Environment Safe:

Review Timeframe:

Next Review Date:

Status:

Clinician Signature

Signature is required to finalize and activate this treatment plan.

Clinician Signature: *

Date:

I confirm this treatment plan is accurate and complete

Telehealth Session Live

Clinician Login

Client Portal

Choose Your Plan

Essential

Professional

Complete Suite

SESSIONABLY

Dashboard

Today's Appointments

Active Clients

This Week Revenue

Today's Schedule

Quick Actions

Recent Activity

Clients

Appointments

Current Month

Appointment Details

Client Information

Payment Information

Appointment Details

Notes

Clinical Notes

AI Clinical NoteTaker

AI NoteTaker Add-On Required

Today's Sessions

All Clinical Notes

Dictate Clinical Note

Live Transcript

Generated Clinical Documentation

Telehealth Sessions

HIPAA-Compliant Video Sessions

Upcoming Telehealth Appointments

Notes

Complete Plan Required

Today's Sessions

Documents

Invoices

Revenue & Budget

Analytics

Total Clients

Upcoming Appointments

Pending Documents

Total Revenue

Monthly Trends

Top Clients

Settings

Service Codes & Rates

Add CPT Code to Your Practice

Clinical Note Formats

Treatment Plan Review Periods

CPT Code Selection

Available Mental Health & Psychiatric CPT Codes

Current Subscription Plan

Professional Plan Add-on

AI NoteTaker

Telehealth

Subscription Plans

Essential

Professional

Complete Suite

Billing History

Profile Settings

Practice Information

Business Details

Tax & Provider IDs

Contact Information

Import Client Data

CSV Import Instructions

PDF Import Instructions

Export Client Data

Developer & Testing Settings

Test Client

Connected Accounts

Google

Google Calendar Sync

Stripe

Telehealth Settings

Video Preferences