Choose a new password for your client portal account.
Your free trial has ended
Your trial period is over and no subscription is active, so Sessionably is
paused. Choose a plan to pick up exactly where you left off, or close your
account.
Your clinical records are retained under our records-retention policy and are
not affected by choosing a plan.
Choose Your Plan
No payment card is required to start your 7-day free trial. A card is collected only when you choose a plan and complete checkout — your checkout page shows the price and the date of your first charge before you confirm.
You can change plans anytime from Settings.
Essential
$40
/month after trial
Client management
Appointment scheduling
Billing & invoicing
Manual clinical notes
Client portal
Digital signatures
Email appointment reminders
AI-powered notes
Professional
$60
/month after trial
Everything in Essential
Email & text appointment reminders
Your choice: AI note dictation (100/month) or telehealth (coming soon)
Complete Suite
$75
/month after trial
Everything in Professional
AI-powered clinical notes
Email & text appointment reminders
Advanced analytics
All plans include HIPAA compliance, encrypted data storage, and a 7-day free trial.
Cancel anytime. No questions asked.
Includes: interventions used, homework assigned, next session goals, referrals/coordination of care
Important: AI-generated content is based only on the session transcript. Please review all sections for accuracy before saving. You can edit any section as needed.
No note yet.
Record the session, then choose Draft note.
Saved to the client's chart
Note ID:
Telehealth
Telehealth is not currently available. To meet with a client over video, use a
service outside Sessionably and record the session as usual afterward.
Notes
Complete Plan Required
Post-session dictation is available on the Complete plan ($75/month), or as the included feature on Professional. Upgrade to dictate notes and generate AI-powered clinical documentation.
To write up
Dictate your clinical impressions after each session.
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Groups
Each group service with a roster is a Group. The same people stay enrolled from one session to the next, and each person's notes stay in their own chart.
No Groups yet. Add a group service and keep a roster, and it appears here.
Documents
Invoices
||
Reports
||
Collected, refunded, outstanding and deposited. Every figure links to its records.
Clinician
Charges
Collected
Outstanding
Sessions
Accounts receivable aging
Invoice
Client
Remaining
Days overdue
Needs attention
Transactions
Date
Client
Invoice
Clinician
Type
Method
Status
Gross
Refund
Net
Payouts
A payout sweeps the whole connected-account balance. Opening one shows exactly what composed it.
Deposit date
Amount
Status
Reconciliation
Ref.
Month close
Review a completed month, resolve anything that needs a decision, then confirm the close and download an accountant-ready package.
Closed months
Month
Version
Status
Net collected
Closed
×
Refund payment
×
Invoice timeline
Deposit
×
Month close
Accounts receivable aging (as of close)
Changes since close
Informational only — the close above is never rewritten by these.
Off by default. Clients are identified by a stable reference unless you opt in.
×
Amend month close
This records a new version reflecting what's changed since the original close. The original is preserved exactly as it was, and stays visible in history.
Payment settings
||
Payments
Where your money lands, and how invoices behave by default.
Autopay
Charge each client's card on file automatically after their session.
Deposit account
Where client payments are deposited.
Checking your deposit account…
Secure setup
Add the account where client payments should be deposited. Secure verification may also be required.
Invoice terms
How long a client has to pay, by default.
Card statements
How your practice appears when a client pays by card.
What your clients see on their card statement. 5 to 22 characters, Latin letters only, and none of < > \ ' " *. Leave blank to use your practice name.
Emails, and texts if they've opted in, 3 days and 1 day before their next session until a card is saved.
When session fees are collected
Session fees are collected when you initiate payment, or automatically at 11:59 PM on the day of a session you have recorded as attended.
Auto-pay is set per client, on the client's chart, because it depends on that client having a card on file. Open a client and use the Billing tab of their chart to turn it on.
Emails we send you
These messages go to your own account email address. Turning one off
changes nothing your clients receive, and nothing is removed from a
client’s chart.
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Messages about your account itself — confirming you closed your
account, or an invitation to join a practice — are always sent.
Settings
Practice Information
This information will automatically appear on all generated invoices and client communications.
Business Details
Tax & Provider IDs
Contact Information
Notice of Privacy Practices
The date your practice adopted its current Notice of Privacy Practices. Shown on the notice clients sign.
When checked, the notice includes the Part 2/SUD-record section. Leave unchecked unless your practice is, or receives records from, a federally assisted SUD program.
Practice timezone
This determines your financial month boundaries and reporting dates — which session
lands in which calendar month, and when a month has fully ended and is ready to close.
Choose it once and confirm it below; nothing is assumed on your behalf.
Billing team
Where the daily billing export is sent. Each morning, attended sessions with signed documentation are emailed here as a CSV — for the clients you have enabled on their chart. Leave blank to turn the export off.
One address. Clearing this field stops the export immediately. The file contains client name, CPT code, service description, duration and date — no amounts.
Group practice
Add clinicians to your practice with their own logins, assigned clients, and
permissions enforced by the server. Solo practice is unchanged — this is
one shared workspace with multiple members, not several accounts.
Group practice is enabled by our team, one practice at a time.
Financials access and clinical-metrics visibility are off by default for every role but Owner. Grant them individually below — changes take effect immediately.
Invite a clinician
Pending invitations
Services & fees
The services you offer, and what you charge for each. These are what you pick from when scheduling an appointment, and they identify the service on the invoice.
Add a service
Every code in the list stays searchable. The ones you add become your shortlist.
Group service
A room you run on a schedule, with a fee for each seat. Keep a Group roster and the same people stay enrolled from one session to the next.
Your services
Your default service is pre-selected on new appointments and leads the list everywhere it appears.
Your services, with billing code, duration, fee, and which is the default
Code
Service
Minutes
Your fee
Default
Actions
No services yet. Search the code list above and add the ones you use.
Changing a fee affects invoices created from now on. Invoices you have already issued keep the amount they were issued at.
Default note format
The format a new clinical note starts in. You can still choose a different format on any individual note.
Clinical signature
Create the signature Sessionably will place on notes you finalize.
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Replacing your signature applies to notes you finalize from now on. Notes you have already signed keep the signature they were signed with.
Prefer a keyboard? Use Type. A typed signature is equally valid.
Your verified professional name, set as a signature. Choose a style:
Live preview
Draw with a mouse, trackpad or finger. Prefer a keyboard? Use Type. A typed signature is equally valid.
Live preview
Treatment Plan Review Periods
Set default review periods for treatment plans. Treatment plans will prompt for review when the review date approaches.
Connected Accounts
Connect external services to enhance your practice management.
Google
Calendar sync
Google Calendar Sync
When enabled, new and updated appointments will automatically appear in your Google Calendar.
Adds or updates upcoming appointments. Won't create duplicates.
Profile Settings
Your name, practice phone and provider license are part of your
account and are edited in one place.
Current Subscription Plan
Your included feature
Professional includes one of these. You can change it once per billing period.
Subscription Plans
Compare plans and upgrade anytime:
Essential
$40
/month
✓ Client management
✓ Scheduling
✓ Billing & invoicing
✓ Manual notes
✗ AI Notes
Professional
$60
/month
✓ Everything in Essential
✓ Email & text appointment reminders
✓ Your choice: AI note dictation (100/month) or telehealth (coming soon)
Complete Suite
$75
/month
✓ Everything in Essential
✓ Email & text appointment reminders
✓ AI Notes (unlimited), including session recording
Import your existing clients and information from another EHR platform. Supported formats: CSV, Excel (.xlsx), PDF
Also .vcf contact files, which is what a contacts export from your current EHR usually contains. Unzip the export first — it is password-protected — then select all the .vcf files inside and choose them here together.
Import Preview
Advanced
Tools you are unlikely to need during a session. Nothing here is required to run your practice.
The Audit Log is also its own destination in the main navigation. It is linked from here so that everything infrequent has one place to look.
Import Client Data
Import client information from other EHR platforms using CSV or PDF files.
name, email, phone, date_of_birth, address, city, state, zip_code, notes
Column names are matched loosely, so First Name and last_name are understood as well as name. Each imported client is assigned the standard intake documents, but nothing is emailed — you choose who receives them at the end of the import. Rows missing name, email, or phone are skipped and reported.
Coming from another EHR? Your current EHR's contacts export may be a zip of .vcf contact files rather than a spreadsheet. Unzip it on your computer — if the export is password-protected, your computer will ask for the password your EHR gave you — then select all the .vcf files inside and choose them here together.
PDF Import Instructions
Upload completed client intake forms or demographic sheets in PDF format. The system will extract:
Client name and contact information
Date of birth and demographics
Insurance details
Medical history notes
Export Client Data
Download all client records as a CSV file for use in billing platforms or other systems.
Export Clinical Records
The complete chart for every client: clinical notes with their signature and lock state, treatment plans, appointments, documents, invoices and payments, agreements and consents. This is the record you would hand to a client exercising their right of access, to a receiving provider, or in response to a subpoena — and it is what you take with you if you ever close your account.
Both downloads contain protected health information. Store them under the same safeguards as the record itself. Portal access codes are never included.
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.
✓ Test Client Active
Name: Test Client (Demo)
Email: testclient@example.com
Phone: (555) 123-4567
DOB: 1990-01-15
This client replied STOP and is unsubscribed. They must text START from their
own phone to resume messages — consent cannot be restored from this screen.
Notification preferences
These are the client’s own choices. You can record a preference the
client gave you directly.
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Deleting a client permanently removes their appointments, invoices, documents, and notes.
×
Assign Documents
Select Documents (check multiple):
Send Intake Docs
Tick each client who should receive the standard intake documents.
Each one gets a secure link to the paperwork already assigned to them.
×
Documents Assigned!
×
Set up payments first
Before you can do that, you'll need to
connect a payments account so payments can be processed. This takes about 5 minutes.
New Appointment
Name the group to save.
Add or remove people for any week from the Group's window. It keeps meeting, even with no one in it.
Add a whole Group
People
2 to 24, counting this one
Some dates overlap another appointment
Choose a service for this appointment.
Already invoiced. Adjust the invoice instead.
Add a member
Group session
This room is signed and locked.
Weekly Group
Roll call
Everyone starts as Here. Change only the absences.
Notes
Stays on this session. It is never copied into a client's chart or shown to a client.
×
New Invoice
Services
Total: $0.00
Send a professional invoice email to the client's email address
Client Chart
Client care
Financial
Total appointments
0
Completed sessions
0
Pending documents
0
Total billed
$0
Ledger
For sessions with a signed note, an invoice, and a confirmed diagnosis.
Diagnoses
Clinical information with billing consequences. ICD-10-CM codes are checked for shape only — Sessionably does not clinically validate a diagnosis.
Resolved diagnoses history
Treatment Plans
×
Add diagnosis
×
Generate superbill
Ready to include
Not included
×
Confirm diagnosis
×
Clinical Note
Client:-
Session Date:-
Format:-
Session Type:-
Created By:-
✓ Signed By:-
Transcript
No transcript
Clinical Note
Loading...
Editing a signed note. Your signed version is kept in history. Re-sign to make these edits the official note.
Edit this signed note?
Your signed version is saved in the note's history and won't change.
You'll re-sign when you're done.
This reason will be recorded in the note's history.
Note History
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Sign Clinical Note
Client
—
Session date
—
Clinician
—
Electronic signature
—
Once finalized, this note is locked and cannot be edited.
×
Select Treatment Plan Template
Choose a template that best fits your documentation needs
SIMPLE
Quick Plan
5 fields - Perfect for brief interventions or initial quick plans. Includes presenting problem, primary goal, interventions, target date, and notes.
STANDARD
Mental Health Treatment Plan
12 fields - Standard clinical treatment plan with diagnosis, SMART goals, interventions, session frequency, and modality. Supports multiple goals.
COMPREHENSIVE
ASAM-Style Treatment Plan
20+ fields - Comprehensive assessment including 6 ASAM dimensions, detailed problems/goals, services summary, transition planning, and safety plan with crisis resources.
×
SIMPLE
Quick Treatment Plan
Clinician Signature
Signature is required to finalize and activate this treatment plan.
×
STANDARD
Mental Health Treatment Plan
Starts from the client’s current diagnoses. A diagnosis you add here is also saved to the client’s diagnosis list.
Clinician Signature
Signature is required to finalize and activate this treatment plan.
×
COMPREHENSIVE
ASAM-Style Treatment Plan
ASAM Dimensional Assessment
Services Summary
Transition/Discharge Planning
Safety Plan
Auto-populated with 988 Suicide & Crisis Lifeline and 911
Clinician Signature
Signature is required to finalize and activate this treatment plan.
×
Treatment Plan
×
Edit Profile
×
Account Management
Account Information
Change Password
Confirm your new password
Saving this signs you out on this device. You’ll sign back in with your
new password. If you’re signed in somewhere else, that session stays
open — sign out there too if you think the old password was exposed.
Danger Zone
Closing your account signs you out immediately and prevents future sign-ins. Your deletion request is recorded and reviewed by our team. Clinical records are retained as required by law and our records-retention policy — they are not deleted automatically. Questions: support@sessionably.com
SESSIONABLY
Step 1 of 4
Revenue & Budget
This is your practice's financial home base. Use the two tabs at the top to switch between tracking the money coming in and the money going out.
Revenue — what you've billed, collected, written off, and lost to cancellations.
Budget — what you planned to spend by category, versus what you actually spent.
Reading the Revenue tab
The cards across the top give you your year-to-date totals at a glance.
Billed vs. Collected shows your collection rate — how much of what you invoiced actually landed in the bank.
Click any bar in the Monthly Revenue chart — or any row in the table — to break down that month's billed, collected, write-offs, and cancellations.
Net Revenue is what's left after write-offs and cancellation losses are subtracted.
Building your Budget
Switch to the Budget tab to plan and track spending by category.
Click + Add Item to create a category like Office Rent or Software.
Click any value in a row to edit the category name, budgeted amount, or actual spend — then hit Save.
Use the remove control on the right of a row to delete a category you no longer need.
Staying on budget
The summary cards and % Used bars tell you instantly where you stand. Each bar is color-coded:
●Under 85% of budget used — plenty of room in this category.
●85%–100% used — getting close to the limit, worth a look.
●Over budget — you've spent more than planned. A positive Variance means you came in under; a negative one means you overspent.
Command palette
Keyboard shortcuts
Only ⌘K works everywhere. ? opens this sheet outside text fields.
