Session Class

You can group sessions together by using a Session Class. These classes are created and managed by your clinic. You can even use a Session Class to alter charge amounts and expected rates.

Every class is defined by a code and various parameters. The available parameters are:

• Cancelled/No Show - Used to track cancelled sessions on reports.
• Include on Payroll - This feature is no longer supported. This option can be either checked or unchecked.
• Ins Not Billable - Indicates that the session cannot be billed to insurance. Any session given a class with this option will automatically become Closed.
• Client Not Billable - Any session containing a class with this option will not appear on a client balance statement. This is typically used for sessions that were cancelled without a fee.
• Agency Not Billable - Sessions that are applied a class with this option cannot be billed to an agency.
• Don't Send Reminder (Standalone Only) - If this option is selected, a session reminder will not be sent. This is usually used in conjunction with the Cancelled/No Show option.

Add a Session Class

1. Navigate to Schedule > Classes.
2. Select Add Session Class.
3. Enter a unique 2-6 character Code for the class.                                                         
4. Select all parameters you would like to apply to this session.                                                   
5. Optionally, you can enter a Title and Internal Description. 
6. Click Save Session Class.

Note: To edit or delete a session class, use the and  icons, respectively.

Apply/Remove a Session Class

1. Navigate to Schedule > Search Sessions.
2. Locate the desired session, using any filters if needed.
3. Edit the session using the icon.
4. Under Billing & Coding, enter/delete the class code into the Session Class field and select it from the drop-down list.                           
5. Click Save & Done.

Client Default

You can add a default Session Class on a client's chart to make adding session classes more efficient.

Note: If you are integrated with WebPT, a default class will be applied to all sessions if entered onto a client's chart.

1. Navigate to Clients > Client List.
2. Edit the client's chart using the icon.
3. Select the Defaults tab.
4. In the Class field, enter the class code and select it from the drop-down list.
5. Click Save & Close.