EHR Transition Support — Sessions Health
Switching EHR platforms shouldn’t cost you weeks of unpaid labor or unnecessary stress.
Casey made the switch to Sessions Health herself — and she learned everything the hard way so you don't have to. Whether you're still deciding if Sessions Health is right for you, knee-deep in onboarding forms, or mid-transition and completely stuck, this is hands-on, practical support from someone who has actually done it.
No tech overwhelm. No figuring it out alone. Just a clear path from where you are to a fully functioning EHR that actually works for your practice.
🧩 Forms & Foundation — $195 one-time
The paperwork handled correctly, from the start.
Includes:
Completion of Sessions Health onboarding forms
Transition checklist and timeline
Setup guidance (no client data)
Best for: Therapists who want the foundation done right without the overwhelm — and don't need someone to hold their hand through every step after that.
🔄 Smooth Switch Setup —
$495 one-time
Everything in Forms & Foundation, plus your EHR actually ready to use.
Includes everything above, plus:
Template and workflow setup
Calendar integration guidance
Practice-specific structure support
Best for: Therapists who want to open Sessions Health on day one and find a system that's set up, organized, and ready to go — not just technically activated.
🚀 Turnkey Transition Support —
$1,095 one-time
Everything handled. You just show up.
Includes everything above, plus:
Client data and calendar support (capped hours)
30 days of post-transition support
Optional live Q&A session
Best for: Therapists who want a low-stress, hands-off transition from start to finish — and the peace of mind of knowing someone has their back for the first 30 days after.
ADD-ONS —
Client Data & Calendar Support — $95/hour
Available in capped blocks. Ideal for practices with larger caseloads or complex calendars that need extra hands-on support during migration.
IMPORTANT NOTE
Casey does not access or modify clinical content. All services are administrative and systems-focused, with clear boundaries around client data and compliance.
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No. Many therapists reach out while they’re still deciding — we can talk through fit and next steps first.
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That's actually one of the most common situations Casey works with. Wherever you are in the process — even if it feels like a mess — there's a path forward. Reach out and we'll figure out where to pick up.
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It depends on the package and the complexity of your practice. Forms & Foundation can typically be completed within a few days. The Smooth Switch and Turnkey packages involve more coordination and are mapped out based on your specific timeline and needs.
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No. Casey does not access or modify any clinical content. All support is administrative and systems-focused — onboarding forms, templates, workflows, and calendar setup only.
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Additional support is available at $95/hour in capped blocks. If you think you'll need extra time, we can discuss that upfront so there are no surprises.
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Currently yes — Casey works exclusively with Sessions Health transitions because that's the platform she knows inside and out. This means you're getting real, hands-on expertise rather than general EHR advice.
Frequently Asked Questions
You built your practice to help people — not to spend your evenings buried in EHR documentation. Let's get you set up and get you back to the work that actually matters.