Summary:
Schedule all sessions in advance via the provider dashboard or client web/app so they appear on your Sessions page. Advance scheduling is required for invoice submission. Avoid manually reporting sessions from the Clients page to prevent duplicates. If a session isn’t listed, contact Provider Success with the client’s initials, employer, session date/time (with timezone), and session type (individual or couples/family). Refer to the Help Center for best practices.
Sessions are most commonly scheduled by either yourself as the provider from the provider dashboard, or your client through the web or mobile application. When this occurs, these sessions will appear within your Sessions page.
You will not be able to schedule sessions in the dashboard after the time and date have passed. You must schedule all sessions in advance via the dashboard. You can find more information about best practices for scheduling here.
Please be sure that you schedule all sessions in advance via the Sessions page to ensure that you are able to submit invoices via the dashboard.
Important Note
Please avoid manually reporting sessions from the Clients page as reporting here can create duplicate sessions.
In the event that you conduct a session that was not previously scheduled or showing within your Sessions page, please reach out to our Provider Success team (provider@joinmodernhealth.com) with the following information:
- The first two letters of the client's first and last name (Example: Xx.Xx.)
- The name of their employer
- The session date and time (including timezone)
- Individual or couples/family session