First appointment on Headway

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You can see clients through Headway as soon as you're approved by your first insurance carrier. We'll handle the billing and claims so you can get that time back for your practice.

See below for instructions on how to add clients, schedule sessions, and confirm details to complete the process.

How do I add a client?

Add your client to your client's page—just click "Add Client" at the top

  • Enter the first/last name and email
  • Click "Save and Notify" — we'll send an email welcoming your client to Headway with steps to complete their account.

You can see what their setup process looks like here:





How do I schedule an appointment?

Visit your Calendar and click anywhere you'd like to schedule the session—or click "Add" in the top left-hand corner.

  • Select the client from the dropdown menu
  • Choose the date, time, duration, and location options.
  • Click "Add"
  • Click "Notify" to let your client know of the details via email

How do I confirm a session?

After a session is complete, confirm the details to let us know we can submit the claim and process payment.

To confirm a session, click any session in the past on your calendar—then, click "Confirm Details" and add the CPT code, diagnosis code, and any progress notes.

Can't confirm session details? If you notice an error, it's possible that your client is missing billing or insurance info. Let them know to keep this up to date so we can process everything quickly for both of you. You can send your clients the following URL to find their own settings:


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