Getting your group practice started with Headway in 30 days

Some group practices choose to maintain their own EHR system, while others take advantage of Headway’s EHR features. 

With Headway’s platform (called Sigmund), you can manage every aspect of your practice’s experience in Headway’s EHR system. Choose how much access each provider has, from fully independent to fully admin-managed. 

Providers without full admin rights (called Sigmund Lite) can still access: 

• Calendars with full scheduling access and ability to confirm session details 
• Client list with the ability to add clients 
• Messaging portal 
• Insurance status tab 
• Profile settings, including photo, name, specializations, languages, highlights, bio, education, and demographics 
• Address settings and ability to add a practice location 
• Individual provider intake form

Users with admin permissions can access: 

• Calendars with full scheduling access and ability to confirm session details
• Client list with the ability to add clients
• Messaging portal
• Insurance status tab
• Profile settings (including photo, name, specializations, languages, highlights, bio, education, demographics)
• Address settings and ability to add a practice location)
• Payments tab, including payment date, amount, and the client it's for
• Ability to choose between being shown in search versus hidden in search
• Intake session length settings
• Client age range settings
• Booking preferences (including defaulting to phone consults or appointments by specialization)
• Billing settings (e.g., cancellation policy, bank account, and ID verification)
• Account settings (including contact email and phone number)
• Rates

Admin users will have access to financial information and access to the calendars/information of other providers in the group. 

Financial tools & first sessions

On Headway, you can easily submit and manage all session claims across your entire team — all in one place, and in minutes. This group-specific Headway tool rolls up every provider's session on the calendar, allowing you to bill for multiple sessions in one click.

As with Headway solo providers, group practices get paid as follows:

• Sessions confirmed on the 1st–15th of the month are paid to you on the last day of that month.
• Sessions confirmed on the 16th–last day of the month will be paid to you on the 15th of the next month.

Group practices will always have payments from Headway funneled into one user's (typically the group owner’s) bank account. The smaller details of what you pay your providers is up to you.

To make budgeting and reporting easier, you can export payment data for each bi-monthly pay period. Users with admin permissions can easily download and import data into your practice’s own payroll system, including Gusto, ADP, and more.