Session types save an appointment name, duration, visit mode, and clinician availability for reuse. Set up billing, forms, assessments, and follow-up rules separately in Flows.
In this guide, we'll cover:
Creating a session type
Using a session type when scheduling
Editing, deactivating, or deleting a session type
Before you start
Important: You need permission to manage appointments before you can create a session type. If Calendar Setup does not appear under Management, ask a practice administrator to check your role.
Creating a session type
To create a session type:
Go to Management > Calendar Setup.
Open Session Types.
Select Create session type.
Enter the internal name your team will see.
Enter a patient-facing name if needed.
Set the slot size, which is the appointment duration.
Choose the default visit mode.
Choose all clinicians or selected clinicians.
Keep Active and available when scheduling selected to offer this session type for new appointments.
Select Create session type.
Using a session type when scheduling
To use a session type:
Start creating an appointment.
Select a Session Type.
Review the appointment details.
Save the appointment.
Allia applies the session type's duration and default visit mode. You can change these details before saving.
Note: Only active session types that are available to the selected clinician appear.
Session types do not add billing codes, fees, forms, or assessments. Set up those rules in Flows.
Editing, deactivating, or deleting a session type
To edit a session type:
Open Session Types.
Use the row actions to edit the session type.
Make your changes.
To deactivate a session type:
Open Session Types.
Use the row actions to edit the session type.
Clear Active and available when scheduling.
The session type stays in Allia but is no longer offered for new appointments.
To delete a session type:
Open Session Types.
Use the row actions to delete the session type.
Important: Changes apply to future appointments. Existing appointments keep the name and booking details saved when they were scheduled. Deleting a session type removes it from future scheduling. Deleting a session type does not delete Flows that refer to it. Review those Flows and update them if needed.