Village

Brandon Terry

Nicole Pinto

Guides for joining Village, managing your practice, collaborating with care teams, and handling billing and insurance.

For Providers

How does Village work for providers?

Three ways to refer a fellow therapist to join the Village network.

How to refer another provider to Village

Upload a profile photo to help families recognize you.

How to add a photo to your provider profile

Intake timelines and appointment readiness

Is Village accepting providers in my area?

How do I sign up and get started on Village as a provider?

What types of providers can join Village?

How do I schedule a call to learn more about joining Village?

Is Village HIPAA-compliant?

Village provider referral program

Learn how Village works for providers and how to get started.

Getting Started

How do I update my provider profile?

How do I update my service area?

How do I update my availability?

What to expect after signing up, including onboarding steps and support resources.

Onboarding & Next Steps

Vera is your AI-powered operations assistant built into Village.

Meet Vera, your AI practice assistant

Let Vera generate comprehensive progress reports in minutes instead of hours.

How to create progress reports with Vera

Use AI to fill your session notes from dictation on web or mobile.

How to complete session documentation with AI

How to share a care coordination summary

How Vera keeps patient data safe — HIPAA compliance, encryption, access controls, and our commitment to never training AI on your data.

Is Vera secure? How we protect your patient data

Vera has a built-in memory system — ask Vera to remember your preferences, writing style, or anything else, and Vera will save it for next time.

Can Vera remember my preferences?

Let Vera generate letters of medical necessity using your patient records.

How to write a letter of medical necessity

Create treatment goals manually or with Vera's help.

Best ways to set up goals in Village

Your AI practice assistant — documentation, progress reports, letters of medical necessity, and more.

Vera, your AI Practice Assistant

Draw the areas you serve to match with nearby families

How to update your service area

How to review & accept match requests

How to setup your Village account to ensure you're matched with right-fit families

Getting New Clients Through Village

How to set up appointment types

Create custom Action Items and use filters to stay organized.

How to create and manage Action Items

Action Items help you keep track of important tasks in your practice.

What are Action Items?

Common reasons the Complete Session button may not appear.

Why am I not seeing the option to complete a session?

Edit appointment times or cancel appointments from your calendar.

How to reschedule or cancel an appointment (for providers)

Sync your Village calendar with Google Calendar for seamless scheduling.

How to connect your Village calendar to Google Calendar

Reopen a completed session to edit notes (requires admin permissions).

How to reopen a signed note

How to set up and collect parent signatures for session documentation in Village.

Requiring parent signatures on documentation

Use Vera to generate progress reports for parents, schools, or insurance.

How to create progress reports

How to add patients and invite families to Village

How to add a co-treater or another provider to a client’s care team

Can I use Village if I already have an EHR?

How do I track goals, sessions, and documentation for my clients?

How does collaboration with other therapists work on Village?

How to create a new patient workspace

How to create or join a channel

How to create goals or skills builders

How to upload or delete files (e.g., images, videos, etc.)

A provider I invited hasn’t joined yet — what can I do?

How to manage clients, track progress, and use Village’s collaboration tools.

Practice Management & Platform Features

Use Vera to create custom invoices for sessions outside the standard billing flow.

How to generate a custom invoice through Village

Set up service credit accounts for Regional Center, FMS, and other third-party fund sources.

How to accept self-determination funds or funds from third-party accounts

How do I join Village’s insurance network, so that I can accept insurance-covered patients?

Guidance on credentialing, insurance, billing, and getting paid through Village.

Billing, Insurance & Reimbursement

Create custom intake forms and charting templates using Vera or the manual form builder.

How to create custom form templates

How to add team members to your practice

Control which appointment notifications your clients receive, edit SMS templates, and set timing from your organization's Settings.

How to customize appointment notifications for your practice

Configure your organization settings, custom forms, templates, and team.

Setting Up Your Organization

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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