Village

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 review & accept match requests

Brandon Terry

Annie Lee

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

Practice Management & Platform Features

Find answers and get help from Intercom Support and Community Experts

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