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?

Brandon Terry

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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Create your workspace and invite the people you work with.

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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.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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