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  • Filing taxes

    Headway is required to collect W-9 forms from all providers on our platform. This form provides the legal name, address, and taxpayer identification number (TIN)(either Social Security Number (SSN)...

  • Understanding client benefits

    Each individual plan works differently — you can find your detailed benefits in your account. Here’s a rundown of some of the common terms you’ll see explaining your benefits: Deductible A deducti...

  • Scheduling a session

    Scheduling your first session Each provider has their own preference for how to start treating new clients. Some prefer to start with a ~15 minute introductory phone call (phone consultation), whil...

  • Payment method

    Updating or adding a new payment method You must have at least 1 payment method on file and can save up to 2 at a time. We accept credit cards, debit cards, HSA, FSA, HRA, or checking accounts. You...

  • Importing external calendars into Sigmund

    From Google Calendar If you keep clients on your calendar that are not Headway clients, these may show when calendars are imported. Within your Google Calendar: Click on the three vertical dots...

  • Certificates of insurance (COI)

    Examples and requirements Please click on your professional liability insurer below for more information. Allied World Insurance Company Please see below for an example certificate of insurance ...

  • How Headway bills clients

    We collect a client's payment at the time of the session based on their insurance benefit. From there, we handle the insurance claim and paperwork and pay you via direct deposit. Headway will autom...

  • Optimizing profile for referrals

    We've included some tips below on getting your profile 100% ready to increase your chances of receiving a client referral. You can edit your profile in Sigmund on the Profile Settings page.   Optim...

  • Transferring current clients to Ellie mental health

    Seeing your current clients on Ellie mental health You can see your own clients through Ellie mental health to take advantage of our competitive rates, billing support, and lower payments for your ...

  • Seeing a client with an Employee Assistance Program (EAP)

    The Employee Assistance Program (EAP) is a health and wellness service paid for by an employer. It is designed to provide assessment and referral, as well as a brief counseling intervention for mem...