The Settings tab in your provider portal allows you to manage key account preferences such as intake forms, scheduling, calendar sync, payout details, and documentation tools. These settings help you streamline your workflow and maintain accurate account information.
Intake Forms
Sesame recommends using the standardized Sesame intake form, which results in the highest completion rate among patients.
If you prefer to use your own intake form:
It must be an online, publicly accessible document (available via URL).
The form and its hosting platform must be HIPAA-compliant.
Scheduling
Your booking lead time determines how far in advance a patient can book an appointment. The minimum setting is 5 minutes, but please note:
Sesame has a site-wide 30-minute booking buffer, meaning patients cannot book visits that start in less than 30 minutes.
This buffer ensures both you and the patient have adequate time to prepare and helps reduce no-shows.
Calendar Integration
You can sync your Sesame appointments with your personal or practice calendar—such as Google, Apple, or Microsoft Outlook—to help you stay organized throughout the day.
How to Set Up:
Go to the Settings tab in your provider portal.
Click Get Calendar Link.
Select Open in Calendar to launch your preferred calendar app.
Click Add to complete the setup.
Important Notes:
This is a one-way integration: visits booked on Sesame will appear on your external calendar, but appointments created in your calendar app will not sync back to your Sesame availability.
To block off time or adjust your availability, make changes directly in the Calendar tab of your provider dashboard.
Payout Details
When setting up your Sesame account for the first time, the Payout Details window will prompt you to enter:
Legal business name
Website or professional social profile
Business address
EIN (or SSN if operating as an individual)
These fields act as your W-9 form, so it’s essential that your legal business name matches your EIN, or your personal name matches your SSN. This information ensures payouts process correctly and tax forms are issued accurately.
Once submitted, these details cannot be edited directly in the portal. If changes are needed, contact Provider Success at doctors@sesamecare.com.
After initial setup, you may update only your bank account and routing numbers directly in the Payout Details section.
Notifications
Default: You cannot edit this email; it is only to show your default login email that is associated with your account
Notification: You may edit this email, as it’s for patient messaging notifications. If you would like to change your notifications email for new bookings, contact Provider Success at doctors@sesamecare.com.
Dot Phrases
Dot phrases are shorthand text triggers that automatically expand into longer phrases within clinical notes.
They help speed up documentation by allowing you to reuse commonly used language across visits.
Transcripts
AI Transcripts are automatically enabled for new providers. They generate a secure, automated transcript of your virtual visits to assist with note-taking and follow-up documentation.
Providers can disable this feature anytime in Settings.