Your dashboard is the first thing you see when you log in. It gives you a real-time snapshot of your day and highlights items that need your attention.
In this article:
1. Today's schedule
The top of your dashboard shows your sessions for the day:
Each session shows the client name, time, and session mode (video, in-person, or phone).
Status indicators show whether sessions are upcoming, in progress, or completed.
Click Start Session directly from here to begin a telehealth or in-person session.
💡 The schedule refreshes automatically every 60 seconds, so you always see the latest status.
2. Action items
Your dashboard highlights pending items that need your attention. Each shows a count badge — click any item to go directly to the relevant section.
Notes to Sign — completed sessions with unsigned notes. Click to review and sign.
Unbilled Sessions — completed sessions that haven't been invoiced or claimed yet.
Overdue Documents — assessments or forms you assigned to patients that are past due.
Unread Messages — new messages from clients in secure messaging.
Pending Reviews — if you're a supervisor, sessions from supervisees awaiting your review.
3. Client requests
Two types of requests appear here:
New client invitations — clients you've invited who haven't completed signup yet.
Connection requests — existing Oasys users who have requested to connect with you as their therapist.
4. Quick actions
One-click shortcuts to common tasks like adding a client, creating an appointment, or accessing the help center.
5. Onboarding checklist
If you're new to Oasys, a checklist guides you through the initial setup steps: profile, availability, billing, and more. It disappears once you've completed all items.
💡 Tip: If you dismissed the checklist but want to come back to it, click Finish Setup in the top navigation bar (visible until onboarding is complete).
Frequently asked questions
Why don't I see billing action items?
Billing-related items (like Unbilled Sessions) only appear if you have the billing feature enabled. If you don't see them, check with your practice admin or contact support.
How often does the dashboard refresh?
The schedule refreshes every 60 seconds. Action item counts update when you navigate back to the dashboard or when underlying data changes.
Can I customize what appears on the dashboard?
The dashboard layout is fixed, but the items shown are dynamic: they reflect your actual caseload, pending items, and enabled features.