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Health & progress tracking

How to track client health and progress — wellbeing scores, mood journals, clinical assessments, wearable health data, and AI-generated insights.

Written by Sarah Barakett

This guide covers how to track your clients' health and progress on Oasys, including wellbeing scores, mood journals, clinical assessments, wearable health data, and AI-generated insights.

In this article:

1. The Health Dashboard

Each client has a Health Dashboard that brings together all their health and progress data in one place.

Where to find it: Open a client's profile from My Clients. The Health Dashboard is accessible from their profile view.

The dashboard has several tabs:

  • Overview — wellbeing score graph and AI-generated health observations

  • Quality Measures — clinical assessment scores tracked over time

  • Health Stats — wearable device data (sleep, activity, body metrics, nutrition)

  • Mood — mood journal entries logged by the client

  • Diary Cards — structured self-report forms assigned by the therapist

💡 Some tabs only appear when the corresponding feature is enabled. If you don't see a tab, the feature may not be active for your account.

2. Wellbeing scores and progress graph

Where to find it: Health Dashboard → Overview tab (left panel).

After each session, Oasys automatically generates a wellbeing score (0–100) based on AI analysis of your session notes. These scores are plotted on a progress graph so you can see trends over time.

The graph shows:

  • Up to 6 data points per page with pagination controls

  • Color-coded dots by score severity — green (good), yellow (fair), orange (concerning), red (critical)

  • Hover tooltips showing the exact date and score

Score ranges:

  • 90–100: Excellent

  • 70–89: Good

  • 50–69: Fair to concerning

  • 30–49: Poor

  • Below 30: Critical

💡 You need at least 2 completed sessions with notes to see the progress graph. Scores are generated automatically — you don't need to enter them manually.

3. Mood journal

Where to find it: Health Dashboard → Mood tab.

Clients can log their mood throughout the day using the mood journal. As their therapist, you see:

  • Summary stats: average mood score (1–5), entries this week, and total entries

  • Mood entries: color-coded cards showing the mood label (e.g., "Excited", "Worried", "Overwhelmed"), associated activities, notes, and timestamp

  • Most common activities: tags showing which activities the client logs most frequently

Mood colors:

  • Green — positive moods (happy, excited, calm)

  • Orange — anxious moods (worried, stressed)

  • Blue — sad moods (down, lonely)

  • Purple — exhausted moods (tired, drained)

  • Red — angry moods (frustrated, irritated)

Click any mood entry to see the full details including all activities and notes.

⚠️ Mood data is controlled by the client's data sharing settings. If sharing is disabled, you'll see a message indicating the client can enable it from their settings.

4. Quality measures (assessment scores)

Where to find it: Health Dashboard → Quality Measures tab.

Track standardized clinical assessment scores over time. When you assign assessments to a client and they complete them, their scores are automatically plotted on a graph.

Supported assessments

  • PHQ-9 — depression screening

  • GAD-7 — anxiety assessment

  • DASS-21 — depression, anxiety, and stress (3 separate subscales)

  • PCL-5 — PTSD symptoms

  • PSQI — sleep quality

  • EDE-Q — eating disorder symptoms

  • SPIN — social anxiety

  • SSAS and HBI-19 — additional specialized measures

What you see

  • Assessment selector: dropdown to choose which assessment to view

  • Score graph: line chart showing the last 5 scores over time, with colored severity threshold lines

  • Latest score card: current score with comparison to baseline and previous assessment (shows increase or decrease)

  • For DASS-21: separate rows for Depression, Anxiety, and Stress subscales with individual comparisons

💡 To start tracking quality measures, assign an assessment to the client from the Documents tab. Each time they complete the same assessment, a new data point is added to the graph.

5. Health stats from wearables

Where to find it: Health Dashboard → Health Stats tab.

If your client connects a wearable device (Apple Watch, Fitbit, Oura Ring, Garmin, WHOOP, etc.), their health data syncs automatically to Oasys. You can view it organized by category:

Sleep

  • Total sleep duration, deep/REM/light sleep breakdown

  • Sleep efficiency and latency (time to fall asleep)

  • Wake events, resting heart rate, breath rate, oxygen saturation

  • HRV (heart rate variability) metrics

Activity

  • Daily step count with bar chart

  • Active minutes (low/moderate/vigorous intensity)

  • Calories burned, distance, speed/pace

  • Individual activity logs with duration and type

Body metrics

  • Heart rate (average, max, min), HRV

  • Oxygen saturation, VO2 max

  • Weight, BMI, body fat percentage, muscle/lean/bone mass

Nutrition

  • Macronutrient breakdown (protein, carbs, fats)

  • Water and caffeine intake

  • Calorie consumption tracking

You can filter by provider (e.g., show only Oura data or only Fitbit data) if the client uses multiple devices.

⚠️ Each health data category is independently controlled by the client's data sharing settings. A client might share sleep data but not nutrition data, for example.

6. Health insights and AI analysis

Where to find it: Health Dashboard → Overview tab (right panel).

Oasys generates AI-powered general observations based on the client's health data. This includes:

  • Sleep pattern summaries (average duration, efficiency trends)

  • Activity summaries (total steps, distance trends)

  • Nutrition summaries (average calories, protein intake)

  • Connected devices overview

  • Notable patterns or changes worth discussing in session

There's also a Health Chat Assistant available in the Health Stats tab where you can ask AI questions about a client's health data in natural language (e.g., "How has their sleep changed over the past month?").

7. Pre-session health insights

Before and during a session, the Session Preparation panel includes health-related insights:

  • TL;DR summary — quick highlights of what's important for this session

  • Recent health trends — notable changes in sleep, activity, or mood since the last session

  • Relevant health observations — patterns the AI has identified that may be clinically relevant

You can also ask follow-up questions using the session assistant chat during the session.

💡 Session prep notes are generated automatically and refresh when new data is available.

8. Session mood scores

Each completed session shows a mood score indicator — a colored vertical bar on the session card in the client's session history.

  • The bar height represents the wellbeing score (0–100%)

  • The bar color matches the severity scale (green = good, red = critical)

  • The "Mood Score" label appears next to the session date

Click any session card to see the full session details including the AI-generated analysis.

💡 Mood scores are generated asynchronously after a session completes. They may take a moment to appear — look for the processing indicator on the session card.


Frequently asked questions

  • How are wellbeing scores calculated?
    Scores are generated by AI analysis of your session notes after each session completes. They reflect the overall sentiment and clinical indicators in the note — you don't enter them manually.

  • Can clients see their wellbeing scores?
    Wellbeing scores are visible to the therapist. Clients see their own mood journal and health stats but not the therapist-side wellbeing analysis.

  • What if a client doesn't use a wearable?
    The Health Stats tab won't show wearable data, but you'll still have access to mood journal, quality measures, wellbeing scores, and session prep insights. Wearables are optional.

  • How do I get quality measure data?
    Assign standardized assessments (PHQ-9, GAD-7, etc.) to the client from the Documents tab. Each time they complete one, the score is tracked automatically in Quality Measures.

  • Can clients control what health data I see?
    Yes. Each health data category (sleep, activity, nutrition, body, mood) is independently controlled by the client's data sharing settings. They can enable or disable sharing for each category.

  • What wearable devices are supported?
    Oasys integrates with Apple Health, Fitbit, Oura Ring, Garmin, WHOOP, Google Fit, Samsung Health, and others through our suite of integrations.

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