This article is for providers using the Oasys iOS application.
On iOS this is the Clients tab (labeled “Clients” or “Patients” per your practice). The right mental model: clinical and demographic data is read-only on iOS, but notes, contact records, messaging, and session actions are not — you can document and act on a client from their chart. You still add, edit demographics, archive, and manage clients at the practice level on the web.
In this article:
1. Adding a new client
⛔ Not in the iOS app. There's no “Add a New Client” flow on iOS. Create clients on the web.
The one way a client joins your iOS roster is by approving an inbound connection request. You'll see a “N connection requests” banner atop the Clients tab; tapping it opens the Action Inbox (Connections) where each request has Approve / Decline.
2. Adding a minor client
⛔ Not in the iOS app. Creating a minor/guardian client is web-only. iOS displays minor and guardian info but can't create the account.
3. Inviting an existing Oasys user
⛔ Not in the iOS app. You can't initiate an invite from iOS. Existing-account clients appear as connection requests to approve.
4. Navigating the client list
The Clients tab is an A–Z directory with sticky letter headers:
Search — matches name, email, or phone (units match any member's name).
Rows show an avatar, display name (preferred + legal), and status badges: Minor, Couple, Family, Viewer, Starts soon, Walk-in, Demo, and portal-status badges (No portal access, Awaiting Email Invite, Pending Signup, Pending Approval). On a client you share with colleagues, Viewer means you may read their record but not treat them, Walk-in that you reach them through your practice rather than your own care team, and Starts soon that your access begins on a later date. A client you treat carries no chip.
Tap a client to open their chart.
⛔ Not in the iOS app: the Active/Archived filter. iOS shows active clients only; archived clients aren't viewable on iOS.
5. Client chart overview & what you can do
The chart is a single scroll. Cards appear in this order (matching mobile web):
Header (with a Message button, and Onboarding documents pending while the client still has onboarding documents to finish) →
Resume strip for an unfinished session →
Prep hero →
Sessions & notes →
Clinical (the Treatment plan sits in this section's header) →
Personal →
Guardian (minors) →
Contacts (collapsible).
Recent sessions sit above Clinical.
Notes & timeline. Contact notes, discharge notes and sessions share one timeline, like web. A combined Notes row (beneath Recent Sessions) holds your written notes:
Psychotherapy notes and Administrative notes.
The Notes row carries an unread badge for admin notes.
What you can do from the chart (not read-only):
Notes — full create / edit / delete of psychotherapy notes and administrative notes, and create / edit / delete contact notes. On a client you share with colleagues, psychotherapy notes follow your own note-writing access, and a contact note can be changed only by whoever wrote it.
Messaging — enable messaging and open the thread from the chart's Message button. Disabling messaging is done from the Messages thread's … menu (see “Messaging your clients”).
Session actions via the chart's “+” menu: start a video session, start an in-person session, log a past session, schedule an appointment, add a contact note, or add a discharge note when you can write one for that client.
Discharge notes — the note you write when a client leaves care. It sits in the timeline with its status, and Add discharge note starts one. When AI drafting is available, Generate Note drafts it from your instructions. ••• → Edit note edits each part, and Sign & Lock signs it once the required parts are filled in. On a signed note, the ••• menu has View PDF and Unlock Note, and a draft that was never signed has Delete Draft. When your practice has inactivity alerts on, a client with no attended session for a long time shows Extended inactivity under the chart header, with Add Discharge Note or Continue Discharge Draft.
⛔ Read-only on iOS: clinical and demographic data — diagnoses, medications, mental-health history, chief complaint, personal info, and contacts. Edit these on the web. On a client you share with colleagues, a Viewer reads the record, Personal details included, but doesn't see Contacts, Copilot or safety alerts.
6. Creating a treatment plan
⛔ Not in the iOS app — creating/editing. The Treatment plan (in the Clinical section header) is a viewer: read the plan (rendered markdown, with signing status), and tap View PDF to open it, with Share at the top right to save or send it. You can't create, AI-generate, edit, sign, or manage versions/expiration; all of that is web-only. On a client you share with colleagues, Treatment Plan opens the Primary's plan, you pick a colleague's plan inside that screen, and View PDF and the signing line appear only on your own.
7. Archiving or removing a client
⛔ Not in the iOS app. No archive, restore, or remove action on iOS; archived clients aren't shown. Manage on the web.
8. Couple & family units
iOS shows treatment units — couple or family groups — as first-class rows in the Clients list (a group glyph avatar), opening a unit chart: members list, joint sessions, and contact notes. Each member row shows badges (Account lead, Chart only, Guardian login) and deep-links to that member's individual chart. Units can't be created or edited on iOS.
9. Minor & guardian clients
A minor shows a Minor badge and a dedicated Guardian card (name, relationship, phone, email — tap to contact). The Personal card suppresses a minor's phone and hides email unless the minor has their own login.
⛔ Not in the iOS app. No guardian/access/consent management — the guardian card is identity-only.
Frequently asked questions
How do I add a new client on my phone?
You can't create clients on iOS — do it on the web. On iOS, approve clients who request you (Action Inbox → Connections).Can I write notes on iOS?
Yes. From the chart you can fully create, edit, and delete psychotherapy notes, administrative notes, and contact notes, and write, sign and unlock discharge notes.Can I edit a client's diagnosis or contact info in the app?
No — clinical and demographic data is read-only on iOS. Edit those on the web.Can I start a session from the chart?
Yes. The chart's “+” menu starts a video or in-person session, logs a past session, schedules an appointment, adds a contact note, or adds a discharge note when you can write one for that client.Can I write or sign a treatment plan on iOS?
No. On iOS you can read a treatment plan and open its PDF with View PDF, then use Share to save or send it.Where are my archived clients?
Not available on iOS.How do I turn messaging on or off for a client?
Turn it on (and open the thread) from the chart's Message button. Turning it off is done from the Messages thread's … menu.Why does a shared client's chart look different?
If you're a care-team Viewer rather than one of the client's treating providers, you read their record, Personal details included, but you won't see Contacts, Copilot or safety alerts.