đĽď¸ For clients using the Oasys portal on the web. Using the iPhone app? See Getting started with the Oasys app.
This article walks you through your first sign-in to the Oasys portal: accepting your invite, completing your profile and finding your way around the menu. It also explains why some tabs may be missing and how the portal works on a phone.
In this article
1. How you get access
Your portal is where you manage appointments, complete forms, message your care team, pay invoices and, when your practice has them turned on, track your mood and health data.
You don't create an Oasys account on your own. Your provider or practice invites you, and you finish setup from the invitation email:
Open the invitation email from Oasys.
Click the link. It opens a short Verifying invitation page.
Set your password.
Complete Complete your profile (and the insurance step, if your practice shows it).
Land on Home, your dashboard.
The portal is at app.oasys.health. Log in there any time after setup.
â ď¸ Important: Invite links are valid for 24 hours. If yours has expired or was already used, Oasys shows Invite link expired, where you can request a fresh setup link yourself. See Signing in, invites and password help. Don't sign up as a new client with Get started unless your practice told you to. That doesn't connect you to your practice or your care.
While your invite is waiting, normal login is blocked on purpose. Use the link in the email, or set a password with Forgot password?.
2. First login and completing your profile
Until your profile is finished, Oasys keeps you on the setup screens instead of the full dashboard.
Complete your profile
The screen is called Complete your profile for your own account, or Complete your minor's profile when a guardian is finishing a child's account.
You're asked for personal details such as your legal name, date of birth, phone number and address.
On the last step, tick both I agree to the Terms of Service and I agree to the Privacy Policy. Ticking a box the first time opens that agreement so you can read it.
If either box is left unticked, you see "You must agree to both agreements to continue."
When you finish, you see Welcome to Oasys! and are taken to your dashboard.
Add your insurance info (some practices)
Some practices show a second step called Add your insurance info.
Fill it in, or tick Skip insurance for now ("If needed, it can be added later.").
If you don't see this step, your practice doesn't use it at signup.
When your practice uses insurance, you can add or edit it later under My Profile â Insurance (on accounts with billing access).
3. Your Home screen
After setup, you land on Home. Every card is covered in Navigating your Home. Here is the short version.
The greeting says Welcome back, {your first name}!, or Happy birthday, {name}! on your birthday.
If you're a guardian viewing a child's account, the greeting uses your own first name, not the child's.
Cards you may see under Overview:
Card | When it shows |
Payments | Your practice uses billing in Oasys and this account has billing access. Shows N unpaid or View invoices. |
Pending Tasks | Always. Shows a number while setup tasks remain, then Completed. |
Documents | Your practice has Documents turned on. Shows N overdue, N pending or View forms. |
Daily Check-in | Mood Journal is turned on and this account has clinical access. Shows Logged today or Start today. |
These cards are shortcuts. The same work also lives in the menu on the left (or the bottom bar on a phone).
4. The menu: what each tab is for
The menu on the left is split into three groups. These are the exact tab names.
Main
Tab | What it's for |
Home | Overview, shortcuts and practice announcements |
Health Stats | Wearable and health data (if your practice has it turned on) |
Mood Journal | Daily mood entries (if turned on) |
Diary Cards | DBT diary cards (if turned on) |
Care
Tab | What it's for |
Find a Provider | Shown until you're connected with a provider. Find a provider, and accept or view a pending request. Once you're connected, your provider's details are in Settings â My Provider (or My Care Team). |
Messages | Secure messages with your care team, when messaging is turned on. |
Appointments | Book, view, reschedule and cancel appointments, and join telehealth sessions (if turned on) |
Documents | Intake, consent, worksheets and assessments assigned to you, and files you upload (if turned on) |
Payments | Invoices, superbills, estimates and payment methods (if turned on) |
Other
Tab | What it's for |
My Profile | Your name, contact details, guardian details (minor accounts), insurance and emergency contact |
Settings | Your provider (My Provider or My Care Team), data sharing and integrations, theme, notifications, and your Account (time zone, password, two-factor authentication, deleting your account) |
Badges and the top bar
Menu badges show what needs attention: N new on Messages for unread messages or Home (unread announcements), N pending on Documents, and N unpaid on Payments.
Use Search... at the top (or press âK / Ctrl+K) to jump to any area.
The bell opens Notifications, for example when you have overdue documents or documents due soon.
On a computer, the Help menu has Contact support, which opens the Oasys support chat. For questions about your care, appointments or bills, contact your practice.
5. Why some tabs might be missing
Two separate things decide which tabs you see.
Practice features: your practice turns areas on or off, for example Mood Journal, Diary Cards, Messaging, Scheduling, Billing, Documents and Health Stats.
Portal access areas: on a minor's account, each login (each guardian's, and the minor's own if they have one) is given some or all of four areas: Clinical info, Messaging, Scheduling and Billing & insurance. Adult accounts have all four.
Clinical info covers Health Stats, Mood Journal, Diary Cards and your provider (Find a Provider, or My Provider in Settings). Documents isn't one of the four areas. It depends on your practice having Documents turned on.
â Good to know: If an area isn't turned on or granted, its tabs don't appear at all. That's expected, not a broken account.
The one exception is Appointments. On a computer, it can stay visible but greyed out, with a lock icon, until you have an active provider connection.
Parents: if your child's portal is missing Appointments or Payments, ask the practice to check that login's portal access settings.
Guardians with more than one account: use Switch account to move between each child's account (and your own, if you're also a client). Each account has separate appointments, documents and billing. See Switching accounts (guardians and minors).
6. Using the portal on a phone
On a phone, the left menu is replaced by a bottom bar. Each item appears only when that area is on for you:
Home, Messages, Mood, Diary, Docs, Appts and Pay.
Health Stats and Find a Provider aren't on the bottom bar. Once you're connected, your provider is in Settings.
Tap your photo (top left) for My Profile.
Tap the gear icon (top right) for Settings, Contact support and Log out. If you manage more than one account, Switch account is here too.
Home shows a For the best experience banner suggesting the Oasys app. Some features, such as health analytics and document management, work best on a computer.
Some booking buttons shorten to Book on small screens.
On a smaller computer screen, the menu can collapse to short labels: Home, Health, Mood, Diary, Find, Chat, Calendar, Docs, Billing, Profile and Settings. In the full menu they keep their full names, such as Appointments, Payments and Messages.
7. Quick troubleshooting
Use this table to fix the most common first-day problems.
Problem | What to try |
Invite email never arrived | Check your spam folder. Ask your practice to resend your invite. If you already finished setup, use Forgot password? on the login page. |
Invite link says it expired | Enter your email on the Invite link expired screen and click Request new setup link. |
Stuck on Complete your profile | Fill in the required fields and tick both the Terms of Service and Privacy Policy boxes. |
Almost empty menu | This is usually your practice setup or your portal access, not a fault in your account. Contact your practice. |
Seeing the wrong child's information | Use Switch account and check that the badge shows the right Minor or Self account. |
Frequently asked questions
Why is my menu almost empty?
Two things control what you see: the features your practice turns on and, on a minor's account, the portal areas each login was given (Clinical info, Messaging, Scheduling, Billing & insurance). A tab you don't have simply doesn't appear. That's expected, not a broken account.
Do I create my own account?
No. Your provider or practice invites you. Open the invitation email, set your password and complete your profile. Don't use Get started as a new client unless your practice told you to.
Where do I log in?
At app.oasys.health.
Do I have to add insurance at signup?
No. If your practice shows the insurance step, you can tick Skip insurance for now and add it later under My Profile â Insurance.