You'll see Payments if your practice bills through Oasys and the account you're using has billing access (on a child's account, your practice may call this Billing & insurance access).

The page has four tabs: Invoices, Superbills, Estimates and Payment Settings.

A badge at the top reads Card on file or No card on file. Click it to jump to Payment Settings. If someone else pays for your sessions, it shows whether that person has a card saved.

Home shows a Payments card. It reads N unpaid when you have unpaid invoices, or View invoices otherwise. Failed payments aren't counted, so check the Invoices tab.

The menu shows an N unpaid count. On a phone, a red dot on Pay means you have an unpaid invoice.

The list updates itself about every 30 seconds while you're on the tab. Click Refresh to check right away.

Each row shows a short description, the Created: date, the amount and a status. Unpaid invoices also show Due: and the date.

Use Status: to filter by All, Paid, Unpaid, Voided, Failed, Partially Refunded or Refunded.

Invoices your practice is still preparing aren't shown. An invoice appears once it's been issued.

Pay Now: shown when the invoice is Unpaid or Failed, it's billed to you, and you have a Default card.

Update Payment Method: shown instead of Pay Now when you have no default card. It opens Payment Settings.

View Invoice: opens the full invoice in a new tab. After payment, this becomes View Receipt.

If View Invoice is greyed out ("Hosted invoice link is not available yet"), the invoice is still being finalized. Check back shortly.

Pay Now always charges your Default card. To use a different card, set that card as Default first.

If you have no default card yet, click Update Payment Method, add a card, then come back and click Pay Now.

You can also pay from the invoice page that View Invoice opens, using any card.

Card details are processed securely by Stripe. Oasys doesn't show or store your full card number.

If you're paying with Pay Now and the card is declined, the dialog shows Payment Failed with the reason from the card network, followed by "Please update your payment method or try a different card."

If an automatic charge fails, the invoice shows Failed. You may not get an email about it, so check Payments from time to time.

To fix it, update your card in Payment Settings, set a working card as Default, then click Pay Now on the invoice.

The first card on your account becomes your Default automatically. Adding more cards later doesn't change your default.

Click Set Default to make a different card the default. The default card shows a Default badge and is listed first.

Remove a card with the trash icon. If it's your default, you're warned: "This is your default payment method. Invoices will be sent for payment until another default card is selected."

Only cards can be saved. Bank accounts aren't supported in the portal.

If Add Card is greyed out and you see Action required by your provider, your practice hasn't finished setting up payments. Contact them.

When Autopay is on and a default card is set, you'll see: "Autopay is on. New invoices will be charged automatically to your default card. To turn off Autopay, contact your practice or provider."

When Autopay is on but there's no default card, you'll see that invoices will be sent to you for payment instead of charged automatically.

When Autopay is off, there's no notice. Invoices are sent to you by email to pay.

Adding, removing or changing cards, or changing who pays, doesn't switch Autopay on or off.

Choose Me (on a child's account, Myself (Parent/Guardian)) or Another person (parent, spouse, etc.).

To add someone, click Add Payer (or Add another payer). Until you do, you'll see No one added yet.

The person you add becomes the Primary payer. With more than one payer, use Set as primary to choose.

Use the ⋯ menu on a payer to Edit or Delete them. The primary payer can't be deleted until another payer is primary.

That person's cards are listed under their name, for example "Alex's Payment Methods".

When Autopay is on, it charges the primary payer's default card.

Invoices billed to another payer don't show Pay Now in your portal. That person gets the invoice to pay.

Your practice can also send a single invoice to a particular payer or card.

Click a row to preview the PDF, or use the download icon.

Your practice may send superbills automatically, for example when an invoice is paid or as a monthly summary.

Only paid sessions that weren't billed to insurance are listed, and one superbill can only cover sessions with one provider. If none are listed, you'll see "No eligible sessions found." and "Sessions must be marked as paid to generate a superbill."

Sessions missing a diagnosis code are greyed out. Contact your provider to have the codes added.

A session that already has a superbill can't get another. If you pick one, you'll see that it already has an active superbill.

If a session included additional services, their service codes are listed on the superbill.

If none have been sent yet, you'll see No Good Faith Estimates.

Statuses are Generated, Needs acknowledgment, Acknowledged and Expired.

Use the row menu to View PDF, Download PDF or Acknowledge. Acknowledge isn't shown once an estimate is acknowledged or expired.

You also get an email when your provider sends you an estimate.

In your invoice list: a short description (usually the session name), the created date, amount, status and, for unpaid invoices, the due date. An invoice covering several sessions is titled Therapy Sessions (N sessions).

On the full invoice (View Invoice or View Receipt): one dated line per session with the session total, worded like "Professional services on [date] by [provider]". Fees read "Missed appointment fee on [date]" or "Late cancellation fee on [date]".

Additional services (for example an add-on code or extra units) are included in that session's line total. They aren't listed as separate sessions, and units aren't shown. The service codes appear on your superbill.

Your practice can bill several sessions on one invoice. Each session still has its own dated line.

Oasys doesn't send separate account statements. Your invoices, receipts and superbills are your records.

You can see and edit your Insurance Provider, Member ID, Group Number, Patient is not the main subscriber (then the subscriber's details), Secondary Insurance (COB) and Insurance Card Images (front and back).

Add primary insurance before you can turn on secondary insurance.

Some practices ask for insurance at first sign-in, in Add your insurance info.

Keeping subscriber details accurate prevents claim and invoice problems later. If something looks wrong on an invoice, message the practice rather than guessing.

Your login needs billing access on the child's account. Without it, Payments won't appear even after you switch.

Guardians see the same Autopay notice as clients. Only the practice can turn Autopay on or off for the child's account.

Superbill emails go to every login with billing access on the child's account.

Why don't I see a Pay Now button on my invoice?

Pay Now appears only when the invoice is unpaid or failed, it's billed to you, and you have a Default card. If you see Update Payment Method instead, add a card first. You can always use View Invoice.

How do I get a superbill for insurance?

Open Superbills and click Generate Superbill, then pick paid sessions. Sessions need diagnosis codes; if one is missing, your provider adds it. You'll get an email when it's ready, but the PDF isn't attached: sign in and download it from the Superbills tab.

How do I turn off Autopay?

You can't change Autopay in the portal. Message your practice or provider and ask them to turn it off. Invoices will then be sent to you to pay.

Will I be told if my card is declined?

If you're paying with Pay Now, you'll see Payment Failed straight away. If an automatic charge fails, the invoice shows Failed in Payments, but you may not get an email about it.

What's a Good Faith Estimate asking me to acknowledge?

It's your cost estimate. Open it, review it and choose Acknowledge. You can also view or download the PDF.

Someone else pays for my sessions. What do I do?

Under Who Pays for Your Sessions?, add that person as a payer and make them primary. Their cards are stored under their own payment methods.

Does my invoice show the date of service?

Yes. Each session on the full invoice has its own dated line.

Can I get a monthly statement?

Oasys doesn't send account statements. Use your receipts and superbills. Your practice may send superbills as a monthly summary.

Switching accounts (guardians and minors)

Your profile and settings

Documents and forms

Your appointments