đ„ïž For clients using the Oasys portal on the web. Using the iPhone app? See Navigating your Home.
This article explains everything on your Home page: the greeting, Today's Agenda, the Overview cards, announcements, your personal to-do list and the top bar. It also covers what to check if Home looks empty.
In this article
1. Greeting and which account you're on
The top of Home tells you who is signed in and the current date and time.
Home greets you by first name, for example Welcome back, {name}! On your birthday you may see Happy birthday, {name}!
If you're a guardian viewing a child's account, the greeting still uses your own first name, not the child's.
If you manage more than one account, check which one is open with the Self or Minor badge next to your name at the top of the menu, or with Switch account. See Switching accounts (guardians and minors).
2. Today's Agenda
Today's Agenda shows your next appointment.
Session Today: your next session is today, with the time and provider.
Session In Progress: the session time has started and not yet ended.
No Appointments Today: shows "Next session: {date} at {time} with {provider}" when your next session is on a later day.
Click a session card to open Appointments. The Join Now button appears there from 15 minutes before the start time until the scheduled end. The Home card itself doesn't have a Join button.
Other messages you may see
No Upcoming Appointments: you're connected to a provider but nothing is booked. If your provider lets you book, there's a View Scheduling â link. Otherwise you see "Your therapist will schedule your next session. Check back soon."
Connect with a Therapist: you don't have an active provider connection yet.
Your care team is being finalized: "Your practice is confirming which provider you will see. No action needed - check back soon."
Your care is managed by your practice: "To restart care, contact your practice."
"This couldn't be loaded right now.": click Try again.
For a couples or family session, the session line also names the session, for example Couples session with {name}.
If you've connected a wearable, a Latest Health Insight preview may appear here with View full analysis.
Booking and cancellation rules are in Your appointments. Joining a video session is covered in Joining a telehealth session.
3. Overview shortcut cards
The Overview panel shows shortcut cards. Most cards appear only when your practice has that feature turned on and your account has access to it. Pending Tasks always shows.
Card | What it does |
Provider status | Shows Connected with {provider} and opens Settings â My Provider (or My Care Team, where the card names your primary provider). If you have couples or family sessions, a line such as Couples sessions with {name} appears under it. Shows You have unread messages instead when your care team has sent messages you haven't read, and then opens Messages. |
Payments | Opens Payments. Shows N unpaid (and moves to the top) when you have unpaid invoices, or View invoices. |
Pending Tasks | Opens Setup Progress, which counts what's left of Complete Your Profile, Connect Health Data, Log Your First Mood and Find Your Therapist (Connect Health Data and Log Your First Mood only when those features are on, and Find Your Therapist only when you can request a provider yourself). Shows Completed when everything is done. |
Documents | Opens Documents. Shows N overdue, N pending or View forms. |
Daily Check-in | Opens your mood check-in. Shows Logged today or Start today. |
4. Announcements
If you're a client of a practice and your practice posts announcements, an Announcements card appears next to Today's Agenda (on accounts with messaging access).
Unread announcements show as N new on the Home menu item.
Click View all, or click an announcement, to read the full feed in a side panel.
In the panel you can mark announcements as read and archive them. Archived announcements stay available under Archived.
Choose whether you're notified about announcements under Settings â Notifications â Practice Announcements.
5. Personal to-do list
Home includes a Personal to-do list. It's a checklist for the account you're viewing. Your provider can't see it.
Type in Add a new task... and add it to the list.
Tick tasks off, edit them, or delete them.
Deleted tasks can be restored or deleted permanently.
â Good to know: Your provider doesn't assign items here. Forms and tasks from your care team arrive in Documents.
6. Search, notifications and help
The bar at the top of every page has a few shortcuts.
Click Search... (or press âK / Ctrl+K) to jump to any area.
The bell opens Notifications, for example "You have 2 overdue documents" with a View Documents button. When there's nothing to show, it says "No new notifications".
On a computer, the Help menu has Contact support, which opens the Oasys support chat. On a phone, Contact support is in the gear menu.
7. Home on a phone
On a phone, Home shows a banner: For the best experience. "Download the Oasys app for a better mobile experience, or use your desktop for full access to health analytics, document management, and more."
The Download Oasys App button opens the App Store.
The portal still works in your phone's browser if you prefer to stay on the web.
8. If Home looks empty
An empty Home is usually your practice's setup, not a broken account. Check these:
Use Switch account to make sure you're on the right person's account.
Your practice may have turned off features such as Mood Journal, Documents, Billing or Scheduling.
On a minor's account, the portal access areas (Clinical info, Messaging, Scheduling, Billing & insurance) can hide tabs. The matching Home cards are hidden too.
Appointments can be locked until you have an active provider connection.
Frequently asked questions
Where's the Join button for my video session?
On the Appointments tab. From Home, click the session card to open Appointments. Join Now appears there 15 minutes before the start time.
Home says "Your care team is being finalized." What do I do?
Nothing. Your practice is confirming which provider you'll see. Your provider and appointments appear automatically once that's done.
Why does Today's Agenda only show one appointment?
It shows your next appointment only. Open Appointments to see everything booked.
Can my provider see my personal to-do list?
No. Your provider can't see it. Tasks from your provider come through Documents instead.