đĽď¸ For clients using the Oasys portal on the web. Using the iPhone app? See Switching accounts (guardians and minors).
This article explains how guardians and family members use one login for more than one account: how to switch, what the badges mean, what stays separate, and what each login can see. It also covers what happens when a minor's account becomes an adult account.
In this article
1. One login, more than one account
If you care for more than one person (for example two children), or you're a guardian on a minor's account, Oasys can attach several accounts to one sign-in:
Your own adult account (Self), if you also receive care
One or more Minor accounts you're a guardian for
You sign in once, then pick which account you're working in. This isn't the same as sharing one record. Each child has their own appointments, documents, messages (when turned on) and billing.
â Good to know: You only see account switching if your login has more than one account. If there's no Switch account option, your login has one account. That's normal.
A child's account only appears once their provider or practice has finished setting up what your login can see on it. If you expected a child's account and it isn't listed, ask the practice to finish setting up your portal access for that child.
A minor can also have their own login, separate from yours. When they sign in, they only see their own account, with whatever access the provider has given their login.
2. How to switch
Switch whenever you want to see or manage a different person's care.
Open Switch account:
On a computer, click the Switch account button at the top of the page, or click your name at the top of the left menu.
On a phone, tap the gear icon at the top of the screen. The account list appears under Switch account.
Choose the account you want. A check mark shows which one is currently selected.
Check that the name and badge match the person you're managing.
After you switch, Oasys takes you back to Home and reloads everything for the account you picked.
Until you switch again, everything you see (Home, Appointments, Payments and so on) belongs to the selected account only.
When you sign out and back in, Oasys opens your default account again.
3. Self and Minor badges
Each row in the switcher shows a badge that tells you whose account it is.
Badge | Meaning |
Self | The account belongs to the person who owns the login, usually the adult or guardian's own account if they also receive care |
Minor | A child's account you have guardian access to |
The same badge appears next to your name at the top of the left menu, so you can always see which account is open.
4. Setup needed
A Setup needed badge means that account's setup isn't finished yet, for example profile details or agreements are still outstanding.
Select that account and complete the prompts, usually Complete your minor's profile or Complete your profile.
The badge clears once setup is done.
Your other accounts can be fully usable while one still shows Setup needed.
5. What stays separate for each account
Each account has its own:
Upcoming and past Appointments
Documents assigned to that person
Messages (when messaging is turned on for that account)
Payments: invoices, cards on file, who pays, and insurance
Mood, diary and health data (when those features are on)
Provider connection (My Provider or My Care Team in Settings)
đĄ Tip: Paying an invoice or completing a form on one child's account doesn't affect another child's account. Switch first, then act.
6. What each login can see
For a minor's account, the provider or practice decides what each login can see, separately for each guardian and for the minor's own login. Guardians can't change these settings themselves. There are four portal access areas:
Area | What it opens in the portal |
Clinical info | The provider pages (Find a Provider, or My Provider / My Care Team in Settings), Health Stats, Mood Journal, Diary Cards, and the Data Integration and Data Sharing settings |
Messaging | Messages (conversations with the provider and messages from the practice) and practice announcements on Home |
Scheduling | Appointments: view, book, cancel and reschedule appointments, and join telehealth sessions |
Billing & insurance | Payments (invoices, payment methods, payer details, superbills and good-faith estimates) and the Insurance tab in My Profile |
Tabs for an area you weren't given disappear. They don't show as locked.
Home, My Profile and Settings are always there. Home simply leaves out cards for areas you can't see.
Documents isn't one of the four areas. It shows only the documents sent to your login on that account, so a guardian and a minor (or two guardians) may see different documents.
Your own adult (Self) account always has full access.
If you expected Payments on a child's account and it's missing, first check you switched to the child's Minor account (not your own Self account). If it's still missing, ask the practice to review your portal access for that child.
7. When a minor becomes an adult account
There's no automatic change at a birthday. When the time comes, the provider or practice uses Convert to adult account on the client's record. When they do:
Every guardian's access to that account is removed, and it disappears from the guardians' Switch account list. Former guardians can't view the account's past records.
A guardian login that was only used for that child is removed.
The client gets their own login on their own email address. If they don't already have a login on that email, they're sent an invite to set it up.
The account keeps its history (appointments, documents and so on). It belongs to the client from then on.
â ď¸ Important: This can't be undone from the portal. If a former guardian still needs to help with billing, talk to the practice.
Frequently asked questions
Can two adult accounts share one email?
No. Several accounts on one email is for guardian and minor relationships. Two adult accounts can't share one login the way minors can. A second adult account needs its own email.
Do I need a different password for each child?
No. You have one login. Use Switch account to move between children.
I don't see Switch account at all. Why?
Your login has only one account you can open. If you're a guardian expecting a child's account, the practice may not have finished setting up your access to it yet.
Why do I see my own name in the welcome message while viewing my child?
Home greets you with your login's first name. The rest of the dashboard shows the selected account's information. Check Switch account if anything looks like the wrong person.
A child's account shows Setup needed. What do I do?
That account still has setup to finish. Switch into it and complete the profile. The badge clears once it's done.
Where do I add a child's insurance or card?
Switch into that child's account first. Then add insurance under My Profile and the card under Payments. Billing is kept separate for each account.
My child and I see different things on their account. Why?
Access is set per login. The provider may have given your login and your child's login different areas. For example, your login sees Payments and your child's doesn't.