This article is for providers using the Oasys iOS application.
On iOS, the equivalent of your dashboard is the Home tab plus the Action Inbox. It's built around one thing: what needs you next. There are no KPI tiles, billing widgets, or a personal to-do list on iOS.
In this article:
1. The Home screen
The Home tab is a single scroll, top to bottom:
Greeting header — your first name, a time-of-day salutation (a birthday variant on your birthday), today's date, and two icons: an Inbox icon (badge = items needing you) and a Notification bell (badge = unread notifications).
Resume an open session — the hero itself shows Return to session when you have one open. A separate “Session in progress” row appears below the hero for an open (or crash-recovered) session on a different booking than the hero's.
Today hero card — your single most relevant session right now (see §2).
Action badges — count tiles for appointment requests, connection requests, expiring series, and notes to sign. The notes tile shows how many notes are new, and how many are older when there is room beside the number. With no new notes, it shows how many are older.
Notes sent back — when a supervisor has sent notes back to you, a card above the tiles says how many (for example 2 notes sent back), who sent them and when. Tap it to open the Action Inbox on Sent back.
Timeline — “Later today” lists remaining sessions; if today is clear, a preview of your next day. Press and hold a couple or family session to open View couple chart or View family chart.
⛔ Not in the iOS app: the web dashboard's Personal To-Do List, Quick Actions grid, and any stats/KPIs. Safety alerts appear on the client's chart (see §4).
2. Today hero card (Upcoming Sessions)
iOS shows one hero card reflecting your current state, with client name, avatar, modality (Video / In-person / Phone), event type, member count for groups, and time range. States:
In session — green card, live “In session · N min” timer, Return to session button.
Starts soon — blue card within the 15-minute join window, Start session button. A group session shows View Session instead, which opens the appointment.
Upcoming today — quiet card with the next session time, View Session.
Done for today / No sessions today — a checkmark card.
No upcoming sessions — with View Schedule.
Couldn’t load your day — with Try Again, when the sessions ahead couldn’t be read. The card waits for that answer rather than saying your calendar is empty.
3. Action Inbox
The Action Inbox (inbox icon on Home) has five active sources, with filter chips (All / Sent back / Notes / Requests / Series / Connections). A chip with nothing in it is hidden unless it’s selected. Unread messages live on the Messages tab, its badge and the arrival toast, not here:
Appointment requests — new booking, reschedule, and cancellation requests. Inline Approve / Decline (also swipe-to-approve). Approving a cancellation request opens a confirmation first, with any late fee, a late-cancellation checkbox and an optional reason. A request whose time has passed folds under Expired requests, and its card names the answers that are left.
Connection requests — clients asking to connect. Inline Approve / Decline. This is the only way clients enter your iOS roster.
Notes to sign — completed sessions with an unsigned note. All shows the newest from the last 7 days, with See all to open Notes, which groups them under Last 7 days, Last 30 days and Older. Tap to review and sign.
Notes sent back — notes your supervisor returned for revision (supervisees only), listed first under All. Each row names the client and session, with who sent it back and when, and the note waiting longest comes first. Tap to open the note.
Series running out — recurring series that end within two weeks. Extend picks a new end date; Dismiss clears it from the inbox.
⛔ Not active in the iOS inbox: safety alerts, which show on the client's chart (§4). Also absent (present on the web dashboard): Unbilled Sessions, Overdue Documents, Expiring Treatment Plans, Pending Requirements, and Pending Reviews (supervisor sign-off).
4. Safety alerts
If a client submits a DBT diary card with a flagged urge (suicidal ideation, or self-harm at/above threshold), it surfaces as a safety banner on that client's chart. Open the chart and you'll see a red banner; tapping it opens the full flagged entry, read-only, with an “Acknowledge — I've reviewed this” button and a reminder that acute danger should go to emergency services / 988.
On a client you share with colleagues, only the client’s treating providers see the banner. If your care-team role doesn’t include acknowledging safety flags, the entry shows “Your care-team role doesn't include acknowledging safety flags. Check with your practice admin.” in place of the button.
⚠️ Where safety shows. The client-chart banner is the active safety surface. You'll see a flag when you open the flagged client's chart, not on Home or in the inbox.
5. Refreshing
Pull to refresh on Home updates your schedule, today's agenda, action items, and roster. Home also refreshes after you finish a session or when booking data changes. Short freshness windows keep counts current.
Frequently asked questions
Why don't I see billing or unbilled-session items?
iOS has no billing surface — those are web-only.Where's my to-do list / quick actions?
Not on iOS. Those are web dashboard features.How do I approve a client's appointment request?
Open the Action Inbox, or tap the Requests badge. Approve/Decline is on the card, or swipe to approve. A cancellation request asks you to confirm first.Where are safety alerts?
On the client's chart. Open the client whose diary entry was flagged and you'll see a red safety banner with an Acknowledge action.Can I get back into a session I stepped away from?
Yes — the Home hero shows Return to session, and a “Session in progress” row appears if the open session is on a different booking. Sessions also recover if the app was interrupted.