This article is for clients using the Oasys client iOS app.
The Documents tab is where you complete assessments, intake forms, signatures, worksheets, and files your therapist assigns.
In this article:
1. Open Documents
Tap Documents in the bottom tab bar. The subtitle may say how many need attention and how many are done (for example “2 need attention · 5 done”).
This tab appears when documents are enabled for you. You can also reach pending items from Home under Needs attention.
2. Find what needs you
Search: Search documents...
Filters: All, Pending, Completed, Files
Optional type filter: Document Type
Categories you may see: Assessments, Worksheets, Intake Forms, Consent Forms, Miscellaneous
Group headers under All: Overdue, Pending, With Your Therapist, Completed
Status meanings:
Pending — still needs your action
Overdue — pending and past the due date
Completed — finished or signed
On detail, a pending badge may say Action Required. Due lines look like Due today, Due tomorrow, Due in N days, and so on.
Empty: No Documents Yet — “When your therapist assigns documents, they'll appear here.”
3. Complete a document in the app
Tap a row to open it:
Assessment → opens the questions
Intake → opens the form
Signable → opens the document, ready to sign
Worksheet → opens the worksheet, with Upload Completed Worksheet underneath it while it is pending
Uploaded file → opens the file; when the app can’t show it, Share at the top right opens it in another app
Good Faith Estimate → opens the estimate, with I Acknowledge and View PDF
Card on file request → opens the authorization terms, then Continue to Payment Details
Other types → opens Document Details (due date, assigned by, notes), with Complete on Web when the document has to be finished there
In forms: follow Instructions, use Previous / Next, then Submit. Success may say Assessment Submitted.
Your answers are kept while the app is running, so leaving a part-filled form and opening it again picks up on the question or page you left, with what you entered still filled in. Tapping a notification while a form is part-filled asks Leave this form? first, with Keep editing and Leave. Answers are cleared once you submit the form, and when you sign out or switch account. They are not kept if the app is closed and opened again.
Completed items open straight to what you finished: Submitted Responses, the worksheet with a Your Submission / Original switch, the file, the estimate with the date you acknowledged it, or the saved card authorization. A completed signed document opens read-only, with the captured signatures and dates on the page, and Share at the top right once every signature is in.
4. Sign a document
Open the document from the list.
Tap each signature box, choose Draw or Type, then Confirm. Tap a signed box to Sign Again or Clear Signature. For each date box, pick the date, then Done. A date-signed box fills in today’s date when you tap it.
Tap Submit. If anything required is missing, the app lists what’s left and scrolls to the first one.
Success: Document Signed. To keep a copy, reopen the document and use Share at the top right.
5. Worksheets & uploaded files
For worksheets:
The worksheet opens in the app, with Share at the top right to print it or save it elsewhere
Upload Completed Worksheet
Success: Worksheet Submitted
For files your therapist uploaded, tap the row to open the file, and use Share at the top right to save it or open it in another app. The Files filter lists files your therapist sends you and files you upload. To share files with your care team, open Files and tap the upload button (Upload File when the list is empty).
6. When you must finish on the website
Some document types aren’t supported natively in the app. You’ll see Complete on Web, which opens the Oasys website so you can finish there.
💡 A Good Faith Estimate assigned to you opens in the app, showing the provider, service, service period, and total estimated cost, with I Acknowledge and View PDF. The PDF opens in the app, where Share at the top right saves or sends it. There is no separate Estimates area in the iOS app.
7. Guardians & minors
When you’re filling clinical questionnaires for a child, you may see: “Please answer these questions on behalf of your minor.”
Always Switch account to the child before completing their documents so the right chart is updated.
Frequently asked questions
I don’t see a Documents tab.
Documents may be off for this account. Check Home → Needs attention, or ask your practice.Why does it say Complete on Web?
That document type can’t be finished inside the app. Use the button to continue on the Oasys website, then return to the app.Can I delete a completed form?
No — completed documents stay on your record. Contact your practice if something was submitted in error.Where do unpaid invoices show?
Under Home Needs attention and Settings → Billing & Payments — not in Documents.