đ„ïž For providers using the Oasys web app. If you're in a practice or on Managed RCM, see If you're in a practice or on Managed RCM, because some of these settings are managed for you.
This article explains where to find your Oasys plan, how to upgrade or manage it, and what changes when your practice or Oasys handles your billing.
In this article
1. Your Oasys subscription
Your Oasys plan is separate from the money you collect from clients. Find it at Settings â Subscription (the page is called Subscription & fees if you bill insurance).
Plans
Free plan: up to 3 clients. The page shows how many of your 3 you've used, and warns you when you reach the limit.
Core plan: unlimited clients, the same tools.
Upgrading to Core
Upgrade from the Subscription page or from the left sidebar.
Choose Monthly or Yearly billing.
Click Upgrade to Core. Checkout opens securely in Stripe.
Complete payment. You'll see "Welcome to Core". If you cancel checkout, you're not charged.
You can also click Upgrade to unlock unlimited clients in the left sidebar, then choose Just me to upgrade your own account, or I want to bring on my practice to book a demo for a group practice.
Managing your plan
On Core, the page shows your Next billing date, Payment method, and client count.
Click Manage subscription to update your card, view invoices, or cancel in Stripe's billing portal. Cancelling stops renewal at the end of the period you've paid for.
During a trial, the page shows a Trial badge and when the Trial ends. Add a payment method to continue after your trial ends.
If your plan is Paused, reactivate your subscription to add more clients.
In a practice, the page shows Practice subscription with a Managed by practice badge. Contact your practice administrator for billing or subscription changes.
On Managed RCM, the page shows Managed RCM plan.
đĄ Tip: For questions about plan pricing, or to add seats or change your plan, contact your Oasys representative.
2. If you're in a practice or on Managed RCM
Some billing settings work differently when your practice owns billing or Oasys runs it for you.
If your practice owns billing
This applies when your practice's Stripe account collects payments.
Billing setup shows Managed by Practice on the Payment processing step (or Setup in progress while the practice finishes). There's no Connect Stripe button for you: contact your practice administrator.
In Manage invoices, Create Standalone stays unavailable ("Finish payment setup for this practice to create invoices.") until the practice's Stripe account is active.
Your practice may also turn auto-billing on or off for you from Practice HQ. You can still change it yourself afterwards.
If your practice bills insurance under its own NPI and Tax ID, you only need your personal NPI, name and taxonomy. You can add an Individual Tax ID (optional) if your practice bills some payers under you as an individual.
If you're on Managed RCM
This applies when Oasys runs your billing.
Bill sessions shows Managed by Oasys: "Sessions marked ready are automatically billed at the end of the day." You don't send claims yourself, and rows show only Mark as Paid (External).
The Oasys billing team handles payer enrollment for you.
The Auto billing button shows Managed and can't be changed, and the per-client Auto-Billing switch is locked.
You can still create and correct individual invoices in Manage invoices ("Oasys manages automated billing. You can still create and correct individual invoices here.").
You can still add and refund client credits, and turn Charge card automatically on or off.
Frequently asked questions
Is my Oasys subscription the same as payment processing?
No. Your subscription is your Oasys plan. Payment processing (Stripe, in Billing â Billing setup) is how you collect money from clients. See Setting up payment processing.
What happens if I cancel Core?
Cancelling in Manage subscription stops renewal at the end of the period you've paid for.
Why can't I change my subscription?
If the page shows Managed by practice, your practice covers your plan: contact your practice administrator. For anything else, contact your Oasys representative.