đ„ïž For practices in Charter School mode. For school admins using Practice HQ; the tabs you see also depend on the permissions your practice owner has given you.
This article shows you how Practice HQ looks in Charter School mode: which tabs are shown and hidden, what's on the Dashboard home screen, the grade-advance reminder, the Providers & admins and Settings changes, and where to find each school-admin task.
In this article
1. The sidebar in Charter School mode
The sidebar shows the tabs a school practice uses. You only see the tabs you have permission for.
Group | Tabs |
Overview | Dashboard, Analytics |
People | Clients (or Patients), Waitlist (if turned on), Providers & admins |
Operations | Documents, Messaging, Compliance (if document requirements are turned on), Community (if turned on) |
Administration | Supervision (if turned on), Permissions, Settings |
Account | My profile (non-clinical admin accounts only) |
Scheduling, Billing, Payroll and Announcements aren't shown in Charter School mode, including on a phone.
Practice HQ search doesn't offer Scheduling or Billing either.
On a smaller screen with the sidebar collapsed, Community is labeled Outreach.
đĄ Tip: The Clients or Patients label follows your practice's terminology setting. Practice HQ never labels the tab "Students".
2. The Dashboard home screen
Dashboard opens with "Welcome to the Practice HQ!" and shows action items, quick actions and the activity feed.
Action items can include Overdue docs (needs the Documents permission) and Unsigned notes (needs the Clinical records permission).
Quick actions are Add provider (needs the Providers and admins permission) and Help center.
There's no add-client or Create intake form quick action. Clinicians add students with Quick intake. See Adding a student with Quick intake.
The activity feed filter has an extra option, COS Events, for community outreach events.
3. The grade-advance reminder
Practice HQ reminds you when it's time to move students up a grade.
A card near the bottom of the sidebar says "Time to advance grade levels", with an Advance grades button.
It appears if grades have never been advanced, or were last advanced 330 or more days ago.
Only people with the Caseload permission see it. It's hidden when the sidebar is collapsed.
The reminder appears in the sidebar on a computer. On a phone, use Clients â Settings â Advance Grades.
Dismissing it hides it for now. It comes back the next time you open Practice HQ, until grades are advanced.
For the full steps, see Advancing grades for a new school year.
4. The Providers & admins tab
The provider list adds two columns in Charter School mode.
Sessions: the provider's total number of sessions.
Incomplete: sessions with a started note that isn't signed yet. A number above zero is highlighted.
Click either column header to sort by it.
View (N) counts the provider's active students only.
Inviting and managing providers works the same as in any practice. See Adding and managing your team.
5. Settings, permissions and supervision
A few practice-wide screens are trimmed for schools.
Settings has Practice details, Locations, Feature settings, Default services, Note templates and Theme & branding. There's no Rooms or Subscription & fees.
In Note templates, the Include Health Data option isn't shown. Notes default to the GIRP format.
Permissions has no Scheduling, Billing or Payroll rows. The practice owner sets permissions there.
Supervision has no billing policies.
6. Where to find each task
Use this table to find where each school-admin task lives and which permission it needs.
Task | Where | Permission | Full steps |
Find a student or change their primary provider | Clients | Caseload | |
Advance grades for the new school year | Clients â Settings â Advance Grades, or the sidebar reminder | Caseload | |
Invite a provider or admin | Providers & admins, or Add provider on the Dashboard | Providers and admins | |
Upload a document template | Documents â Add template | Documents | |
Review analytics by academic year | Analytics | Analytics | |
Log a community outreach event | Community â Log new event | Community | |
Set up supervision | Supervision | Supervision | |
Edit note templates | Settings â Note templates | Settings | |
Change what staff can do | Permissions | Practice owner |
â Good to know: Community and Supervision only appear if they're turned on for your school. Contact your Oasys representative if you need one of them.
Frequently asked questions
Why don't I see Scheduling, Billing or Payroll?
They aren't shown in Charter School mode, and neither is Announcements. Their rows are also removed from Permissions.
How do I add a student from Practice HQ?
You can't. Clinicians add students with Quick intake from their own dashboard. See Adding a student with Quick intake.
I dismissed the grade-advance reminder. How do I get it back?
It comes back the next time you open Practice HQ. You can also advance grades any time from Clients â Settings â Advance Grades.
What does the Incomplete column count?
Sessions where the provider has started a note but hasn't signed it yet.
I can see a tab but a colleague can't. Why?
Tabs depend on each person's permissions. The practice owner can change them on Permissions.