Provider Guide
Day-to-day workflows for providers: patients, scheduling, sessions, notes, billing, messaging, and documents.
By Hashem and 2 others3 authors12 articles
- Getting started with OasysEverything you need to go from signing up to seeing your first client: account setup, profile, availability, billing, and more.
- Navigating your dashboardYour dashboard overview — today's schedule, action items, client requests, and quick actions.
- Adding and managing clientsHow to add clients to your caseload, manage profiles, create treatment plans, and organize your client list.
- Scheduling & conducting sessionsHow to schedule appointments, manage your calendar, and conduct therapy sessions — telehealth, in-person, and phone.
- Writing notes and using ScribeHow to document sessions using structured note formats, AI-assisted summaries from Scribe, and customizable templates.
- Billing your sessionsEverything about billing as a solo therapist — how sessions become billable, cash pay, insurance claims, auto-billing, eligibility, ERAs, superbills, and troubleshooting.
- Messaging your clientsHow to use HIPAA-compliant messaging to communicate securely with your clients.
- Sending documents and formsHow to create, assign, and track clinical documents, intake forms, assessments, document packets, and recurring assignments.
- Health & progress trackingHow to track client health and progress — wellbeing scores, mood journals, clinical assessments, wearable health data, and AI-generated insights.
- Using the scheduling widgetHow to set up and embed the scheduling widget so clients can book appointments directly from your website.
- Groups, Families, Couples & Minors
- Supervision