Provider Guide
Day-to-day workflows for providers: patients, scheduling, sessions, notes, billing, messaging, and documents.
By Jana and 3 others4 authors30 articles
- Getting started with OasysHow to set up your Oasys account, from your application and profile to availability, payments, services, and security.
- Turning features on and offHow to use Feature settings to turn AI tools, client features and group sessions on or off, and what changes when you do.
- Navigating your dashboardHow to use your Home dashboard, from upcoming sessions and action items to search, the sidebar, and settings.
- Using the scheduling widgetHow to set up and embed the scheduling widget so new clients can book appointments directly from your website.
- Emails and notifications Oasys sendsWhich emails and notifications Oasys sends to you and your clients, what triggers each one, and how to turn them off.
- Scheduling settingsHow to set your availability, booking and cancellation policies, no-show and late cancellation fees, and Google Calendar sync.
- Conducting a sessionHow to start video, in-person, and phone sessions, use in-session tools, end a session, and log one that already happened.
- Using the waitlistHow to review prospects assigned to you from your practice's waitlist, accept or decline, send documents, and create the client.
- Scheduling sessionsHow to create, repeat, reschedule, cancel, and block time for appointments on your Oasys calendar.
- Messaging your clientsHow to use secure, HIPAA-compliant messaging with clients, guardians and practice colleagues, and control who can message.
- Groups, families, couples and minorsHow to set up minors with guardians, couples, families and therapy groups, and how portal access and billing work for each.
- Managing clientsHow to find clients in your list, read their profile, manage contacts, create treatment plans, and archive or restore clients.
- Adding and inviting clientsHow to add adult, minor and chart-only clients, invite existing Oasys users, and send or resend portal invites.
- Clinical supervisionHow practices set up clinical supervision, how supervisees submit notes, and how supervisors approve, co-sign, and bill.
- Note settings and other kinds of notesHow to set up note formats and templates, customize practice template prompts, and use analysis, bulk signing and other note types.
- Writing session notes and using ScribeHow to take notes in a session, generate notes with Scribe or by hand, and sign, amend, review and export them.
- Standardized assessmentsHow to send standardized assessments, request one that is missing, and review scores and score trends.
- Compliance documents (IM+CANS)How to track required documents on the Compliance tab, complete an IM+CANS, request the client signature, and manage reminders.
- Completing and signing formsHow clients complete and sign documents, how you counter-sign or fill forms on their behalf, share files, and handle split forms.
- Setting up your documentsHow to create custom forms, upload signable PDFs and worksheets, build document packets, and use personal and practice templates.
- Sending documents and formsHow to send documents to clients and external contacts, set up recurring sends, track status, send reminders, and download completed forms.
- Good Faith Estimates, superbills and statementsHow to create Good Faith Estimates and superbills, set up automatic superbills, and export client billing statements.
- Tracking prior authorizationsHow to add and manage a client's prior authorizations, how sessions are counted, and how authorizations are added to insurance claims.
- Setting up billingHow to set up Billing Setup, Stripe, insurance billing, client insurance, billing types, custom pricing, and billing for minors.
- Billing insurance claimsHow to track, correct, resubmit and void insurance claims, read ERAs, run eligibility checks and bill secondary insurance.
- Billing your sessionsHow completed sessions become billable, and how to use Bill Sessions, auto-billing, external payments, credits and undo.
- Managing invoicesHow to create invoices, see what your client receives, manage invoice statuses and actions, and refund a paid invoice.
- Your Oasys subscriptionHow to view and change your Oasys plan, and what changes when your practice or Managed RCM handles your billing.
- Health and progress trackingHow to track client progress with wellbeing scores, assessments, wearable data, mood journals, diary cards, and AI insights.
- Analytics and reportsHow to read your Analytics page: date ranges, your Snapshot, how sessions and cancellations are counted, and exporting reports.