Therapist Guide
Day-to-day workflows for therapists: patients, scheduling, sessions, notes, billing, messaging, and documents.
By Hashem and 1 other2 authors9 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.
Using the scheduling widgetHow to set up and embed the scheduling widget so clients can book appointments directly from your website.