Practice HQ Guide
Practice administration: configuration, team management, billing, supervision, payroll, and documents.
By Hashem and 1 other2 authors8 articles
- Configuring your practiceHow to set up and configure your practice on Oasys — practice details, locations, services, terminology, feature control, and permissions.
- Practice scheduling & roomsHow to manage scheduling across your practice — therapist calendars, room bookings, appointments on behalf of therapists, and the difference between rooms and locations.
- Analytics & reportsPractice analytics dashboard, 26+ pre-built report templates, KPIs, session/client/billing/document reports, therapist performance, and custom report requests.
- Managing team & clientsHow to invite therapists, assign roles, and manage clients across your practice.
- Documents and templatesHow to create and manage practice-wide document templates, sharing settings, compliance requirements, and note templates.
- SupervisionHow to set up and manage clinical supervision — session review, approval workflows, billing modifiers, and supervisor-supervisee relationships.
- Practice-managed billingHow to manage billing across your practice — insurance claims, cash-pay invoices, ERA processing, eligibility verification, and the billing command center.
- Using payrollHow to configure and manage payroll — pay periods, therapist compensation, compliance tracking, adjustments, and exports.