Practice HQ Guide
Practice administration: configuration, team management, billing, supervision, payroll, and documents.
By Jana and 2 others3 authors26 articles
- Moving your records from another EHRHow a migration to Oasys works, what comes over, how migrated sessions are billed, and how to invite migrated clients.
- Getting around Practice HQHow to find your way around Practice HQ: the sidebar, Dashboard action items, the activity feed, and why a tab might be missing.
- Branding and your subscriptionHow to choose your Practice HQ theme and read your Oasys subscription, seats and claims processing fees.
- Roles and permissionsHow provider roles differ from Practice HQ permissions, and how the owner grants and changes team access.
- Services and note templatesHow to set up practice services, CPT and add-on codes, and the note templates behind AI-generated notes.
- Feature settingsHow to set terminology, scheduling outside availability, unmarked sessions, bulk sign-off and per-provider features.
- Practice details, locations and roomsHow to set your practice details and logo, add office locations, assign providers to them, and manage rooms.
- Messaging and announcementsHow to message practice members and clients from Practice HQ, who gets notified, and how to post announcements.
- Managing groupsHow to create, edit, change the lead of, archive and restore therapy groups for any provider from the Practice HQ Groups tab.
- Managing the waitlistHow to add prospects, assign them to providers, send documents, check eligibility and create them as clients.
- Care teams and client accessHow to add clinicians to a client's care team, change or end their access, and what supervisors see of a supervisee's clients.
- Adding and managing clientsHow to add, invite and edit clients, set up minors and couples, change a primary provider, and archive or restore clients.
- Adding and managing your teamHow to invite providers and admins, read provider statuses, change roles and locations, and cancel invitations or deactivate providers.
- Using payrollHow to set up and run payroll in Practice HQ: pay periods, practice share, payment readiness, adjustments, marking paid and exports.
- Fully-managed RCMHow fully-managed RCM works: what Oasys handles, what your practice still does, what changes on screen, and where to see fees.
- Insurance claims, remittances and eligibilityHow to track and work claims, set claim rules, void claims, process remittances and verify client eligibility.
- Billing sessions, invoices and paymentsHow to bill sessions, create and manage invoices, record external payments, send superbills and bill from the calendar.
- Setting up practice billingHow to set up Practice HQ billing: permissions, Stripe, insurance IDs, payer enrollment, client billing and auto-billing.
- Compliance tracking and IM+CANS exportsHow to track required documents across your practice, flag and assign IM+CANS, request signatures, and export or mark assessments exported.
- Documents and templatesHow to build practice forms, signable PDFs, worksheets and packets, share them with providers, and manage documents in client charts.
- Supervision and billingHow supervision billing policies, approval holds, incident-to billing and supervision modifiers work for supervised sessions.
- Setting up clinical supervisionHow to set up supervision roles, deadlines and assignments, and how note review, document sign-off and bulk sign-off work.