Managing Clients
By Hashem and 2 others3 authors5 articles
- 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.