Patient intake software for group practices
Streamlined intakes,fully customizable toyour group practice.
Save on administrative resources with seamless, secure workflows. Empower your team to easily get the information they need, so more clients show up the first time and stay.
Patient intake software features on Oasys
Seamless integration and automation.
Clients can e-sign intake forms directly through our mobile-friendly portal and app, with all of their data encrypted in transit and at rest, following HIPAA best practices.
Pull from our pre-installed template library and customize the fields to fit your practice’s unique needs.
Quickly administer forms like the GAD-7, PHQ-9, and AUDIT directly from Oasys.
Workflows to streamline supervision needs.
Customize co-signature requirements to each staff member so intakes from pre-licensed clinicians are automatically sent to supervisors for approval.
Supervisors can easily send intakes back to pre-licensed clinicians with specific clinical feedback to strengthen their documentation skills.
Support insurance compliance with automated notifications to help busy supervisors prioritize.
Simplified insurance operations.
Avoid reimbursement delays from typos by allowing clients to securely upload an image of their insurance card.
Staff can instantaneously and securely verify clients’ insurance benefits via Oasys before they begin treatment.
Streamline payment to keep payroll running smoothly and retain clients when they know exactly what to expect on their invoice.
"As a solo practice owner, every hour matters. Oasys has simplified my day-to-day, reduced the admin burden, and helped me spend more time on what actually matters — working with clients."
Mary TateSolo Practice Owner
Intakes that clients and clinicians will love.
Oasys is a group practice management system built to support mental health leaders like you. When you don’t notice Oasys running in the background, we’ve done our job — so you can keep doing what you do best: taking care of everyone in your orbit.
Why Oasys
What makes Oasys different.
You’ve outgrown generic EHRs. Oasys is a complete operating system designed around every facet of your group practice, fully customizable to your business.
- Designed around every facet of the practice
- Fully customizable to your business
Frequently asked questions about our patient intake software
Yes. Our HIPAA-compliant, fully encrypted client portal runs just as smoothly on mobile (via browser or our app) as it does on desktop. Clients can complete and sign forms from their phone, tablet, or computer, and their clinician will be automatically notified. Plus, clients receive reminders to complete documents before their first appointment.
Absolutely. Oasys comes pre-loaded with a robust library of form templates that you can fully customize to your practice’s needs. Standardized screeners like the PHQ-9 and GAD-7 also come pre-installed, so your clinicians can easily access and administer them.
Definitely. We know that many group practices serve multiple populations through different services. Instead of sending the same generic forms to each client, we allow practices to curate any number of intake packets to save your clinicians’ time and energy and keep onboarding running smoothly.
System administrators can select which staff members’ documentation is automatically sent to supervisors for review and approval. Plus, supervisors have the ability to return intake forms with specific clinical feedback to help pre-licensed clinicians hone their skills.
Client data stays fully secure with our best-in-class encryption. Clients can easily input their insurance data to avoid typos that may needlessly delay payment. From here, the system runs an automatic eligibility check and pulls important data about copays and deductibles to simplify payment.
Envision your group practice supported by Oasys.
You became a group practice leader to expand what’s possible in mental health care — not to spend your days buried in operations. Book a demo to see how Oasys carries the administrative weight.