Process automation for behavioral health practices
Set the rule once.Let it run every time.
Oasys automates the decisions behind running a practice. Configure your billing rules, no-show and late fees, intake packets, and payroll splits once, and Oasys enforces them the same way every time.
Process automation features on Oasys
Billing rules that fire the moment they’re needed.
Build rules that trigger automatically on conditions so specific claim requirements apply without additional intervention.
Set requirements once according to practice processes, and have our billing engine execute as we receive your ERAs.
When an ERA comes in from a payer, Oasys automatically matches and posts the payment, flagging anything that doesn’t reconcile instead of leaving it for someone to chase down.
Policies that enforce themselves.
Mark a session a no-show and Oasys automatically calculates the fee from your configured rate and attaches it to billing. No separate step, no manual invoice.
Set a no-show or late-cancellation fee for telehealth, phone, and in-person sessions, and have Oasys execute on your behalf.
Once a fee policy is set at the practice level, it applies the same way for every therapist and every client, so exceptions don’t happen by accident.
Intake that runs on its own schedule.
Bundle your intake forms, consents, and assessments into a single packet once, then assign the whole thing to a new client in one action instead of sending pieces one at a time.
Set an assessment like the PHQ-9 to go out monthly, or at whatever interval fits your treatment plan, and Oasys handles the resend automatically.
Customize your own intake forms, or generate one with AI from a plain-language description, so the packet a client receives matches your practice’s process, not a generic template.
A better way to run payroll.
When a pay period closes, Oasys calculates every therapist’s earnings from their completed, paid sessions and their configured split. Say goodbye to spreadsheets.
Set a different compensation split for an individual therapist, and it’s automatically used in place of the practice default every time their payroll runs.
Review the computed pay period, mark it paid, and export it — all inside the same automated process, instead of reconciling numbers across separate systems.
"As we continue to grow, having a system like Oasys is critical. It gives us the infrastructure to scale without burning out our team."
Alexandra BarillasCamino Nuevo
Let the policy run itself.
Billing, scheduling, intake, and payroll all come with decisions that have to be enforced the same way, every time. Oasys turns those decisions into rules that run automatically, so your practice’s policies hold without someone having to remember to apply them.
Why Oasys
What makes Oasys different.
An engine built around your practice’s preferences — set your own no-show fee, your cancellation window, your claim conditions, and your payroll split once, and the system runs them exactly as configured.
- No-show fees and cancellation windows, your way
- Claim conditions and payroll splits set once
Frequently asked questions about process automation
Yes. Fees can be configured separately for telehealth, phone, and in-person sessions, and Oasys automatically applies the right one the moment a booking’s status changes.
No. Build a rule once around conditions like payer, session modality, place of service, or provider taxonomy, and it applies automatically to every matching claim going forward.
Yes. Build a document packet once including forms, consents, and assessments together, and assign the whole packet to a client in a single action.
Yes. Set a recurring schedule on any assessment, like a monthly PHQ-9, and Oasys resends it automatically at the interval you choose.
Absolutely. You can build forms manually using the form builder or use AI to generate a fully editable form from a plain-language description or an existing document.
Yes. Create custom note templates with your own sections and formatting, build reusable document templates, and choose the structure that best fits your clinical workflow.

Envision your group practice supported by Oasys.
Every fee, every claim rule, every intake packet, and every payroll calculation should run the way you’ve already decided it should — without someone having to enforce it by hand.