05/07/2024 Progress Notes

Table of Contents

Available Now

Coming Soon - currently in Beta

Available Now

Client Portal

Add Superbills to Financial Documents

For US Clinics who provide out-of-network services, your clients will now have the ability to download their Superbills from the Client Portal, similarly to the other types of financial documents. This means you may not need to send them anymore, saving time and clicks on the clinician's part, as the client can download it themselves once it's been generated


Capture KYC Details in Onboarding Form

If you have a Stripe payment processing integration, you may have noticed that your account recently got updated to "restricted soon" status in Settings> Payment Details> Stripe. This was due to Stripe updating some of their documentation requirements, and requiring all processors to submit updated documentation by August 2024. We have updated the Stripe onboarding page so that you're able to upload these KYC requirements and verify your identify. Be sure to do this by August so that you can continue processing payments without interruption.

US Insurance

Additional ICD-10 Codes Added

We've added the following ICD-10 codes, allowing you to claim more types of services.

  • G70.2 Congenital and Developmental myasthenia
  • P07.30 Premature Birth
  • R46. 81 Obsessive-compulsive behavior
  • R45.851 Suicidal Ideations

Bug Fixes

  • Missing French translations in Forms
  • Remove borders on Forms read-only content modules
  • Incorrect tooltip copy on Client Portal Booking page
  • Add conflict alert when scheduling recurring sessions
  • Fix client name showing incorrectly in Note Editor
  • Error generating medications in Note Editor
  • Error saving a session located in "No Room" 
  • Missing Translations on User table
  • Fix Non-Session notes count in Workflow
  • Clarify invalid e-mail error message when adding a user
  • Error with price on recurring sessions 

Coming Soon - Currently in Beta


Add Macros to Read-Only questions

In order to allow you to further customize your forms in Owl, we've added the ability to include macros in read-only question types. A “macro” is a code that Owl will fill in with the correct information. These allow you to easily deliver forms to Clients that are personalized for their own details, without having to change any information each time.

When you open the side panel to Customize your question, you will see a list of available macros. You can click on the one you want to use, which will copy it to the clipboard, and then you can paste it into the content box. When you send the form to a client, the macro will be replaced with the relevant information from your clinic or therapist settings. 

Furthermore, some of our default forms previously had placeholder text such as [CLINIC NAME] that you were expected to update with your clinic information prior to sending out the form. This placeholder text has been updated to use macros so that you don't need to replace it before using the forms with clients.

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Create a Form

Bug Fixes

  • Missing French Translations in nested menus
  • Translate Forms/ Measures Notification Emails for Chouette clinics
  • Rounding error for tax-inclusive sessions booked via client portal
  • Handling for video recordings where session is deleted
  • Unapplying credit from a receipt causes error
  • User profile type not saved correctly on clinic creation
  • Clinic name not saved on Locations tab after clinic creation
  • Missing French translations on filters, Workflow, waitlist, Dashboard, eclaims, video, downloads and PDF preview
  • Implement required field validation on Create Therapist modal
  • Edited session fee not maintained if attendance status is changed
  • Fixed modal layering when deleting medication from client profile
  • Fix visual display of Stripe fee amount on failed transactions
  • Accessibility fixes: client portal login