Owl Practice FAQ

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Owl Practice FAQ

Billing, Payments, & Insurance

Billing, Payments, & Insurance

all the tools needed to manage billing successfully: from invoices for charges, outstanding balances, secure payments & recording payment

Client Coverage

Billing

Owl Billing 101

Outstanding Balances - Manually Allocating Payments

Payment Reminders

Taxes in Owl

Managing Sliding Fee Scales with Service Fee Discounts

Repairing Billing Errors

Invoice Methods: Auto Invoice or Bill Manually

Non-Session Charges

Receipts

Account Summaries

Managing Bill-To Parties

Delivering Financial Documents to Clients

Generating Invoices Manually

Financial Adjustments

Split Session Charges

Outstanding Balances - Marking Bad Debt

Late Cancel and No Show Pricing Rules

Payment Preferences: Process Manually or Automatically

Managing & Reconciling Autopay Transactions

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US Insurance

Owl Integrated Insurance Overview

Switching from Change Healthcare to Owl's New Insurance Feature: Step-by-Step Guide

Getting Started: Create your Insurance Profile

Get Connected: Insurance Payer Enrollment

Client Setup: Add Coverage & Benefit Verification

Submit Insurance Claims

View and Track Insurance Claims

CPT Code 90832

CPT Code 90791

CPT Code 90834

CPT Code 90847

CPT Code 90837

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Superbills

[U.S.] What is a Superbill?

[U.S.] Creating Superbills

[U.S.] Setting up Your Account for Superbills

[U.S.] Sending Superbills

CA Insurance

Setup

Creating a Claim Request

Troubleshooting

Stripe Payments

What is PCI Compliance?

Frontline Compliance: Dos and Don’ts

[U.S.] Stripe Payments: our new integrated payments solution

[U.S.] Get Started Using Stripe Payments

[U.S.] Adding Client Payment Methods for Stripe

[U.S.] Removing or Updating Client Payment Methods

[U.S.] Processing Transactions

[U.S.] Refunding Transactions

[U.S.] Stripe Payouts and Reporting

[U.S.] Stripe Integrated Payments Dashboard

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Owl Payments (Stax)

[U.S.] Owl Payments (Stax) Overview

[U.S.] Adding Payment Methods (Stax)

[U.S.] Owl Payments (Stax) Console

[U.S.] Payouts & Reporting (Stax)

[U.S.] Transaction Reconciliation with Stax

[U.S.] Chargebacks (Stax)

[U.S.] PCI Compliance

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Client Portal

Client View: Payment Details

Enabling Online Payment Method Pre-Authorization

Online Payment Method Pre-Authorization Overview

Refunds

Refund Transactions - When Do You Use Them?

How Do I Process a Refund?

How Do I Process a Refund When Credit Has Been Used?

How Do I View the Refunds I've Processed?

Refunds - Correcting Errors

Refund Reporting

Refunds on Credit Generating Transactions

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[CAD] Stripe

[CAD] Managing your Owl Stripe Connect Account

Stripe Integrated Payments Dashboard

[CAD] Owl Stripe Connect: our new integrated payments solution powered by Stripe

[CAD] Stripe Integrated Payment Processing Fees

[CAD] Get Started Using Owl's Integrated Payments by Stripe

[CAD] Adding Client Payment Methods for Stripe

[CAD] Removing, Updating or Sharing Client Payment Methods

[CAD] Manually Processing Transactions via Stripe

[CAD] Processing Refund Transactions

[CAD] Payouts and Reporting

[CAD] Migrating to the new Owl Stripe Connect Integration

[CAD] Owl Stripe Connect integration to replace Stripe Standard

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