Owl Practice FAQ
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Billing, Payments, & Insurance
General Overview
About Owl
Pricing
Getting Started
Practice Locations
Practice Supervisors
Practice Therapists
Getting Started Guide
Settings
Troubleshooting
What's New
2024 - Progress Notes
2023- Major Features
2023 - Progress Notes
Calendar & Appointments
Clients
Workflow & Dashboard
Sessions (+Video) & Notes
Sessions
Video Therapy
Notes
Billing, Payments, & Insurance
Billing
US Insurance
CA Insurance
Stripe Payments
Client Portal
Refunds
[CAD] Stripe
Client Portal & Connection
Clinical Measures
Quick Start Guide
Online Booking
Online Intake & Consent Forms
Secure Messaging
Therapy Owl
Group Edition
About Group Edition
Group Edition Getting Started Guide
Session Recording
Security & Compliance
Compliance
Security
Video Therapy
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Owl Practice FAQ
Billing, Payments, & Insurance
General Overview
About Owl
Pricing
Getting Started
Practice Locations
Practice Supervisors
Practice Therapists
Getting Started Guide
Settings
Troubleshooting
What's New
2024 - Progress Notes
2023- Major Features
2023 - Progress Notes
Calendar & Appointments
Clients
Workflow & Dashboard
Sessions (+Video) & Notes
Sessions
Video Therapy
Notes
Billing, Payments, & Insurance
Billing
US Insurance
CA Insurance
Stripe Payments
Client Portal
Refunds
[CAD] Stripe
Client Portal & Connection
Clinical Measures
Quick Start Guide
Online Booking
Online Intake & Consent Forms
Secure Messaging
Therapy Owl
Group Edition
About Group Edition
Group Edition Getting Started Guide
Session Recording
Security & Compliance
Compliance
Security
Video Therapy
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
See more
US Insurance
Owl Integrated Insurance Overview
Getting Started: Create your Insurance Profile
Get Connected: Insurance Payer Enrollment
Client Setup: Add Coverage & Benefit Verification
Submit Insurance Claims
CPT Code 90832
CPT Code 90834
CPT Code 90837
See more
CA Insurance
Setup
Creating a Claim Request
Troubleshooting
Stripe Payments
What is PCI Compliance?
Frontline Compliance: Dos and Don’ts
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
See more
[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
See more
