Owl Practice FAQ
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Core Features
General Overview
About Owl
Pricing
Getting Started
Getting Started Guide
Settings
Troubleshooting
What's New
Coming Soon!
Core Features
Calendar
Clients
Client Medications
Workflow & Dashboard
Multiple Locations
Supervisors
Sessions & Notes
Therapist Availability
Finances & Billing
Refunds
Clinical Measures
Secure Messaging
Practice Documents
Security & Compliance
Compliance
Security
Group Edition
About Group Edition
Group Edition Getting Started Guide
Client Portal & Online Booking
Quick Start Guide
Online Intake & Consent Forms
Online Credit Card Pre-Authorization
Owl Payments & Integrated Processing
General
[U.S.] Owl Payments
[CAD] Stripe
Insurance
[CAD] TELUS eClaims
[U.S.] Superbills
[U.S.] Integrated Insurance
Video Therapy
TherapyOwl
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Owl Practice FAQ
Core Features
General Overview
About Owl
Pricing
Getting Started
Getting Started Guide
Settings
Troubleshooting
What's New
Coming Soon!
Core Features
Calendar
Clients
Client Medications
Workflow & Dashboard
Multiple Locations
Supervisors
Sessions & Notes
Therapist Availability
Finances & Billing
Refunds
Clinical Measures
Secure Messaging
Practice Documents
Security & Compliance
Compliance
Security
Group Edition
About Group Edition
Group Edition Getting Started Guide
Client Portal & Online Booking
Quick Start Guide
Online Intake & Consent Forms
Online Credit Card Pre-Authorization
Owl Payments & Integrated Processing
General
[U.S.] Owl Payments
[CAD] Stripe
Insurance
[CAD] TELUS eClaims
[U.S.] Superbills
[U.S.] Integrated Insurance
Video Therapy
TherapyOwl
Core Features
Information for all of Owl's core features and functions.
Calendar
Date Picker Updates
Managing Appointment Reminders/Confirmations at a Session Level
General Overview of the Calendar
Customizing Your View Options
What To Do If You Can't See Your Sessions
How Can I See More Time In The Calendar?
Can I Print My Owl Calendar?
Sync Your Calendar with a Third Party Program
Using Privacy Mode to Schedule Sessions
How Can I View Important Client Details Directly From the Calendar?
See more
Clients
Sending a Mass Email to all Clients
Working With Personal Health Information
Adding Clients
Client Imports
Deleting, Deactivating, and Waitlisting Clients
Client Waitlist
The Client Account
Circle of Care
Linked Accounts - Managing Couples and Family Sessions
Appointment Confirmations
What are Client Codes and Client IDs?
Client Documents and Folders
Appointment Reminders
Preferred Names
Session Summary
Client Tags
Client Lists
See more
Client Medications
Client Medications - Overview
Current Prescription vs Medication History
How to Add a Prescription
How to Edit a Prescription
How to Delete a Prescription
See more
Workflow & Dashboard
What Is The Workflow And How Do I Navigate It?
Supervisors - Using the Workflow to Monitor Session Notes
Group Edition - the Workflow for Practice Owners and Office Admins
The Dashboard - Managing and Analyzing Your Business
Multiple Locations
Multiple Locations - Overview
Configuring Locations
Assigning Therapists to Multiple Locations
Assigning Services to Locations
Navigating Owl with Multiple Locations
Booking Sessions with Multiple Locations
Online Booking with Multiple Locations
See more
Supervisors
Removing a Supervisor
Managing Supervisors Using Owl - Solo Edition
Managing Supervisors Using Owl - Group Edition
Sessions & Notes
Restore Deleted Session Notes
Sessions & Session Notes - Managing Appointments and Documentation
Scheduling and Managing Recurring Sessions
Marking Attendance for Sessions
Managing Sliding Fee Scales with Service Fee Discounts
Writing, Signing, Templates, and Associating Files with Session Notes
Exporting Session Notes
Session Notes for Supervisors
Non-Session Notes
Handwritten Notes
See more
Therapist Availability
Custom Availability Overview
Setting up Therapist Schedules
Viewing Availability in the Calendar
Service Specific Availability
Group Edition - Why Can’t I See My Availability?
See more
Finances & Billing
Owl Billing 101
Invoice Methods: Auto Invoice or Bill Manually
Bill Manually - Generating Invoices
Receipts
Account Summaries
Delivering Financial Documents to Clients
Non-Session Charges
Managing Bill-To Parties
Payment Reminders
Outstanding Balances - Manually Allocating Payments
Outstanding Balances - Marking Bad Debt
Repairing Billing Errors
Taxes in Owl
Financial Adjustments
Late Cancel and No Show Pricing Rules
Split Session Charges
See more
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?
Refund Reporting
Refunds - Correcting Errors
Refunds on Credit Generating Transactions
See more
Clinical Measures
Clinical Measures - Overview
Clinical Measures List
Sending Measures To Clients
Using Measures With Clients
Reminders for Measures
See more
Secure Messaging
Secure Messaging - Overview
Setting Up Secure Messaging
Navigating the Secure Messaging Section
Starting Conversations
Clients With Revoked Portal Access
Secure Messaging from a Client's Record
Secure Messaging - The Client Experience
Notifications from Secure Messaging
Attachments
Text Formatting and Emojis
Message Filtering
See more
Practice Documents
Practice Documents
Uploading Practice Documents
Viewing and Editing Practice Documents
Deleting and Restoring Practice Documents