Owl Practice FAQ

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Owl Practice FAQ

Core Features

Core Features

Information for all of Owl's core features and functions.

Calendar

General Overview of the Calendar

Customizing Your View Options

Sync Your Calendar with a Third Party Program

Managing Appointment Reminders/Confirmations at a Session Level

How Can I View Important Client Details Directly From the Calendar?

How Can I See More Time In The Calendar?

Can I Print My Owl Calendar?

Using Privacy Mode to Schedule Sessions

What To Do If You Can't See Your Sessions

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Clients

Adding Clients

The Client Account

What are Client Codes and Client IDs?

Preferred Names

Client Lists

Client Tags

Session Summary

Appointment Reminders

Appointment Confirmations

Client Imports

Client Documents and Folders

Sending a Mass Email to all Clients

Circle of Care

Linked Accounts - Managing Couples and Family Sessions

Client Waitlist

Deleting, Deactivating, and Waitlisting Clients

Working With Personal Health Information

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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

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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

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Supervisors

Removing a Supervisor

Managing Supervisors Using Owl - Solo Edition

Managing Supervisors Using Owl - Group Edition

Sessions & Notes

Sessions & Session Notes - Managing Appointments and Documentation

Marking Attendance for Sessions

Scheduling and Managing Recurring Sessions

Session Notes Overview

Note Templates Overview

Exporting, Printing, or Downloading Session Notes

Restore Deleted Session Notes

Non-Session Notes

Handwritten Notes

Session Notes for Supervisors

Managing Sliding Fee Scales with Service Fee Discounts

Writing, Signing, Templates, and Associating Files with Session Notes

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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?

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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

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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

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Clinical Measures

Clinical Measures - Overview

Clinical Measures List

Sending Measures To Clients

Using Measures With Clients

Reminders for Measures

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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

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Practice Documents

Practice Documents

Uploading Practice Documents

Viewing and Editing Practice Documents

Deleting and Restoring Practice Documents