Fall/ Winter 2023 Progress Notes

A roundup of the enhancements Owl rolled out in the 2nd half of 2023. Click the links below to learn more!

Table of Contents



US Insurance

Telus eClaims - Psychotherapists


New Measures

Video - Background




Session Created Notification Toast

When a session is created, a green toast message appears in the top right corner to inform the user that the action was successful. We've added additional information to this message, so if a client has notifications enabled, you will now see a confirmation that the notification was sent as well.

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Appointment Confirmations

Appointment Reminders - Additional Time Options

As we have gathered more information about our user's cancellation policies, we identified a need for more time options on appointment reminders, so your clinic can recoup late cancel fees where applicable.  

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Appointment Reminders

Hide Attendance Types

Once sessions are cancelled, they can take up unnecessary space on calendars. Especially for Group clinics with large volume of cancellations, having Cancelled Appointments persistently displayed on the calendar can impact usability. We've added an additional calendar setting that allows you to hide specified attendance statuses from the calendar view so that the calendar appears more organized and less overwhelming.

Learn More 

Calendar Settings


Add District of Colombia (DC) to Intake Forms

Previously when clients who reside in DC were filling in their address on an intake form, they were unable to select District of Colombia from the State dropdown. We've added this option so that clients can accurately enter their addresses and it will populate to the client profile.

Learn More

Create A Form

US Insurance

Superbill Shortcuts and Customization

We've added more places in Owl where you can create or customize a Superbill, to make it easy for you to provide these documents to your out-of-network clients and help them get reimbursed. 

1. The Payment Actions menu on the session modal will now show "View Superbill" if a Superbill has already been generated for that session

2. When sending a Superbill, the e-mail message is now customizable, similarly to other invoice and receipt e-mails 

3. Added a Create Superbill Shortcut to Client Profile > Actions, and Workflow > Actions

Additional ICD-10 Codes

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

Z63.1 Problems in Relationship with spouse or partner
Z62.82 Parent-Child conflict
Z62.2 Upbringing away from parents
Z62. Problems related to upbringing
Z63.4 Disappearance and Death of family member
R48.2 - Apraxia
R13.1 - Dysphagia
R63.31 - Acute Pediatric Feeding Disorder and R63.32 Chronic Pediatric Feeding Disorder
R47.1 - Dysarthria
R48.8 - Other Symbolic Dysfunction
G20 Parkinson's Disease
R48.8 Other symbolic dysfunctions
R41.841 Cognitive-communication deficit
G31.84 Mild cognitive impairment
R47.1 Dysarthria and anarthria
R13.11 Dysphagia, oral phase
R13.12 Dysphagia, oropharyngeal phase
R13.13 Dysphagia, pharyngeal phase
R48.8: Language Deficits Related to an Organic or Medical Condition. Other Symbolic Dysfunctions, such as Auditory Processing Disorder, cognitive language disorders, and executive function impairment due to organic or neurological conditions.
315.2 Unspecified Specific Learning Disorder (no letter in the front of code)
F81.1 Specific Impairments in Written Expression
H93.25 Central auditory processing disorder
R63.3: Feeding Difficulties
Z55.0 Illiteracy and low-level literacy
Z55.1 Schooling unavailable and unattainable
Z55.2 Failed school examinations
Z55.3 Underachievement in school
Z55.4 Educational maladjustment and discord with teachers and classmates
Z55.5 Less than a high school diploma
Z55.8 Other problems related to education and literacy
Z55.9 Problems related to education and literacy, unspecified
Z56.0 Unemployment, unspecified
Z56.1 Change of job
Z56.2 Threat of job loss
Z56.3 Stressful work schedule
Z56.4 Discord with boss and workmates
Z56.5 Uncongenial work environment
Z56.6 Other physical and mental strain related to work
Z56.8 Other problems related to employment
Z56.81 Sexual harassment on the job
Z56.82 Military deployment status
Z56.89 Other problems related to employment
Z56.9 Unspecified problems related to employment
Z57.0 Occupational exposure to noise
Z57.1 Occupational exposure to radiation
Z57.2 Occupational exposure to dust
Z57.3 Occupational exposure to other air contaminants
Z57.31 Occupational exposure to environmental tobacco smoke
Z57.39 Occupational exposure to other air contaminants
Z57.4 Occupational exposure to toxic agents in agriculture
Z57.5 Occupational exposure to toxic agents in other industries
Z57.6 Occupational exposure to extreme temperature
Z57.7 Occupational exposure to vibration
Z57.8 Occupational exposure to other risk factors
Z57.9 Occupational exposure to unspecified risk factor
Z59.0 Homelessness
Z59.01 Sheltered homelessness
Z59.02 Unsheltered homelessness
Z59.1 Inadequate housing
Z59.2 Discord with neighbors, lodgers and landlord
Z59.3 Problems related to living in residential institution
Z59.4 Lack of adequate food
Z59.41 Food insecurity
Z59.48 Other specified lack of adequate food
Z59.5 Extreme poverty
Z59.6 Low income
Z59.7 Insufficient social insurance and welfare support
Z59.8 Other problems related to housing and economic circumstances
Z59.81 Housing instability, housed
Z59.811 …… with risk of homelessness
Z59.812 …… homelessness in past 12 months
Z59.82 Transportation insecurity
Z59.86 Financial insecurity
Z59.87 Material hardship
Z59.89 Other problems related to housing and economic circumstances
Z59.9 Problem related to housing and economic circumstances, unspecified
Z60.0 Problems of adjustment to life-cycle transitions
Z60.2 Problems related to living alone
Z60.3 Acculturation difficulty
Z60.4 Social exclusion and rejection
Z60.5 Target of (perceived) adverse discrimination and persecution
Z60.8 Other problems related to social environment
Z60.9 Problem related to social environment, unspecified
Z62.0 Inadequate parental supervision and control
Z62.1 Parental overprotection
Z62.2 Upbringing away from parents
Z62.21 Child in welfare custody
Z62.22 Institutional upbringing
Z62.29 Other upbringing away from parents
Z62.3 Hostility towards and scapegoating of child
Z62.6 Inappropriate (excessive) parental pressure
Z62.8 Other specified problems related to upbringing
Z62.81 Personal history of abuse in childhood
Z62.810 Personal history of physical and sexual abuse in childhood
Z62.811 Personal history of psychological abuse in childhood
Z62.812 Personal history of neglect in childhood
Z62.813 Personal history of forced labor or sexual exploitation in childhood
Z62.819 Personal history of unspecified abuse in childhood
Z62.82 Parent-child conflict
Z62.820 Parent-biological child conflict
Z62.821 Parent-adopted child conflict
Z62.822 Parent-foster child conflict
Z62.89 Other specified problems related to upbringing
Z62.890 Parent-child estrangement NEC
Z62.891 Sibling rivalry
Z62.898 Other specified problems related to upbringing
Z62.9 Problem related to upbringing, unspecified
Z63.0 Problems in relationship with spouse or partner
Z63.1 Problems in relationship with in-laws
Z63.3 Absence of family member
Z63.31 …… due to military deployment
Z63.32 Other absence of family member
Z63.4 Disappearance and death of family member
Z63.5 Disruption of family by separation and divorce
Z63.6 Dependent relative needing care at home
Z63.7 Other stressful life events affecting family and household
Z63.71 Stress on family due to return of family member from military deployment
Z63.72 Alcoholism and drug addiction in family
Z63.79 Other stressful life events affecting family and household
Z63.8 Other specified problems related to primary support group
Z63.9 Problem related to primary support group, unspecified
Z64.0 Problems related to unwanted pregnancy
Z64.1 Problems related to multiparity
Z64.4 Discord with counselors
Z65.0 Conviction in civil and criminal proceedings without imprisonment
Z65.1 Imprisonment and other incarceration
Z65.2 Problems related to release from prison
Z65.3 Problems related to other legal circumstances
Z65.4 Victim of crime and terrorism
Z65.5 Exposure to disaster, war and other hostilities
Z65.8 Other specified problems related to psychosocial circumstances
Z65.9 Problem related to unspecified psychosocial circumstances

Telus eClaims - Psychotherapists

Our TELUS eClaims integration now supports Psychotherapists, meaning those types of practitioners can create a provider profile, begin submitting claims, and receiving payments! 

Learn More
Telus eClaims Setup


Group Edition

Form Completion E-mails

To give group clinics more flexibility, we've added an additional setting option to direct form completion notification e-mails to the practice e-mail, instead of the individual therapist. Look for this option under Therapist settings, and configure how you would like to be notified. The default option will send to the Primary Therapist

Configure Therapist Access to Client Exports

We understand that some colleges may have different requirements around access to data exports, so we're allowing you to configure whether Therapists within a group practice have access to download client exports. As a practice Owner, navigate to Settings > Practice Details > Therapist Settings to configure this option to suit the needs of your practice 

Customize Therapist Access to Notes

In order to protect the confidentiality of a client who is being seen by more than one therapist at a practice, we now offer the option to lock session notes so that they can only be viewed by the author of the note and their supervisor if applicable. As a practice owner, navigate to Settings > Practice Details > Therapist Settings to toggle this option to No if necessary. 

New Measures

Measures are exclusive to Professional (CAD) and Owl Pro (US) plans. Contact us to upgrade.

-Add Self Compassion Scale (SCS)

Source: https://self-compassion.org/wp-content/uploads/2021/03/SCS-information.pdf

- Add Scale of Body Connection (SBC)

Source: https://www.ncbi.nlm.nih.gov/pmc/articles/PMC5640211/

- Challenging Experience Questionnaire (CEQ)

Source: https://www.ncbi.nlm.nih.gov/pmc/articles/PMC5549781/

- Emotion Regulation Questionnaire (ERQ)

Source: https://www.ocf.berkeley.edu/~johnlab/pdfs/ERQ.pdf

- Ego Dissolution Inventory (EDI)

Source: https://www.ncbi.nlm.nih.gov/pmc/articles/PMC4906025/#s2title

- Emotional Breakthrough Inventory (EBI)

Source: https://static1.squarespace.com/static/5275c87fe4b04aa465eca0d7/t/5d7832aaac852b7b2903d846/1568158379134/Emotional+Breakthroughs+and+Psychedelics+--+Roseman%2C+et.+al..pdf

- Acceptance and Action Questionnaire (AAQ2) 

Source: https://novopsych.com.au/assessments/formulation/acceptance-and-action-questionnaire-version-2-aaq-2/

- Add 3-item version of Craving Scale (OCS-3)

Source: https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7736220/

- Psychological Insight Questionnaire (PIQ)

Source: https://journals.sagepub.com/doi/full/10.1177/0269881120967878

- Stanford Expectations of Treatment Scale (SETS)

Source: https://www.researchgate.net/publication/233738800_Development_of_the_Stanford_Expectations_of_Treatment_Scale_SETS_A_tool_for_measuring_patient_outcome_expectancy_in_clinical_trials

- Quick Inventory of Depressive Symptomatology (QIDS)

Source: https://med-fom-ubcsad.sites.olt.ubc.ca/files/2013/11/QIDS-SR.pdf

- Watts Connectedness Scale (WCS)

Source: https://link.springer.com/article/10.1007/s00213-022-06187-5

- Psychological Insight Scale (PIS)

Source: https://journals.sagepub.com/doi/full/10.1177/02698811211066709?rfr_dat=cr_pub++0pubmed&url_ver=Z39.88-2003&rfr_id=ori%3Arid%3Acrossref.org

- 5D-ASC Scale

Source: https://www.ncbi.nlm.nih.gov/pmc/articles/PMC5420386/#:~:text=The%205D%2DASC%20scale%20was,order%20scales%20(Studerus%20et%20al.


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Sending Measures To Clients

Video - Background

Owl Video only available with the Professional (CAD) or Owl Pro (US) plans. Contact us to upgrade.

To help reduce distractions on Owl Video Sessions, we've added the (highly requested!) option to apply a background blur or image. You can find this option in the Call Settings menu, either before joining, or while on the call. 

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Hosting a Video Session


Billing Contact Details 

In order to ensure all billing related communications are sent to the appropriate point of contact, we have added an additional setting for a billing contact under Subscription > Billing. This is filled in by default with your practice information, but do be sure to check to make sure you don't miss any important messages from Owl regarding your subscription. 

Hide Client Info on Financial Documents

Certain insurance providers, like EAPs, may request financial documents without any client details. We've added an additional option on PDF Preview modals to allow you to Show/ Hide client information on the document before you send it. 

Allow Admins to access Stripe

At clinics where the Admin helps to manage payments and reconciliation, they may need access to the Stripe dashboard, exports, and settings so that they can compare deposits with bank records. A clinic owner can now navigate to Settings> Practice Details > Admin Settings to enable this option if required; it will be set to No by default. 

Learn More
Managing your Stripe connected account

Get Help

To streamline our support processes and save time for our users, the "E-mail our team" form within the app now includes a couple of additional options:

  • If your issue pertains to a specific client profile(s), you can list the affected client IDs in a textbox, which our team will receive along with your message
  • Occasionally when an issue is specific to your clinic, we may need to access your account to diagnose the problem. You can grant permission for the Owl team to do so by checking the box on the form - we will always access using Privacy Mode so that no client PHI is revealed