General Overview of Forms

Transform your intake process with Owl Online Intake and Consent Forms!

If you have ever struggled to manage the initial paperwork of a new client, you know how valuable streamlining that process can be. Not only should the intake process be simple for you, it should also be straightforward for your clients.

Owl’s Online Intake and Consent Forms empower you to create a customized digital intake process that is convenient, professional, and secure.

Owl Forms are completed in Owl’s secure and PHI compliant Client Portal, so you can rest assured that they are protected under the same security measures. These articles cover Owl security in more detail.

Owl Forms are designed for Intake and Consent Forms only. We do not yet advise using them for client homework or progress forms.

This area of the Resource Centre will review the basics of Online Intake and Consent Forms:
If you are not yet using the Client Portal feature set with your Owl Practice account, you will need to upgrade your monthly plan to use Owl Forms. Please review our Pricing Page or contact us for more information.

As always, please contact us with any questions!