Therapist Grades

Therapist Grades allow you to charge different fees for the same service for different types of therapists within your group practice.  You can find the Therapist Grades view under Settings.

Assigning a Therapist Grade to each type of practitioner, and then setting up a corresponding Service & Fee, will ensure that when they are scheduling clients they will only see the appropriate Services & Fees assigned to their specific grade. To learn more about Service & Fees, see this article here.

Creating New Grades 

• Head to Settings > Therapist Grades.
• Select the plus icon in the top right.

• Give the grade a name (the type of practitioner).

• Select Save.

Assigning Therapists a Grade

Once you have created your therapist grades, you will need to assign each therapist a grade: 

• Head to Settings > Therapists.
• Select the checkbox next to the therapist's name for whom you are adding the grade.  This opens Owl's green edit bar at the top of the list. Select the Edit button to open the "Edit Therapist Window."

• You can specify their Therapist Grade here using the dropdown menu, which will have the grades you just set up available. Be sure to press the green Update Therapist button to save your work.

When this therapist logs in, they will only be able to schedule sessions using the services assigned to their grade.