Owl Practice Suite Help Center

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Owl Practice Suite Help Center

Billing, Payments, & Insurance

Billing, Payments, & Insurance

All the tools needed to manage billing successfully: from invoices for charges, outstanding balances, secure payments & recording payment

Billing

Managing & Reconciling Autopay Transactions

Late Cancel and No Show Pricing Rules

Split Session Charges

Financial Adjustments

Generating Invoices Manually

Delivering Financial Documents to Clients

Account Summaries

Receipts

Non-Session Charges

Repairing Billing Errors

Managing Sliding Fee Scales with Service Fee Discounts

Taxes in Owl

Payment Reminders

Outstanding Balances - Marking Bad Debt

Owl Billing 101

Outstanding Balances - Manually Allocating Payments

Invoice Methods: Auto Invoice or Bill Manually

Managing Bill-To Parties

Payment Preferences: Process Manually or Automatically

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Insurance

Getting Started: Create your Insurance Profile

Owl Integrated Insurance Overview

Get Connected: Insurance Payer Enrollment

Client Setup: Add Coverage & Benefit Verification

Submit Insurance Claims

CPT Code 90832

CPT Code 90834

CPT Code 90837

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Superbills

What is a Superbill?

Creating Superbills

Setting up Your Account for Superbills

Sending Superbills

Stripe Payments

What is PCI Compliance?

Frontline Compliance: Dos and Don'ts

Stripe Payments: our new integrated payments solution

Stripe Payouts and Reporting

Adding Client Payment Methods for Stripe

Get Started Using Stripe Payments

Removing or Updating Client Payment Methods

Processing Transactions

Stripe Integrated Payments Dashboard

Refunding Transactions

[CAD] Get Started Using Owl's Integrated Payments by Stripe

[CAD] Owl Stripe Connect: our new integrated payments solution powered by Stripe

[CAD] Removing, Updating or Sharing Client Payment Methods

[CAD] Adding Client Payment Methods for Stripe

[CAD] Manually Processing Transactions via Stripe

[CAD] Processing Refund Transactions

[CAD] Payouts and Reporting

[CAD] Stripe Integrated Payment Processing Fees

[CAD] Managing your Owl Stripe Connect Account

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Owl Payments (Stax)

Transaction Reconciliation with Stax

Payouts & Reporting (Stax)

Owl Payments (Stax) Console

Adding Payment Methods (Stax)

Owl Payments (Stax) Overview

Chargebacks (Stax)

PCI Compliance

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Refunds

How Do I View the Refunds I've Processed?

How Do I Process a Refund When Credit Has Been Used?

How Do I Process a Refund?

Refund Transactions - When Do You Use Them?

Refunds - Correcting Errors

Refund Reporting

Refunds on Credit Generating Transactions

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Client Portal

Enabling Online Payment Method Pre-Authorization

Online Payment Method Pre-Authorization Overview

Client View: Payment Details

CA Insurance

Setup

Client Coverage

Creating a Claim Request