Step 5 - Granting Access

Once you are ready to have your team start using Owl, you will supply them with the access information you set up in Step 1. 

You will need to supply them with their login information in an email or in person. Include in this communication: 
 

Here is one example of what that email might look like. 
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Training in Owl is self-guided, as your exact use cases may be unique to your practice. We are more than happy to schedule an onboarding session with your staff to walk through the basics of billing, note writing, and client record management.