owlpracticesuite Knowledge Base

Étape 2 - Paramètres essentiels

Published February 4th, 2025 by Kate Anderson

Bienvenue dans votre compte Chouette ! Lorsque vous vous connectez pour la première fois à Chouette, vous arrivez sur le calendrier. Avant de commencer à programmer des sessions, nous devons configurer quelques détails. Dans la barre de navigation, cliquez sur Paramètres. Première étape : Commencez par les détails de votre pratique Les détails de la

Étape 1 - S'identifier

Published February 4th, 2025 by Kate Anderson

Avant de commencer à utiliser Chouette, vous devez maîtriser la procédure de connexion. La connexion à Chouette se fait en deux étapes. Tout d'abord, vous devez visiter votre URL personnalisée. Ensuite, vous devez saisir votre adresse électronique et votre mot de passe. Rendez-vous à l'adresse du site Web (URL) que vous avez choisie pour votre compt

Étape 5 - Programmation des sessions

Published February 4th, 2025 by Kate Anderson

Pour commencer à réserver des clients, vous devez les programmer dans votre calendrier. Pour créer une consultation, vous avez besoin de deux éléments : un nom de client et un service. Rendez-vous dans votre Calendrier de Chouette ! Cliquez sur la date et l'heure auxquelles vous souhaitez programmer la consultation. La fenêtre Créer une consultation

Late Cancel and No Show Pricing Rules

Published February 4th, 2025 by Kate Anderson

Fee percentages for Late Cancellation and No Show sessions can now be applied to each service in the Service List. The fee percentage feature will allow you to automatically invoice clients for Late Cancellation and No Show sessions at a rate of your choosing. To add a Late Cancellation or No Show percentage fee to a service, go to Settings > Se

Payment Reminders

Published February 4th, 2025 by Kate Anderson

You are now able to send outstanding payment reminders to your clients from both the client profile and the workflow tab. To send the outstanding payment reminder from the client's profile: Select Finances > Invoices Select the checkbox next to an unpaid invoice Click the "Send Payment Reminder" button To send an outstanding payment reminder to

Documents et dossiers du client

Published February 4th, 2025 by Kate Anderson

Documents du client Vous pouvez à tout moment télécharger des documents ou des fichiers dans le profil d'un client en ouvrant son profil et en cliquant sur l'option Documents dans la barre latérale. Tous les types de documents peuvent être téléchargés ici, y compris Word, Excel, PDF, PPT, Images : PNG et JPEG, les vidéos, les GIF. Télécharger un doc

Rappels de rendez-vous

Published February 4th, 2025 by Kate Anderson

Les rappels de rendez-vous sont des courriels ou des messages SMS qui sont envoyés à vos clients avant leurs sessions. Cette fonction est facultative et est désactivée par défaut lorsque vous ajoutez un nouveau client. Si vous prévoyez d'utiliser les rappels de rendez-vous, il y a deux étapes à suivre pour les configurer correctement : Rédigez vos m

Payment Preferences: Process Manually or Automatically

Published February 4th, 2025 by Kate Anderson

In order to ensure your clinic receives payment for services rendered in a timeline manner, we recommend taking advantage of our Stripe payment integration. This allows you to save a payment method on file for your clients, either credit card or bank account, and process charges without the card being present. Detailed below are the two methods for

Bienvenue à la réservation en ligne

Published February 4th, 2025 by Kate Anderson

Ce guide de démarrage rapide vous accompagnera dans la configuration de votre réservation en ligne. Veuillez suivre le guide dans l'ordre, en utilisant les flèches à la fin de chaque article pour naviguer vers l'étape suivante. N'hésitez pas à nous contacter si vous avez des questions, nous serons heureux de vous aider ! Curieux de savoir ce qui ren

Reçus

Published February 4th, 2025 by Kate Anderson

Une fois que vous avez facturé une consultation et qu'un client vous a payé, vous devez enregistrer ce paiement dans Chouette et générer un reçu pour le client. Comme pour la facturation automatique, vos reçus seront générés automatiquement dès que vous enregistrez un paiement. Cet article passe en revue : Enregistrement précis d'un paiement Crédits

Utilisation des mesures avec les clients

Published February 4th, 2025 by Kate Anderson

Lorsqu'une mesure a été envoyée à un client, il/elle recevra un courriel contenant un lien qui lui permet de la compléter. Le client peut cliquer sur le lien d'une mesure pour la compléter en ligne. Une fois qu'il a répondu à toutes les questions, il pourra cliquer sur le bouton Soumettre pour envoyer sa copie remplie à la clinique. Remarque : une m

Notes de séance Vue d'ensemble

Published February 4th, 2025 by Kate Anderson

Une fois qu'une session est terminée, vous devrez ajouter une note à la session pour garder une trace de votre historique avec ce client. Dans ce guide, vous apprendrez à Ouverture d'une note de séance Utiliser l'éditeur de notes Importer une note précédente dans la note actuelle Appliquer un modèle de note à partir de vos modèles de pratique Assoc

Managing Supervisors Using Owl - Solo Edition

Published February 3rd, 2025 by Kate Anderson

Due to the varied nature of supervision in the mental health industry, different practitioners require different forms of supervision documentation. Owl Practice's Supervision feature is flexible enough to be used for any supervisory relationship. This guide reviews how Solo practices will use Owl's Supervisor feature. There are two common superviso

Session Notes Overview

Published February 4th, 2025 by Kate Anderson

Once a session is completed, you'll need to add a note to the session to keep track of your history with that client. Opening a Session Note To give you the most flexible workflow, there are three different places in Owl where you can write your session notes: The Calendar The Client Account The Workflow To open and work on a session note from the

Configuring Locations

Published February 3rd, 2025 by Kate Anderson

To setup a new location at your practice, go to Settings and click on the Locations option. Click the green "Add" button at the bottom of the page and you will be prompted to input the details of a new location. The location must have a Location Name, Email Address, Phone Number, and complete Address. Once you've input all of the informat

Managing Video Recordings in Workflow

Published February 4th, 2025 by Kate Anderson

Accessing Recordings: After a Therapist ends a video session where some or all of the session was recorded, the recording will be transcoded, and then it becomes available in their Workflow section under the new Recording tab. Rest assured that your recordings are securely stored on AWS servers, complying with HIPPA legislation for privacy and data

Service Fee Taxes

Published February 4th, 2025 by Kate Anderson

Owl Practice allows you to set up your tax rate on a service by service basis. This allows you to charge different taxes for different services. Once you set your taxes up, they will be included on all invoices and receipts for that service in the future. There are two steps to setting up your taxes: Configure Your Tax Settings If you plan on us

Mental Health CPT Codes

Published February 4th, 2025 by Kate Anderson

Psychotherapy 90832: Psychotherapy, 30 minutes with patient. 90834: Psychotherapy, 45 minutes with patient. 90837: Psychotherapy, 60 minutes with patient. 90839: Psychotherapy for crisis, first 60 minutes. 90840: Psychotherapy for crisis, each additional 30 minutes (add-on code). Family Psychotherapy 90846: Family psychotherapy (without the patient

Practice Documents

Published February 4th, 2025 by Kate Anderson

You can use the Practice Documents section of Owl to easily store and access any clinical documents you wish. You can create a repository of the internal clinical documents, setting up your own system of folders and subfolders for optimal organization. You can use Practice Documents to store commonly shared documents which multiple staff members ref

Uploading Practice Documents

Published February 4th, 2025 by Kate Anderson

You can upload a document by clicking the Add Document button. You will be prompted to search through your computer's directory for the document. You can also upload documents by dragging and dropping them from your computer directly into the Practice Documents section. When you upload a document, by default it will be nested within the folder for

Étape 6 - Rédiger une note de consultation (French - Canada)

Published February 4th, 2025 by Kate Anderson

Chaque consultation que vous réservez fera l'objet d'une note de consultation unique dans Chouette. Vous pouvez travailler sur cette note de consultation pendant votre consultation ou après, selon votre préférence ! Vous pouvez également signer votre note de consultation à l'aide de votre signature numérique. Il existe trois façons de trouver et de

Envoi d'un courriel en masse à tous les clients

Published February 4th, 2025 by Kate Anderson

Si vous avez besoin d'envoyer un courriel en masse à tous vos clients, vous pouvez obtenir une liste des adresses courriels de vos clients à partir de votre compte Chouette en allant dans Tableau de bord > Exporter les données, et en descendant jusqu'au bas de la page. Vous y trouverez un rapport intitulé Exportation le client. En cliquant sur le

Glossary of Health Insurance Terms in the United States

Published February 4th, 2025 by Kate Anderson

Affordable Care Act (ACA): A federal law enacted in 2010 aimed at improving access to health insurance, expanding Medicaid, and preventing insurance companies from denying coverage due to pre-existing conditions. Allowed Amount (AKA: Eligible Expense, Payment Allowance, Negotiated Rate, Contracted Amount, or Contractual Agreement): The maximum amoun

Étape 4 - Ajouter un service

Published February 4th, 2025 by Kate Anderson

Les services sont les différents types de consultations que vous proposez, ainsi que les tarifs, la durée et les taux d'imposition associés à ces consultations. Lorsque vous vous connectez à Chouette pour la première fois, aucun service n'est configuré. Cela est dû au fait qu'un service est différent pour chaque thérapeute. Par exemple, un psycholog

Supervisors - Using the Workflow to Monitor Session Notes

Published February 4th, 2025 by Kate Anderson

As a supervisor for a therapist who is using Owl, you will need to digitally sign their session notes. Your supervisee will work with the Owl team to ensure that your account is configured correctly, and you may need to supply a digital copy of your signature to you supervisee. Once that is all set up, you are ready to log in to Owl and review notes

Processing Refund Transactions

Published February 4th, 2025 by Kate Anderson

Refunds are processed based on receipts and can only be processed from within a receipt. If a payment has been recorded using a credit card or bank account connected via Stripe, it can be refunded the same as any other transaction. There are two ways that you can view a receipt to process a refund: By going to the Client’s Profile > Finances and

Paramètres

Published February 4th, 2025 by Kate Anderson

Une fois que vous êtes passé à la version Premium, vous pouvez activer votre calendrier de réservation en ligne pour que vos clients puissent y accéder. Pour activer votre réservation en ligne : Allez dans Paramètres > Thérapeutes > Cochez la case à côté de votre nom > Cliquez sur Modifier. Faites défiler vers le bas jusqu'au sous-titre Por

J'ai besoin d'envoyer une capture d'écran de quelque chose dans Chouette à l'équipe de support

Published February 4th, 2025 by Kate Anderson

Si vous rencontrez des difficultés dans Chouette, ou si vous avez des questions auxquelles vous ne trouvez pas de réponse, nous tenons à ce que vous sachiez que vous pouvez toujours contacter notre équipe d'assistance. Cependant, il peut arriver que vous ayez une question ou que vous rencontriez une erreur que vous avez du mal à expliquer ou po

Manually Processing Payment

Published February 4th, 2025 by Kate Anderson

Processing payment is simple and easy once a payment method has been saved on file to a client profile. When the client is ready to pay, simply click Record Payment like you normally would Next, click on the Payment Methods dropdown menu and you will see any credit cards or bank accounts that have been saved to the client’s record listed here in th

Note Templates Overview

Published February 4th, 2025 by Kate Anderson

Note Templates define the layout of your commonly-used notes. A template consists of a title, customizable content modules, and/or dynamic content modules. For many therapists, the template is the first thing they will select in the Note Editor when writing a session note (i.e. progress notes, treatment plans) or non-session note (i.e. psychotherapy

Client Setup: Add Insurance Coverage & Benefit Verification

Published February 4th, 2025 by Kate Anderson

Confidently manage your clients provided insurance coverage with our coverage and verification feature by accessing comprehensive plan information such as copays, deductibles, and deductible status directly from your client's profile. Step 1: Log in to Owl Practice access your Owl Practice account using your credentials. Step 2: Navigating to Clien

December 19th, 2024 Edition

Published February 4th, 2025 by Kate Anderson

Create/Edit Session - add service Create Claim - service units for 15 min CPT codes Field to populate Check/EFT # View Session - UI updates to Fee Summary and Service details The Void action has been removed from Deductible claims Stripe - Industry guide for HSA/FSA cards Various Bug Fixes Create/Edit Session - add service US users now have the abil

Viewing and Editing Practice Documents

Published February 4th, 2025 by Kate Anderson

From the Practice Documents main page you can click into the folder and sub-folders to view any documents you wish, per your assigned user role and permissions. When you're in the Practice Documents section of Owl, you can click the vertical dot icon next to any folder or document that you see to open a menu of actions that can be performed. The opt

What Is The Workflow And How Do I Navigate It?

Published February 4th, 2025 by Kate Anderson

The Workflow is an invaluable tool for you. Owl Practice organizes all of the administrative tasks that you need to accomplish for your practice in an area called the Workflow. The Workflow is separated by the type of task you need to accomplish, and each section is collapsible so you can focus on the task at hand. By default, your workflow is sort

Étape 3 - Ajouter et gérer des clients

Published February 4th, 2025 by Kate Anderson

Chouette organise tous vos clients dans un système central, connu sous le nom de Clients dans la barre de navigation. Voici comment gérer cette liste : Pour ajouter un client : Cliquez sur l'icône Ajouter un client à partir de n'importe quel endroit dans Chouette. Remplissez tous les détails pertinents. Le nom du client et le thérapeute sont les seu

Invoice Methods: Auto Invoice or Bill Manually

Published February 4th, 2025 by Kate Anderson

Invoices are financial documents used to demonstrate balance owed by a client for services rendered. Invoices are generated for every billable item. They are supplied to clients to request that they pay for your services. Owl's Two Invoicing Methods There are two invoice creation in Owl. You can choose a preferred invoicing method for your entire c

Octroi de l'accès au portail client

Published February 4th, 2025 by Kate Anderson

Il existe deux méthodes pour accorder aux clients l'accès au portail client pour vos sessions vidéo : Le thérapeute fournit ses références Inscription dirigée par le client Le thérapeute fournit ses références Cette méthode permet au thérapeute de configurer l'accès pour le client : Allez dans la fiche client > Contact et clinique > Détails du

Consultations pour couples et familles

Published February 4th, 2025 by Kate Anderson

Owl Video prend en charge les consultations individuelles, de couple et de famille. Pour les couples ou les familles, il est important de lier les comptes et d'avoir tous les participants concernés listés dans la session que vous créez. Lorsque plusieurs participants sont connectés à une consultation et qu'il s'agit d'une consultation vidéo, chaque

Submit Insurance Claims

Published February 4th, 2025 by Kate Anderson

Managing and tracking insurance claims is crucial for ensuring timely reimbursement for services provided. Follow these steps to create and track claims within the Owl Practice EHR application. Step 1: Log in to Owl Practice access your Owl Practice account using your credentials. Step 2: Navigating to Client Claims Once logged in, navigate to the

Adding Client Payment Methods

Published February 4th, 2025 by Kate Anderson

Once you’ve connected your Stripe account with Owl, you can easily add credit cards or bank accounts to your client records for payment processing. Adding a Credit Card Search for the client and open their Client Profile Click into Contact & Clinical > Payment Methods: Click the Add Payment Method button at the bottom of this page A window w

Présentation générale et barre d'édition

Published February 4th, 2025 by Kate Anderson

La zone des paramètres est l'endroit où vous personnaliserez votre compte Chouette. Elle est divisée en différentes zones et ce guide de la FAQ passera en revue les options de personnalisation disponibles dans chaque zone. Fonctionnalité de la barre d'édition et enregistrement des mises à jour Vous verrez la fonctionnalité "barre d'édition" partou

Chouette dit que mon navigateur n'est plus à jour ou qu'il n'est pas pris en charge

Published February 4th, 2025 by Kate Anderson

Si vous vous connectez à Chouette et que vous voyez ce message, cela signifie que la version du navigateur que vous utilisez actuellement n'est pas officiellement prise en charge. Bien que nous fassions de notre mieux pour prendre en charge tous les navigateurs et versions de navigateurs couramment utilisés, nous n'étendons pas cette prise en charge

Liste des mesures cliniques

Published February 4th, 2025 by Kate Anderson

Pour voir toutes les mesures qui ont été incorporées dans votre compte, allez dans Gérer > Mesures. Vous verrez une liste de toutes les mesures cliniques incluses dans Chouette. Il y a 87 mesures cliniques différentes qui sont disponibles pour les cliniques Chouette. Par défaut, toutes les mesures sont actives pour votre compte et le filtre Actif

Reporting - Refund

Published February 4th, 2025 by Kate Anderson

All of the refunds that have been processed will be logged in the Refunds Export. Access this export by going to Dashboard > Data Exports and scrolling to the bottom of the page. The export can be filtered to report data for a date range of your choosing, and will download as a .CSV file that can be opened using data programs like Excel or N

Repairing Billing Errors

Published February 4th, 2025 by Kate Anderson

Occasionally, you may make an error on an invoice or a receipt. Be it incorrect session times, amount charged, or the wrong attendees listed, mistakes happen! You cannot edit any invoices or receipts once they have been created in Owl - this is to protect the integrity of your financial documents. This means that to repair an error in an invoice o

Session Notes for Supervisors

Published February 4th, 2025 by Kate Anderson

If you are a supervisor whose supervisee uses Owl, you can have access to their Owl account to review and sign session notes! Your supervisee writes and signs their session notes in Owl. Instead of printing or exporting them, once they are signed they will be "submitted" to your new Owl log in to review and sign as well. This allows you to manage s

Stripe Payments: our new integrated payments solution

Published February 4th, 2025 by Kate Anderson

Two industry leading providers, one connected solution! Owl Practice has been partnered with Stripe since 2018 to provide private practice clinicians with a seamless payments integration that facilitates secure electronic credit card processing. The connection provides clinicians with the convenience of accessing everything you need for payments and

Get Connected: Insurance Payer Enrollment

Published February 4th, 2025 by Kate Anderson

Simply submit your request, and let our team handle the rest. Follow these steps to start submitting claims and getting paid for therapist services. Step 1: Log in to Owl Practice access your Owl Practice account using your credentials. Step 2: Navigating to Insurance within your Practice Details settings Once logged in, navigate to the Settings se

Rappels

Published February 4th, 2025 by Kate Anderson

Chouette peut envoyer des rappels par textos et par email à vos clients pour leurs consultations. Cette section de vos paramètres vous permet de personnaliser exactement le contenu de ces rappels. Pour ce faire, vous utiliserez les macros de rappel de rendez-vous du Chouette ! Une "macro" est un code que Chouette remplira avec les informations corre

Partage d'écran

Published February 4th, 2025 by Kate Anderson

Chouette propose désormais le partage d'écran ! Vous pouvez partager votre écran avec votre client pendant la séance, ou le client peut partager son écran avec vous. Pour partager l'écran, cliquez sur le bouton Plus puis sur Partager l'écran dans le panneau Actions. Remarque : cette fonction n'est disponible que sur les ordinateurs de bureau ou port

Notes consultation pour les superviseurs

Published February 4th, 2025 by Kate Anderson

Si vous êtes un superviseur dont la personne supervisée utilise Chouette, vous pouvez avoir accès à son compte Chouette pour réviser et signer les notes de consultation. La première étape consiste à créer votre propre profil d'utilisateur. Demandez à votre superviseur de configurer votre profil dans Chouette. Une fois que votre compte est prêt, votr

Présentation générale du portail client

Published February 4th, 2025 by Kate Anderson

Le portail client est un ensemble de fonctionnalités utilisées pour interagir avec les clients. Il comprend Réservation en ligne Formulaires d'admission et de consentement Messagerie sécurisée du client Mesures cliniques Toutes les interactions avec les clients sont hébergées sur les serveurs sécurisés et conformes de Chouette. Pour en savoir plus s

Méthodes de facturation : Facture automatique ou facture manuelle

Published February 4th, 2025 by Kate Anderson

Les factures sont des documents financiers utilisés pour justifier le solde dû par un client pour des services rendu. Les factures sont générées pour chaque élément facturable. Elles sont remises aux clients pour leur demander de payer vos services. Les deux méthodes de facturation de Chouette Il existe deux méthodes de facturation dans Cho

Handwritten Notes

Published February 4th, 2025 by Kate Anderson

Owl's Handwritten Notes feature allows you to attach notes written with a stylus to any Session or Non-Session Note in your practice! Handwritten Notes are a great option for practitioners who prefer to write their session notes by hand, or supplement their Session Notes with additional images or diagrams. Read on to learn all about creating and man

Guide du client

Published February 4th, 2025 by Kate Anderson

Lorsque le moment est venu de rejoindre votre rendez-vous vidéo, vous devez vous connecter à votre compte sur le portail client et aller dans Mon compte. Vous verrez un bouton Rejoindre à côté de votre réservation sur lequel vous pourrez cliquer pour rejoindre l'appel vidéo : Le bouton Rejoindre ne sera actif que 30 minutes avant l'heure de début pr

Activation des services

Published February 4th, 2025 by Kate Anderson

Déterminez quels services seront disponibles pour vos clients dans votre calendrier de réservation en ligne. Commencez par Paramètres > Services et frais. Vous pouvez choisir de créer un nouveau service ou de modifier vos services existants pour les ajouter à votre réservation en ligne. Avant de commencer à les ajouter, il est important de consid

Financial Adjustments

Published February 4th, 2025 by Kate Anderson

Owl's financial adjustments feature allows you to easily make changes to invoices without having to delete the invoice and recreate it, or having to delete entire sessions and reschedule to update the Amount Charged. Financial adjustments are useful when you have issued an invoice to a client and there is a dispute as to the Amount Charged. The cli

Comptes liés - Gestion des séances de thérapie de couple et de famille

Published February 4th, 2025 by Kate Anderson

Chouette dispose d'une fonction spécialement conçue pour les clients qui font de la thérapie de couple et de famille. Elle s'appelle Comptes liés et vous permet de relier deux ou plusieurs profils de clients entre eux. Les comptes liés vous permettent, en tant que thérapeute, d'avoir un historique clinique complet de vos clients dans leur dossier in

Lier la réservation en ligne à votre site web (French - Canada)

Published February 4th, 2025 by Kate Anderson

Votre calendrier de réservation en ligne est une URL unique, de la même manière que votre compte Owl est une URL unique. Vous pouvez inclure l'URL de votre réservation en ligne sur votre site web afin que vos clients puissent trouver votre calendrier. C'est aussi simple qu'un copier-coller ! Allez dans Paramètres > Portail client. Trouvez le sous

Détails de la pratique

Published February 4th, 2025 by Kate Anderson

Personnalisez ici les informations relatives à votre pratique. Ces informations seront utilisées sur vos documents financiers. Veillez à les compléter : Principes de base Coordonnées Adresse Logo Facturation Téléchargez votre logo sous Détails de la pratique en cliquant sur le bouton Choisir une image, et trouvez le fichier que vous utiliserez comme

Services et frais

Published February 4th, 2025 by Kate Anderson

Les services sont les différents types de sessions que vous proposez. Vous pouvez spécifier le prix, la durée et le taux d'imposition de vos services. Lorsque vous vous connectez à Chouette pour la première fois, aucun service n'est configuré. Cela s'explique par le fait qu'un service est différent pour chaque thérapeute. Par exemple, un psychologue

Personnalisation des options d'affichage

Published February 4th, 2025 by Kate Anderson

Utilisez la barre d'affichage du calendrier (en haut de votre calendrier) pour contrôler la façon dont vous visualisez votre calendrier. Sur le côté droit de la barre d'affichage du calendrier, vous avez la possibilité de changer entre les affichages Jour, Semaine et Mois du calendrier. Si vous avez configuré des salles dans Chouette, vous pouvez ég

Comment puis-je voir les détails importants concernant les clients directement à partir du calendrier ?

Published February 4th, 2025 by Kate Anderson

Chouette offre maintenant une zone de commentaires prioritaires pour vos clients qui peut être vue directement à partir du calendrier. Elle vous permet d'ajouter des commentaires importants, client par client, que vous pouvez voir dans la fenêtre de présentation de la session pour chaque session. Vous pouvez l'utiliser pour définir des alertes sur l

Aperçu des modèles de notes

Published February 4th, 2025 by Kate Anderson

Les modèles de notes définissent la présentation des notes les plus utilisées. Un modèle se compose d'un titre, des modules de contenu personnalisables et/ou des modules de contenu dynamiques. Pour de nombreux thérapeutes, le modèle est la première chose qu'ils sélectionnent dans l'éditeur de notes lorsqu'ils rédigent une note de session (c'est-à-di

Vidéo collaborative

Published February 4th, 2025 by Kate Anderson

La fonction Vidéo de Chouette a été mise à jour avec une nouvelle fonctionnalité qui rend plus facile que jamais la connexion de plusieurs participants à des sessions virtuelles. Vous pouvez désormais envoyer aux participants un lien direct vers la session vidéo sur lequel ils peuvent se connecter sans passer par le Portail Client. Vous pouvez toujo

Rappels pour les mesures

Published February 4th, 2025 by Kate Anderson

Si vous avez envoyé une mesure à un client mais il ne l'a pas encore terminée, vous pouvez lui envoyer un rappel. Allez dans Flux de travail > Mesures. Vous y trouverez une liste de toutes les mesures qui ont été envoyées aux clients, mais qui ne sont pas encore terminées. Vous verrez quand la mesure a été envoyée et si un rappel a déjà été envoy

Client Account Summary

Published February 4th, 2025 by Kate Anderson

The Account Summary tool can be used to quickly generate a full report of the client's sessions and charges within a date range specified by you. Account Summaries are created client by client, but they will include multiple attendee sessions. To generate an Account Summary: Go to the Client Account. In the left side Action Bar, click Client Sum

Ordonnance actuelle et historique des médicaments

Published February 4th, 2025 by Kate Anderson

L'onglet des médicaments du client permet de suivre les prescriptions passées et actuelles de vos clients. Cela permet d'obtenir une image plus claire de l'historique clinique de vos clients et de ses traitements antérieurs. Ces informations sont enregistrées dans le profil du client dans la section Coordonnées et clinique. Chouette a ajouté un nouv

Gestion des parties à facturer

Published February 4th, 2025 by Kate Anderson

Pour les clients que vous voyez en session mais qui facturent quelqu'un d'autre, vous utiliserez l'outil de facturation par défaut de Chouette. Cela vous permet de spécifier un autre contact ou un compte lié en tant que destinataire de la facture, ou la personne responsable du paiement, sur les factures et les reçus. Vous pouvez apprendre comment ma

Non-Session Charges

Published February 4th, 2025 by Kate Anderson

Non-Session Charges is a feature which allows you to document and create invoices for any fee you are giving to a client other than their session fees. You can specify that name of the fee, the cost, and automatically generate an invoice. You may use a Non-Session Charge for administration hours, reports, books, letters, or anything else you need t

Cercle de soins

Published February 4th, 2025 by Kate Anderson

Le Cercle de soins est un système dynamique de stockage des contacts qui vous permet de créer et de conserver des enregistrements précis de tous les contacts de chacun de vos clients. Chaque client dispose de son propre cercle de soins, constitué de contacts importants et de comptes liés. Ce guide vous aidera à mettre en place vos cercles de soins e

Problèmes de livraisons des courriels dans Chouette

Published February 4th, 2025 by Kate Anderson

Il y a deux raisons principales pour lesquelles vous pouvez rencontrer un problème de livraison d'un e-mail à un client dans Chouette - la première est que le client vous a fourni une adresse e-mail que les systèmes de vérification de Chouette ont jugée non livrable. Le second cas est celui où le domaine de messagerie utilisé par votre cabinet n'est

Visualisation et réception des formulaires

Published February 4th, 2025 by Kate Anderson

Dès que vous envoyez un formulaire à votre client, il apparaitra sous l'onglet Documents de son compte client. Vous pouvez à tout moment ouvrir le formulaire et consulter son état d'avancement. Pour consulter un formulaire : Accédez au compte client. Cliquez sur Documents. Le formulaire y figure. Cliquez sur les trois points à droite de chaque formu

Notes manuscrites

Published February 4th, 2025 by Kate Anderson

La fonction Notes manuscrites de Chouette vous permet d'attacher des notes écrites au stylet à n'importe quelle note de consultation ou hors consultation de votre cabinet. Les notes manuscrites sont une excellente option pour les praticiens qui préfèrent écrire leurs notes de séance à la main, ou compléter leurs notes de séance avec des images ou de

Je ne peux pas me connecter à Chouette

Published February 4th, 2025 by Kate Anderson

Il y a plusieurs raisons pour lesquelles vous avez des difficultés à vous connecter à votre compte Chouette, alors ne paniquez pas ! Voici quelques suggestions pour vous aider à vous reconnecter à Chouette : Avez-vous oublié votre mot de passe ? Si c'est le cas, cliquez sur "Mot de passe oublié" sur la page de connexion et nous vous enverrons des in

Envoyer un formulaire

Published February 4th, 2025 by Kate Anderson

Pour envoyer un formulaire, les informations suivants doivent être inscris dans le profile du client dans Chouette : Prénom et nom de famille Son adresse électronique Si vous n'avez pas encore d'adresse électronique pour ce client, vous ne pourrez pas lui envoyer le formulaire. Il y a deux endroits dans Chouette où vous pouvez envoyer un formulaire

Gestion de votre compte Stripe Connect Chouette

Published February 4th, 2025 by Kate Anderson

Table des matières Comment mettre à jour mon numéro de compte bancaire ? Comment mettre à jour les détails de mon entreprise ? Comment changer le propriétaire du compte Stripe Connected ? Comment mettre à jour mes informations bancaires ? Si vous avez besoin de changer le compte sur lequel Stripe dépose vos paiements, vous pouvez naviguer vers Param

Configuration de la messagerie sécurisée

Published February 4th, 2025 by Kate Anderson

La messagerie sécurisée est activée par défaut dans votre compte. Pour désactiver la messagerie sécurisée, allez dans Paramètres > Messagerie sécurisée et changez le statut à "Désactivé". Si vous disposez de l'extension Portail Client et que la messagerie sécurisée est activée pour votre compte, vous devez également vous assurer que le Portail Cl

Split Session Charges

Published February 4th, 2025 by Kate Anderson

Owl's split session charges feature allows you to split the cost of a session across multiple payors. Clinics can use this feature to designate other individuals or parties as responsible for partial or full payment of client charges in any amount needed. For instance, clinics who work predominantly with children may need to book a session in the ch

Modalités de paiement

Published February 4th, 2025 by Kate Anderson

Vous utiliserez cette zone pour gérer la façon dont vous recevez et suivez les paiements dans votre pratique. Paiements acceptés Activez les formes de paiement utilisées par votre pratique. Si vous les désactivez, vous ne les verrez pas comme options lors de l'enregistrement des paiements. Paramètres fiscaux Si vous prévoyez facturer les taxes dans

Managing Sliding Fee Scales with Service Fee Discounts

Published February 4th, 2025 by Kate Anderson

Service Fee Discounts allow you to control the discounts that you are offering to your clients on the cost of your sessions. They must be set up on a client by client basis. There are two ways to manage Service Fee Discounts for your clients: global discounts and session type discounts. Global Discounts: Global discounts will be applied to all fut

Receipts

Published February 4th, 2025 by Kate Anderson

Once you have invoiced for a session and a client has paid you for the session, you will need to record that transaction in Owl and generate a receipt for the client. Much like auto invoicing, your receipts will be automatically generated once you record a transaction. This article reviews: Accurately Recording a Transaction Once you have created

Generating Invoices Manually

Published February 4th, 2025 by Kate Anderson

If you have opted to use the Generate Manually invoicing method, you will need to create all invoices using the process below. Sessions must be marked as attended to be included on an invoice, and must not be included on any other invoice. How To Create an Invoice Manually Mark attendance for the session. Once you are ready to create the invoice,

Envoi des mesures aux clients

Published February 4th, 2025 by Kate Anderson

Les mesures peuvent être envoyées aux clients de deux manières :1. À partir de la liste des mesuresAllez dans Gérer > Mesures et sélectionnez la mesure que vous souhaitez envoyer dans la liste. Cliquez sur le bouton Envoyer qui apparaît dans la bannière verte en haut de la page. 2. Depuis le profil du clientOuvrez le profil d'un client et cliquez

Delivering Financial Documents to Clients

Published February 4th, 2025 by Kate Anderson

Once you create financial documents, you can supply them to your clients for their own records. There are three options to supply financial documents to your clients: Email Manually Automatically Print Export as PDF Email Manually The default Invoice and Receipt sending settings for all new clinics will be manual, to ensure you have full control o

Exportation, impression ou téléchargement des notes de consultation

Published February 4th, 2025 by Kate Anderson

Il peut arriver que vous ayez besoin d'exporter vos notes de consultation de Chouette. Il y a deux façons de procéder : Exporter une seule note Exporter une série de notes Exporter une seule note Pour exporter et imprimer une seule note, vous devez d'abord ouvrir la note. Une fois que vous l'avez fait, vous verrez une option sur la gauche : PDF. Lor

Le tableau de bord - Gérer et analyser votre entreprise

Published February 4th, 2025 by Kate Anderson

En tant que propriétaire d'entreprise, vous savez à quel point les analyses sont importantes pour votre réussite. Pour gérer celles-ci, votre compte Chouette dispose d'un tableau de bord financier. Ce tableau de bord vous permet de contrôler vos revenus, vos consultations et bien plus encore ! Le tableau de bord se compose de quatre zones, chacune c

Group Edition - Flux de travail pour les propriétaires de pratiques et les administrateurs de bureau

Published February 4th, 2025 by Kate Anderson

Dans l'édition Groupe de Chouette, chaque utilisateur dispose d'un flux de travail unique. Thérapeutes Si votre pratique est configurée pour permettre aux thérapeutes de ne voir que leurs propres clients, ils ne verront que les tâches du flux de travail relatives à leurs propres clients. Propriétaires de pratique Le type d'utilisateur Propriétaire d

Messagerie sécurisée - L'expérience du client

Published February 4th, 2025 by Kate Anderson

Si vous disposez du module Portail Client, votre cabinet peut utiliser la messagerie sécurisée pour dialoguer avec vos clients. Lorsque vos clients se rendent sur l'URL du Portail Client de votre cabinet, ils doivent créer un compte ou se connecter à leur compte existant. Lorsque les clients se connectent à leur portail client, la page d'accueil s'a

Liste d'attente des clients

Published February 4th, 2025 by Kate Anderson

Vue d'ensemble Auparavant, dans le logiciel Owl, vous pouviez attribuer vos clients à une liste d'attente. Ce statut indiquait qu'un client ne suivait peut-être pas activement un traitement à la clinique, mais qu'il souhaitait être averti lorsqu'un clinicien était disponible pour un nouveau client. Vous pouvez afficher les clients auxquels ce statut

Client Portal - Enabling Online Payment Method Pre-Authorization

Published February 4th, 2025 by Kate Anderson

Please note: Before getting started with this feature you will need to have the Client Portal add-on for your Owl Plan and will need to have configured Owl's Stripe integration for your account. When you have the Client Portal setup for online booking and a Stripe integration connected to your Owl account, you can choose whether or not you require

Notifications de la messagerie sécurisée

Published February 4th, 2025 by Kate Anderson

Une partie de la fonction de la messagerie sécurisée de Chouette comprend des courriels de notification lorsque de nouveaux messages ont été envoyés ou reçus. Il existe quatre types de notifications relative à la messagerie sécurisée : Messages reçus pour une nouvelle conversation - Une notification par courriel électronique est envoyée au(x) destin

Qu'est-ce que le flux de travail et comment puis-je le parcourir ?

Published February 4th, 2025 by Kate Anderson

Le Flux de travail est un outil précieux. Chouette organise toutes les tâches administratives que vous devez accomplir pour votre cabinet dans une zone appelée Flux de travail. Le flux de travail est séparé par le type de tâche que vous devez accomplir. Par défaut, votre flux de travail est trié par date, mais vous pouvez facilement modifier le tri

Rappels de paiement

Published February 4th, 2025 by Kate Anderson

Vous pouvez désormais envoyer des rappels de paiement à vos clients à partir du profil du client et de l'onglet "flux de travail". Pour envoyer un rappel de paiement à partir du profil du client : Sélectionnez Finances > Factures. Cochez la case située à côté d'une facture impayée. Cliquez sur le bouton "Envoyer le rappel de paiement". Pour envo

Utilisation du mode privé pour programmer des sessions (French - Canada)

Published February 4th, 2025 by Kate Anderson

Si vous avez besoin de planifier une session alors qu'un client ou quelqu'un d'autre est dans la pièce, Chouette dispose d'un mode privé qui masquera les noms de vos clients dans le calendrier. Veuillez noter que même si le mode privé cache les noms des clients dans le calendrier et le compte client, il n'empêche pas le nom complet d'apparaître lors

Sommaire du compte

Published February 4th, 2025 by Kate Anderson

L'outil Sommaire de compte peut être utilisé pour générer rapidement un rapport complet des consultations et des frais du client dans une plage de dates que vous aurez spécifiée. Les sommaires de compte sont créés client par client, mais ils peuvent inclure les consultations de plusieurs participants. Pour générer un sommaire de compte : Allez sur l

Synchroniser votre calendrier avec un programme externe

Published February 4th, 2025 by Kate Anderson

Vous pouvez partager un flux anonyme et conforme à la loi PHIPA de votre horaire avec un calendrier externe comme Google Calendar, Apple Calendar ou de nombreuses autres applications que vous utilisez sur votre téléphone ou votre ordinateur. Il s'agit d'une synchronisation à sens unique, ce qui signifie que Chouette enverra les heures des sessions a

Step 7 - Bill for the Session

Published February 3rd, 2025 by Kate Anderson

Your client has attended their session, you've written their session note. The next big step is to bill your client! Owl Practice creates two types of billing records for your clients: Invoices and Receipts. Invoices and Receipts are both financial records indicating money transferring hands, but they happen at different points and in different dire

Step 3 - Adding and Managing Clients

Published February 3rd, 2025 by Kate Anderson

Owl keeps all of your clients organized in a central system, known as Clients on the navigation bar. Here is how to manage that list: To Add a Client: Click on the Add Client icon from anywhere in Owl. Fill in all the relevant details. The client name and therapist are the only mandatory fields, but filling in all of the fields will help you mana

Navigating Owl with Multiple Locations

Published February 3rd, 2025 by Kate Anderson

When another location has been added to the practice, you'll notice a new filter at the top of your account next to the Search field. This filter allows you to select the location you wish to view in various areas of the Owl account. You can use this location filter in the following areas: Calendar Clients Messaging Manage Settings When you chan

Workflow Unadjudicated Claims

Published February 4th, 2025 by Kate Anderson

While claims are being processed by the insurer, you can track their progress in your Owl account by going to Workflow and clicking into the Unadjudicated Claims section: Each unadjudicated claim will display its status as either Submitted, Received, Processed, or Resubmitted. You can click the checkbox next to any of the claims here and the View

Step 2 - The Essential Settings

Published February 3rd, 2025 by Kate Anderson

Welcome to your Owl account! When you first login to Owl Practice, you will open on the Calendar. Before we start scheduling sessions we need to configure a few details. In the side navigation bar, click Settings. Step One: Start with your Practice Details Practice Details contains all of the basic contact details for your unique practice: Practic

Deleting and Restoring Practice Documents

Published February 4th, 2025 by Kate Anderson

When a file or folder has been deleted, it will be placed in the Trash section. You can view this section by clicking the Trash button at the top of the page. When you click into the Trash section the button is highlighted in orange to indicate that you are viewing the deleted items. To leave this view, simply click on the orange Trash button aga

Custom Availability Overview

Published February 3rd, 2025 by Kate Anderson

Owl has released a major change to the way that you can configure therapist schedules, block off periods of unavailability in a therapist's schedule, and configure service availability by day of the week. Previously, you could set a broad, generic range of working hours for a therapist, for example Monday to Friday 9:00am to 5:00pm. Scheduling the

General Overview and the Edit Bar

Published February 3rd, 2025 by Kate Anderson

The Settings area is where you will customize your Owl account. It's separated into different areas, and this guide will review your options to customize in each area. Edit bar functionality and saving updates You will see the "edit bar" functionality all across Owl. This tool allows you to view and modify specific information, very easily! Here,

I Need to Send a Screenshot of Something in Owl to the Support Team

Published February 3rd, 2025 by Kate Anderson

If you're running into any kind of difficulty in Owl, or have questions you can't find the answer to, we want you to know that you're always welcome to contact our support team. Sometimes though, you may have a question, or run into an error that you find might hard to explain, or that we need additional information about to be able to assist you p

How to do a Hard Refresh for Your Browser

Published February 3rd, 2025 by Kate Anderson

Hard Refresh To perform a hard refresh, follow these instructions depending on your desktop browser: Chrome: Windows: Hold down Ctrl and click the Reload button. Alternatively, Hold down Ctrl and press F5. Mac: Hold ⇧ Shift and click the Reload button. Alternatively, hold down ⌘ Cmd and ⇧ Shift key and then press R. Safari: Mac: Press Option+⌘+E. Th

Restore Deleted Session Notes

Published February 4th, 2025 by Kate Anderson

If a session with a session note attached is deleted, you can now restore the session note directly in Owl! If a session is deleted which had notes attached, the notes will automatically be moved to a new trash area within the client's Sessions & Notes tab. From within the trash, the user can view or restore the deleted notes. If restored,

Non-Session Notes

Published February 4th, 2025 by Kate Anderson

Non-Session Notes are an open tool on the client account. They can be used to document client interactions outside of the session, such as emails or phone calls, and can also be used to generate more formal documents such as reports. This tool is intentionally flexible, to accommodate any document you will need to create! Writing a Non-Session Not

Step 4 - Add a Service

Published February 3rd, 2025 by Kate Anderson

Services are the different types of sessions you offer, and the fees, duration, and tax rates associated with those sessions. When you log in to Owl for the first time, there will not be any services set up. This is because a service looks different for every therapist. For instance, a psychologist might offer CBT at $100 per session, while art ther

Reminders

Published February 3rd, 2025 by Kate Anderson

Owl Practice can send SMS and email reminders to your clients for their sessions. This area of your Settings allows you to customize exactly what those reminders say. To do this, you will be using Owl's Appointment Reminder Macros! A "macro" is a code that Owl will fill in with the correct information. These allow you to easily deliver reminders t

Multi-Factor Authentication (MFA)

Published February 3rd, 2025 by Kate Anderson

Owl offers the ability to enable Multi-Factor Authentication (MFA) for your clinic as an added layer of security. Multi-Factor Authentication means that users need to validate their email and password upon login by using an additional, external source of confirmation, such as an email address or mobile phone number. The option to enable MFA in an Ow

Services and Fees

Published February 3rd, 2025 by Kate Anderson

Services are the different kinds of sessions that you offer. You can specify the price, duration, and tax rate for your services. When you log in to Owl for the first time, there will not be any services set up. This is because a service looks different for every therapist. For instance, a psychologist might offer CBT at $100 per session, while art

I Can't Login To Owl

Published February 3rd, 2025 by Kate Anderson

There's a few reasons you may be having difficulty logging in to your Owl account, so don't panic! Here are some suggestions to help you get back in to Owl: Have you forgotten your password? If so, please click on "Forgot your Password?" at the login page and we will send along instructions to help you reset your password. When resetting your pass

Service Specific Availability

Published February 3rd, 2025 by Kate Anderson

Service availability can be used to determine when certain services are bookable by date. This is helpful for practices that use Owl's Online Booking portal and want to restrict clients from booking a particular service on a certain day of the week. For instance, if you only do couples sessions on the weekends, you wouldn't want a client to be able

Managing Supervisors Using Owl - Group Edition

Published February 3rd, 2025 by Kate Anderson

Owl Practice has full supervisor functionality. Supervisors can be added to both Solo and Group user accounts. Owl's supervisor feature includes: Customizable supervisors, you can set up as many or as few as you need! The ability to list your supervisor on invoices and receipts. The ability to include your supervisor's signature on your invoices and

Setting up Therapist Schedules

Published February 3rd, 2025 by Kate Anderson

When you add a Therapist to Owl to you need to assign their working hours, their Availability. The Availability states when the therapist is working, typically when they are available for client bookings. If you're using the Online Booking Portal, the Availability determines when the clients will be able to book sessions with a given Therapist. Ple

Subscription

Published February 3rd, 2025 by Kate Anderson

The Subscription section of Owl allows you to start a new subscription with Owl, or view and update your paid Owl plan anytime! To view your current plan or subscribe to a new plan, login to your Owl account and go to Settings > Subscription. Subscribing to a Paid Owl Plan If you are new to Owl, and have started a free trial account, you can go

Meet Hillary Hootkins, your example client!

Published February 3rd, 2025 by Kate Anderson

When you first set up your Owl Practice Suite account and log into the system, you will see that you already have a client set up in the system. Don't be alarmed, that's just Hillary Hootkins, our example client to help you get acquainted with the system! Hillary is just there to demonstrate how Owl Practice Suite's systems work and give you an exa

Owl Is Loading Slowly/Unresponsive

Published February 3rd, 2025 by Kate Anderson

If you find that Owl is running slowly or strangely on your device, there's a few different things you can check and do to resolve this. As always, if these suggestions don't help your situation, please reach out to our support team so we can assist you further. First, it's always a good idea to check your network connection and see if your interne

Removing a Supervisor

Published February 3rd, 2025 by Kate Anderson

Removing a Supervisor from a Client Profile In the case that you need to remove the supervisor from a client profile, you can follow these steps: Go to the Client Profile and select Contact & Clinical > Clinical Details > Edit. Select No Supervisor from the Default Supervisor dropdown menu. Click the green Save button to save your chan

Step 1 - Logging In

Published February 3rd, 2025 by Kate Anderson

Before you can start using Owl, you'll need to master Logging In. Logging in to Owl is a two step process. First, you'll need to visit your personalized URL. Second, you'll need to enter your email and password. Head to the website address (URL) you chose for your account at signup. It should look something like this: Notice that there is no "www.

Payment Details

Published February 3rd, 2025 by Kate Anderson

You'll use this area to manage how you receive and track payment in your practice. Accepted Payments Toggle the forms of payments that your practice uses. If you toggle these "off," you will not see them as options when you Record Payments. Tax Settings If you plan on using taxes in your services, you will need to enable them before you set up y

Assigning Services to Locations

Published February 3rd, 2025 by Kate Anderson

With Multiple Locations, you now have the option to define which services are offered at your various practice locations. Since some services may not be offered at all locations you have complete control over this configuration. To update a service, go to Settings > Services and Fees. When you edit an existing service or add a new one, you'll now

Step 5 - Scheduling Sessions

Published February 3rd, 2025 by Kate Anderson

To start booking clients you need to schedule them in your Calendar. You need two things to create a session: a client name and a service. Head to your Owl Calendar! Click on the date and time you want to schedule the session. You will automatically see the Create Session Window. Enter the Client Name name in the appropriate box - notice that Owl

Exporting, Printing, or Downloading Session Notes

Published February 4th, 2025 by Kate Anderson

Occasionally, you may need to export your session notes off of Owl. There are two ways to do this: Export a single note Export a range of notes Export a Single Note To export and print a single note, you will first need to open the note. Once you do, you will see two options on the left: PDF and Print. When you export or print a session note, it wi

Assigning Therapists to Multiple Locations

Published February 3rd, 2025 by Kate Anderson

If you have therapists who work out of multiple locations you can configure their profile to reflect all of the locations where they work. To update the locations where a therapist is available to be booked, go to Settings > Therapists and select the therapist you wish to update, then click the "Edit" button. You'll see a section called Location

Resolving Email Deliverability in Owl

Published February 3rd, 2025 by Kate Anderson

There are two primary reasons you may run experience an issue delivering an email to a Client in Owl - the first would be if the Client has supplied you an email address that Owl's verification systems have evaluated as being undeliverable. The second would be if the email domain your practice uses is not fully compatible with Owl's mail delivery sy

Booking Sessions with Multiple Locations

Published February 3rd, 2025 by Kate Anderson

When your practice has multiple locations it is important to be mindful of which location filter is applied when viewing the Calendar. Users need to make sure when they book client sessions that the filter is applied for the correct location. The Calendar will only show the therapists in the sidebar who work at the location you've selected. Keep in

Owl Integrated Insurance Overview

Published February 4th, 2025 by Kate Anderson

This article reviews the comprehensive capabilities of Owl's new insurance management system, available exclusively in the Owl Pro subscription plan. 1. What does the Owl Practice Insurance Feature include? Payer Enrollment: Seamlessly enroll with over 10,000 payers through our integrated clearinghouse network, all within the Owl platform. Patient C

Removing and Updating Client Payment Methods

Published February 4th, 2025 by Kate Anderson

You can easily remove a payment method from a client’s account at any time. If the client has told you that the card on file has expired or account details are no longer valid, you can remove it from the client's profile by following these steps: Search for the client and open their record Click into Contact & Clinical > Payment Methods. An

Claim Outcomes & Reporting

Published February 4th, 2025 by Kate Anderson

Once a claim has been fully processed by the insurance company, the status will be updated in Owl as either Paid, Adjusted, or Rejected: If any amount has been paid out for the claim, Owl will automatically update the Finances section of the client's profile to reflect the payout. You can open a Client Profile and go to Finances > Receipts to

Step 6 - Write a Session Note

Published February 3rd, 2025 by Kate Anderson

Every session you book will have its own unique session note in Owl. You can work on this session note during your session or after, whatever your preference! You can also sign your session note using your digital signature. There are three ways to find and write the session note: from the Calendar, from the Client Account, or from the Workflow. F

Getting Started: Create your Insurance Profile

Published February 4th, 2025 by Kate Anderson

Enrolling with in-network insurance payers is an essential step for ensuring smooth and efficient insurance billing for your clinic. Follow this Step-by-Step Guide designed to be quick and seamless, leveraging information from your Therapist and Practice profiles to expedite the process. Follow these steps to get started: Step 1: Log in to Owl Pract

Refunds - Correcting Errors

Published February 4th, 2025 by Kate Anderson

Owl's Refunds feature allows you to easily refund payment to a client if needed and show that a balance is still outstanding on their account for that amount. However, once a refund has been processed you will not be able to delete any of the related financial documents or edit the Amount Charged for the session. This is done to preserve the integri

Unpaid and past due accounts

Published February 4th, 2025 by Kate Anderson

If your Owl account is overdue, you will receive a series of notifications to help you resolve the situation depending on how long your account has been delinquent. Days 1 through 7 From the first day your account is past due through to the seventh, you will receive a banner indicating that you need to update your payment method. If you follow t

Setting up Your Account for Superbills

Published February 4th, 2025 by Kate Anderson

Since a Superbill is a document with specific informational requirements, you need to ensure that all of the necessary information has been input into your Owl account before you'll be able to issue one to a client. To find out the information you'll need for Superbills, you can go to Settings > Practice Details > Insurance and scroll down t

The Dashboard - Managing and Analyzing Your Business

Published February 4th, 2025 by Kate Anderson

As a business owner, you know how important analytics are to your success. To manage this, your Owl account has a financial Dashboard. The Dashboard allows you to monitor your revenue, sessions, and more! There are four areas to the Dashboard, each with its own unique information. Year Over Year - a high level overview of your sessions and revenue

Managing & Reconciling Autopay Transactions

Published February 4th, 2025 by Kate Anderson

Workflow Queued Autopay transactions that are queued to process overnight will show in the Workflow under the new Autopay section Check the box beside one of the line items to open the green action bar and access the following options Remove from Queue: If the client requests to delay their payment, you can remove an item from the queue, and the sys

How Do I View the Refunds I've Processed?

Published February 4th, 2025 by Kate Anderson

When a refund is processed, a Refund document is created and stored within the client's record to ensure that you have a complete and accurate financial history for all transactions. You can view the refund documents two ways: Go to the Client's record and click into Finances > Refunds. Select the refund from the list and click the View button

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

Published February 4th, 2025 by Kate Anderson

When a payment has been made using a client's account credit, it cannot be refunded until the credit has been unapplied. Credit can be unapplied and reinstated on the client's account. When you open a receipt that had credit applied as payment, you will see the reference to the amount of credit applied in the sidebar. You will also see an option to

Help Center Links

Published February 4th, 2025 by Kate Anderson

Billing, Payments, & Insurance Calendar & Appointments Client Portal Client Records Getting Started Group Edition General Overview Security & Compliance Session Notes Telehealth Video Sessions Therapy Owl (CA) Workflow & Dashboard Billing, Payments, & Insurance I Have an Office Admin - Can I Grant Them Access to My Owl Account? (

Frontline Payments Compliance: Dos and Don'ts

Published February 4th, 2025 by Kate Anderson

Stripe and Owl Practice work flawlessly together to ensure card security, but that doesn't mean all of the responsibility is out of your hands. As a frontline business that's regularly processing card transactions, there are some dos and don'ts regarding card security that you need to keep in mind: Do input all data and transactions directly into t

What is a Superbill?

Published February 4th, 2025 by Kate Anderson

A Superbill is a document of clinical information and itemized services that a healthcare or wellness professional issues to their clients which they can then use to make claims for reimbursement from their insurers. The Superbill document contains all of the information insurers need to assess healthcare claims such as provider information, clinic