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Client Records

This section provides all the essential tools for managing and connecting with clients, including importing, adding, tagging, and options for handling

Medications and Prescriptions

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Adding Clients

The first step to working with clients is to add them in to Owl! There are two ways to add...

February 4th, 2025 195 views 0 likes
The Client Account

The Client Account is your digital "file" for this client. It is separated into nine tabs: Sessions & Notes Contact...

February 4th, 2025 261 views 0 likes
What are Client Codes and Client IDs?

Owl Practice assigns two unique idenitifiers to your clients: the Client Code and the Client ID number. The Client Code is...

February 4th, 2025 239 views 0 likes
Preferred Names

Owl Practice recognizes that many individuals have preferred names other than their legal names. Use the "Preferred Names" tool under...

February 4th, 2025 196 views 0 likes
Client Lists

Overview Lists allow you to create custom lists of your clients, based on the Tags associated with those clients. You...

February 4th, 2025 238 views 0 likes
Client Tags

Overview Tags can be created and then used to label client profiles. Tags are customizable, and clinics can create any...

February 4th, 2025 262 views 0 likes
Session Summary

For clinics that wish to provide their clients with a printable list of upcoming sessions, we've created the Session Summary!...

February 4th, 2025 189 views 0 likes
Appointment Reminders

Appointment Reminders are emails or text messages that are delivered to your clients before their scheduled Owl sessions. This feature...

February 4th, 2025 277 views 0 likes
Appointment Confirmations

Appointment Confirmations are emails that are automatically delivered to your clients when you schedule, update, or cancel their sessions. They...

February 4th, 2025 209 views 0 likes
Client Imports

If you have an extensive client list to import into Owl, we are happy to help you out! For no...

February 4th, 2025 193 views 0 likes
Client Documents and Folders

Client Documents You can upload documents or files to a client's profile any time you wish by opening a client's...

February 4th, 2025 261 views 0 likes
Sending a Mass Email to all Clients

If you need to send a mass email to all of your clients, what you can do to get a...

February 4th, 2025 224 views 0 likes
Circle of Care

Circle of Care Circle of Care is a dynamic contact storage system which allows you to create and maintain accurate records...

February 4th, 2025 327 views 1 likes
Linked Accounts - Managing Couples and Family Sessions

Owl Practice has a feature designed specifically for those customers who do Couples and Family Therapy. It is called Linked...

February 4th, 2025 320 views 0 likes
Client Waitlist

Overview Previously in Owl, you could assign clients the Waitlist status. This status indicated that the a client might not...

February 4th, 2025 198 views 0 likes
Deleting, Deactivating, and Waitlisting Clients

Occasionally, you may want or need to delete a Client from Owl, deactivate them, or place them on a waitlist...

February 4th, 2025 248 views 0 likes
Working With Personal Health Information

Owl Practice allows you to securely store and manage your client's personal health information. Even as an experienced therapist, having...

February 4th, 2025 191 views 0 likes

Medications and Prescriptions

Adding Clients

The Client Account

What are Client Codes and Client IDs?

Preferred Names

Client Lists

Client Tags

Session Summary

Appointment Reminders

Appointment Confirmations

Client Imports

Client Documents and Folders

Sending a Mass Email to all Clients

Circle of Care

Linked Accounts - Managing Couples and Family Sessions

Client Waitlist

Deleting, Deactivating, and Waitlisting Clients

Working With Personal Health Information