Note: Client Portal 2.0 is currently available to customers that have signed up for early adoption. If you would like to join the early adoption group, join here.
The Owl Practice Suite Client Portal is a secure centralized hub that your clients can access to connect with your clinic. From the Client Portal clients can book sessions, engage in secure messaging, fill out forms, and make payments.
Client Portal Navigation
The Client Portal homepage features 5 sections on the left hand side: Practice Home, Account Dashboard, Messaging, Forms, and Book Sessions.
Practice Home
The Practice Home displays an overview of your practice for visiting clients. It can be enabled in the Client Portal section under Settings within Owl Practice Suite. You can learn more about customizing the Client Portal here. It includes an About section that includes a summary of your practice, a list of Services, Profiles for the therapists on staff, and Locations.
Account Dashboard
The Account Dashboard allows the client to view all of their information at a glance. Here they can view upcoming sessions, their account information, current account balance along with the ability to make payments, view and modify payment methods, view a comprehensive history of their sessions as well as sync them to their calendar, and manage forms sent to them by your practice.
Messaging
Here, clients can view secure messages between you, your practice, and the client.
Forms
Clients can view and complete forms you have sent to them through the EHR in this section.
Book Sessions
The Book Session section allows clients to schedule sessions with your clinic. Clients start by selecting the Location, then their Therapist, the Service type, and then the Date & Time within their therapist's availability.
