Have you thought about the value that comprehensive Account Summaries could offer your clients?
In our last blog post we looked at how Owl Practice is helping Canadian therapists, psychologists, and social workers prepare for tax season. Another one of the indispensable features that Owl Practice offers are the Account Summaries.
Whether it’s during tax season or at year-end, clients often request to have summarized records of the services they’ve received for their own accounting purposes. As a therapist, you need to be as organized as possible in order to be able to provide this information quickly and easily for your clients.
The last thing that you want is to have to embark on a one-hour search-and-summarize mission every time that a client asks for an account summary! Rather than having to sort through paper records or separate computer files, it’s possible to generate a complete Account Summary in just a few clicks.
With Owl Practice, all of your clients are kept securely in the system with sessions, attendance, notes, and billing data. When you enter all of the different aspects of each your clients’ data in the system, it’s stored in an interwoven way where you can generate reports of some or all of the data at at any time.
You can print beautiful receipts, attendance dates, and lists of appointments for your clients. You also have the option of emailing the summaries to them directly. This means that if your client requests an Account Summary, you can save them the trouble of making an extra trip to the office, while you save the paper. Win-win!
When you have all of your data stored digitally rather than in filing cabinets, the secure Owl system is able to grow with you however you do business.
Owl Practice is certainly about being able to save Canadian therapists, psychologists, and social workers time and boost productivity, but it’s also about creating a professional system that’s convenient for clients, too. The practice management software allows you to spend more time practicing and less time managing, while also offering convenient ways for you to improve your client experience. When you use Owl Practice, you’ll be ready the next time that a client asks for information from their file.
Read more about Owl’s helpful Tax Season and Accounting features:
- Tax Preparation for Canadian Private Practice
- Year-end Accounting Tips
- Accounting Details for your Accountant
- Make accounting work for your practice