Benefits of an Online Intake and Consent Process - Owl Practice Blog
Benefits of an Online Intake and Consent Process

Benefits of an Online Intake and Consent Process

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Wouldn’t it be nice if your client intake process was a little less complicated?

Since first introducing our services a few years ago, Owl Practice has completely revolutionized the way that mental health professionals handle their practice’s administration. Thousands of Canadian therapists have relied on Owl for years to store all of their practice data online and help streamline their administrative practices. Everything you need to run your practice is always just a few clicks away in your Owl account. And now, we’re introducing another incredible innovation that will change the way that you bring new clients into your practice.

The *New* Online Intake and Consent Process

With Owl Practice’s Online Intake and Consent Forms, it’s easier than ever to process paperwork for a new client. Taking on a new client should be a positive experience for both you and the client… but there’s always so much paperwork that gets in the way. Now, all that has changed! Everything can now be done online with no headaches or hassle. Your clients can fill out their information from the comfort of their own home, using customized intake forms that you create. All of this information will then be stored safely and securely on Owl’s Canadian servers, ready for you to access at any time.

Here are some of the incredible benefits of our new Online Intake and Consent Process:

Go Paperless!

Going green is near and dear to our hearts here at Owl Practice. By using our services, you can massively cut down on paper waste in your office and help the environment. Not only that, you’ll no longer have to worry about sorting through mountains of paper, or looking for the right documents. All you have to do is log onto Owl Practice, type in the name of the document you’re looking for, and it will come right up.

With our Online Intake and Consent Forms, you can further cut down on the paper use. All of the forms are stored online and can be accessed from anywhere using your digital devices. So long as you have an internet connection, your clients’ intake and consent forms will be at your fingertips.

Easy to Customize Forms

Every practice is a little bit different, so every intake and consent form should be too. That’s why Owl Practice has a feature-filled Form Creator, where you can customize all of your Intake and Consent forms to fit your practice’s needs. If you need to make changes to your forms at any point in the future, no problem at all. All you have to do is go back into the Creator and change whatever you need. It’s quick, easy, and will be ready for your clients’ convenience in minutes.

A Simplified Process

Let’s face it, filling out countless, boring forms just isn’t fun. Bringing on a new client can mean a huge amount of paperwork. But that’s just a necessary step of client intake, right? Not anymore.

With Owl Practice’s Online Client Intake and Consent Forms, we’ve simplified the entire process. Your clients can fill out their paperwork on any of their digital devices, wherever and whenever they want. The forms are easy to understand and complete. We do everything we can to make the intake process as smooth as possible so your clients can quickly get through all of the necessary documentation that you need to start helping them.

Easy Progress Tracking

Keeping up to date on which forms have been completed and which haven’t can be a pain. And it certainly isn’t fun when you have to gently prod your new clients to finish them. With our Online Intake and Consent Forms, it’s no problem at all. Once you enter your client portal, you can monitor all unfinished forms and see how your clients are progressing. When they’re finally finished and submit their forms, Owl will generate an email to to let you know they’re ready. Tracking client progress through the intake process is super-easy when everything is done online!

100% Secure!

As with all of the services that we offer at Owl Practice, all online intake and consent forms are 100% secure and completely confidential.

All of your intake forms and other confidential client information are safely stored on Canadian servers backed by bank-level SSL encryption. We’re College and PHIPA compliant and everything in our databases are protected by Canadian privacy laws. When you sign up for Owl Practice, you get your own unique account-specific URL that you use to get access to your practice’s segregated database. Everything, including all intake and consent forms, are backed up continuously, so you never have to worry about data loss in the event of an emergency. You can rest assured that all of your information is safe with Owl.

Bringing it Home

Owl Practice’s Online Intake and Consent Process is just the latest innovation that will change the way you do things at your practice for the better.

Currently, this feature, along with the other features included in the Client Portal such as online booking, are not included in the standard Owl Practice plans but can be added with a quick upgrade. If you’d like to start using these features to streamline the client intake process, we invite you to contact us at to discuss upgrading your plan. If you’re new to Owl Practice, don’t forget that you can always sign up for a free demo to discover exactly how Owl Practice has revolutionized mental health practices all across Canada!

As always,

Practice Wisely


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