Owl Practice Blog - Page 23 of 26 - Canada's Practice Management Solution

Making your accountant happy

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People often ask us if Owl Practice integrates with accounting software like QuickBooks.  This is an important question, and one we’re happy to answer:   Yes, Owl Practice integrates easily with commonly used accounting programs Therapists are not typically former accountants (though I have met some!), so I thought I’d share some perspective on how to make accounting work for ...

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NEW: Account Summary & Notes Auto-save

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Here’s what’s new and improved on Owl Practice this week: ACCOUNT SUMMARY – You can now create an Account Summary for clients!  These look much like Owl invoices, but capture all charges and payments between the specific dates you choose.  To create an account summary, head to a client’s profile, then click on the Account Summary selection in the Action Menu item ...

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Practice technology and your consent form

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I don’t need to tell you that consent forms are a necessary part of private practice life. Whether referencing your treatment approach, privacy policy, limits of confidentiality, fee schedule, or payment terms, being clear and forthright with your clients at the outset of the therapeutic relationship is critical. Elements that merit inclusion in your consent document, but are often overlooked ...

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NEW: Group Edition Updates

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We wanted to let you know about some upgrades we’ve made to the Group Edition of Owl. MULTI-CLINICIAN CALENDAR: We’ve made some much-asked-for improvements to the Calendar for multi-clinician practices.  Specifically, here’s what’s been updated: FOR OWNERS:  As an Owner, you’ll still be able to see all therapist calendars for your practice, but we’ve defaulted your view so you see only your ...

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NEW: Notes Templates

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Our new Notes Templates feature is here!  With it, you can create customized note templates that you use for routine note-taking.  If you’ve got a specific format of headings or sections you routinely use when creating notes, you can now set that up once and have access to it whenever you’re completing a new session note. To use Notes Templates, there are ...

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