Owl Practice Blog - Page 23 of 28 - Canada's Practice Management Solution

NEW: Manual Payment Allocation

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Hi everyone! We wanted to share a quick update about a feature that launched today! As you may know, when a client has multiple unpaid sessions in Owl, and you Record a Payment, Owl automatically allocates the payment to the oldest session, because it assumes you want to pay that off first. This works really well most of the time, ...

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Owl’s Tips for Year-End Part 2: Accounting Details for your Accountant

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As we learned in Part 1, Account Summaries are a simple and fast way to get a client’s financial history together for them. Owl is designed to save you time, and having the ability to grab all of a client’s data in one place and pass that on to the client themself is incredibly helpful. But what about your accountant? ...

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Owl’s Tips for Year-End Part 1: Account Summaries for Clients

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As we head towards year’s end, we wanted to offer some tips on how to get organized with Owl Practice. Previously, it mayhave been difficult getting all of your accounting data in order for the right parties, at the right time. With Owl, however, it’s incredibly easy! Over the next couple of posts, we’ll  provide a quick orientation to how ...

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Make accounting work for your practice

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As the end of the year approaches, it’s only natural for practice owners to start thinking about how they handle their accounting. After all, if you didn’t have it, you couldn’t support your practice. One thing that I’ve noticed while talking to therapists is that they are often apprehensive about getting started – maybe they’re afraid of or intimidated by the ...

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NEW: Availability & Server Upgrades

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We wanted to share two quick feature updates with you that launched quietly over the last two weeks. THERAPIST AVAILABILITY: We’ve just launched a new feature called Therapist Availability.  This feature allows you to set the time periods for a typical week during which you’re available for client appointments. You can configure your availability by heading to SETTINGS / THERAPIST DETAILS.  Once there, ...

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