MANAGE YOUR PRACTICE

Client Records & Notes

 Chriselle Vaz

Owl made a tremendous difference in how I run my practice by streamlining how I connect with clients. I can now focus on clinical work, Owl takes care of all my admin needs!

Chriselle Vaz
MSW, RSW

Everything you need to manage care is at your fingertips.

A robust client profile and intelligent tools make staying informed and organized easy.

  • Create comments, store diagnostic codes, and keep track of any other client details you care about

  • Our “tags” let you create custom reports on anything you can imagine such as referral source, session type, and presenting condition

  • Track sliding scale discounts for each of your clients to make billing easier

  • Tasks automatically create a “to-do” list for each client so nothing is missed

  • Manage all your client’s contacts and link together profiles of those who have sessions together using the Circle of Care

Never dread note-taking again

Ready-to-use templates speed things up.

  • Access a wide range of pre-designed templates to kickstart your notes, saving you time and ensuring consistency

  • Choose from a variety of industry-standard templates including Intake Assessment, Treatment Plan, Progress, SOAP, DAP, Discharge/Termination, and many more

  • Dynamic Content Modules will automatically pull in client profile data, and Custom Content Modules let you define note frameworks to save valuable time

Do notes your way.

How you do notes is a personal choice, so in addition to standard templates we also add in flexibility.

  • Have a template you already love? Easily add these to the system with live help from our expert team

  • Attach handwritten notes written with a stylus to any note – a great option if you prefer to write notes by hand, or add images or diagrams

  • Boost your note-writing productivity by entering “Focus Mode” and eliminating distractions

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Join the thousands of therapists using Owl to run their practice every day.

Frequently Asked Questions

When a session note is complete, you can sign the note to finish it. Signing the note will lock it, disabling future changes. It can be unsigned and resigned if an addendum must be added. The signature includes: a digital copy of the therapist’s signature, their name, license number and credentials. It also includes the time and date the note was signed and locked.

Owl Practice is focused on compliance in every aspect of the platform. The notes are saved every 60 seconds, and a version is saved each time as per compliance guidelines. Notes are locked once they are signed to provide security.

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