Owl Practice Features

I started using OWL Practice to move my practice to electronic record keeping. This system allows for good note-taking options regarding client files. I was concerned with privacy and information staying within Canada which is a key feature I considered when selecting OWL. I appreciate this system was designed specifically for mental health practices as opposed to medicine-based options I have used in the past.

Forms - being able to send forms through Owl is a great feature. It has taken some time to get used to how to create forms. Some of the features I would like to see added: - option for classification of a session as tentatively booked for a client so it can be held in my calendar without. - I have avoided using appointment reminders as I often use 'bookings' in the calendar to block off sections of time for client management/report writing. I wish there was a way to designate something that is linked to a client, but not a session that will send reminders/confirmations to clients.

All of the features - that you can invoice clients, collect a payment, store notes, etc. all in one place. Customer service is phenomenal too!

I have a hard time with the video functions - that there is no option for group video, and when I try to do supervision where my supervisee is playing a video clip of a session on their computer, I can't hear it!!! At times the video glitches for no apparent reason - I had a session last week where for some reason, we could not hear each other for a few minutes. My supervisees are understanding, but...

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As a mental health practitioner working with partners and groups, I appreciate that OWL automatically links clients and **copies notes made in one chart into the charts of the other members of the therapy group.

It isn't always intuitive to find the functions I want, or make changes to existing sessions. There is a strong "tree" organization to the major sections, without pathways to access different sections without "traveling back along each branch toward the trunk" so that you can "travel along another branch." I hope that metaphor makes sense! It feels very linear in this way and often interrupts flow....

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I love the all of the features and the ease of invoicing and sending receipts. My clients like the ability to use the portal and to book their own appointments. I also like the ability to be able to send measures to clients. 

It would be great to be able to share files through the Chat feature. It would be great to be able to create a setting to automatically charge a 'no show' fee. Right now I have to go into the 'more info' tab and change the cost of the session, then change the setting to 'no show'.  The availability feature is really overcomplicated and not effective- it can be really confusing between the generic and...

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This software has given my clients the ability to book themselves into sessions, which means less tetris for me! That capability freed up so much more time for me to do other things and stopped scheduling mistakes. The ability to for clients to also fill out therapy agreement forms that then auto populate in their profile in the system also made a huge difference! Having everything in one place for me and my clients has removed time and effort headaches. I love OWL!

I have been working with OWL to develop things I that would be helpful for therapists: such as drop-down menu templates for session notes.

The tool is well set up to manage the practice (although we do not use the billing functions) and the integration of video was timely and important. We also really appreciate the integration of the psychometric assessments.

It gets pricey as you add therapists and in particular part time therapists or interns. Also we find clients who have a gmail address do not receive any forms we send them through Owl.

I can do everything through one piece of software: billing, records management, note-taking, client scheduling, and more.

For the most part, my experience with Owl has been positive. The only thing that I found difficult was setting my supervisor up to have access to my account. This process could maybe be a bit less complicated. It would also be great if there was a split-screen option so that I could have two sections open simultaneously. Otherwise, can't really think of anything I've needed or wanted from Owl that hasn't already been included.

Customer service reps, across the board have not only been helpful, they have been a friendly lifeline when navigating through the more advanced features that OWL has on board. I have found it fairly easy and intuitive to navigate through the basic features that have allowed me to get started with the program. However, when dealing with the more advanced features, I have found the learning curve much...

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I wish that I had more control over what goes into the subject lines of emails that are sent to patients in relation to invoices and receipts, etc. For instance: please allow me to put "Invoice" or "Receipt" into the subject line, as opposed to my name and credentials and/or the name of my mental health practice that automatically shows up in the subject line. The way it stands now, automatically placing such overtly identifying information into the subject line renders the email less private for my clients. I have written numerous requests in relation to more control over email subject lines, but so far nothing has been amended.

The editor for notes feels much more user friendly than most EMR software. The ability to have secure communication with clients inside the portal. Using the integrated video software. And the reminders that are automatically sent to clients.

The notes will oddly revert mid-typing to a smaller font and different font from the font that was selected. I often have to spend time editing the note at the end of session around this formatting.

I LOVE this software. The platform is: - intuitive and easy to use; - it meets ALL of our administrative needs from client notes to billing to video calling; - I use it easily between devices; the client online portal offers our clients more autonomy (and saves us time) and is user friendly for all levels of comfort with technology; - the secure online platform offers a secure platform for communication which is already documented in the software; - the ability to download spreadsheets for accounting; - and most important of all, to me, is the costumer service is fabulous! Since having OWL I estimate saving at least 5 hours a month of scheduling and billing time, so very much worth the cost.

Owl Practice seems to always be improving their software. Since using OWL I have thought a few times, hmmm, I wish they had _____ and either: 1) I get an email saying they've added ______ or 2) I've emailed them and they say, It's coming or good idea, and shortly the update happens. Currently, I would like to see the option of clients being added to a cancellation list so they get a notification if there is a cancellation.

I selected Owl because it has all the features I need as a clinician in private practice. Online record keeping, client scheduling, reminder emails/texts, invoicing and billing, secure messaging, questionnaire measures...Owl does it all. I like that all of these systems are integrated. Owl saves myself and my admin assistant several hours a week. I also appreciate the high level of security offered, the responsiveness of the tech support team and that it is a Canadian company.

While the software works very well, I would say some features are not as user friendly as they could be, especially on the client end (on the clinician end it works great!). For example I have heard from some clients that it is difficult to navigate the client portal. To figure out how to sign in, to find the clinician's availability, etc.

This software is easy to learn and use. The developers are always adding more features based on feedback from users, so I feel like my experience really matters!

I use my own templates for notes. It took a bit of getting used to not having full control over how the word-like part of the program works. As an example, it automatically gives you spaces between paragraphs when you hit enter. I don't always want 2 spaces. The things I don't like are minor though, and don't really cause issues for me.

I started using this product a number of years ago and both I and the product have grown together. The first plus is the amount of time it saved me. So many valuable functions in one program-scheduling, invoicing, account records and now video calls with client and testing. And the digital records are also a plus.

I'm a sole practitioner so there aren't a lot of functions that I need that are missing. Actually as a not tech savvy person its hard to imagine what I need until they develop it. My only complaint is that some features added make things a bit more complex but I'm good.

It is an easy and intuitive software to use. I enjoy how comprehensive the features are. The invoicing is super easy. I also really appreciate the client portal, appointment reminders etc as well as the clinical measures and use them alot.

The forms have been tricky to create and time-consuming, the clinical measures don't offer a means to interpret the score- I have to google this witch takes extra time. There isn't a group video option yet. What really got me was the increase in price when I upgraded to the package with the most features. The cost increased significantly which is more expensive than other software like Jane. I would love to see the Client Portal have more options to customize in terms of graphics and additional fonts and colours.

OWL has been very useful for my group practice. It functions well for client records and bookings. I wish it were more helpful for employees and taxes but this is an excellent program.

I wish that it would track HST better and allow for some accounting functions.

1. Easy to keep the business centralized, and it automates what we other-wise would have to do manually. 2. Easy to use once you get used to it 3. Great customer support in answering queries

There's a couple of areas of improvement - specific functionalities that need to be improved: 1. the video feature is well behind other platforms, such as Zoom. This needs to be greatly improved. Even though we are using the Video functionality on a 6 month trial, many of our therapists are using Zoom as OWL's video functionality is lacking 2. Circle of care (Linked accounts): Everyone (i.e. clients)...

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I like the quality of the video platform, it is much better the Jane. I also like how there are so many measures that can be sent to clients and how easy it was to create intake forms. Scheduling and finance section are also user friendly and help to keep track of payments. Lastly the stripe connection is great for accepting credit cards safely.

In Jane you can create surveys that get sent automatically to clients before their appt. due to COVID I send a screener form prior to the appointment. I wish Owl practice would find a way to send automatically like jane does to reduce my admin time.

I love the hours I have save with the accounting details of my practice. The integrated system especially now with the client portal and the video application have proved invaluable.

It is not as intuitive as I would like. For example I still cod not know how to book two people in 2 different locations onto the same video call. There is no avail description on how to do this. There is info about the calander and the ability to book linked clients but not how to book a video session for 2 .

Very very helpful to keep my practice on track and my billing and my notes organized.

Steep learning curve! Took me a fair bit to figure out all the various pieces and am still learning

I love that Owl allows me to schedule, bill, document, and track financials. My entire practice exists on Owl - I don't need additional software or files. I appreciate that my files are securely stored on Owl and not taking up space in my filing cabinet or on my computer. I also really like the workflow (has a list of unfinished notes, overdue accounts, etc) and dashboard features (shows month by month and year by year financial trends).

I have found it difficult to set up groups in Owl. I would also love it if Owl included a way to track expenses.

Well suited for clinicians who see couples, or families. Appreciate that you can use previous notes as a template for future notes. Very easy to charge clients directly through the software.

A bit pricey relative to other similar practice management softwares.

The client portal, where my clients can easily book appts, see their appts, see their invoices, message me, see information updates and much more, is SO valuable. When I first saw a demonstration, I thought it looked complex, but it's super easy to use and very intuitive. I LOVE owl.

They take suggestions for improvement well. I'd like a more pleasant waiting experience for my clients (virtual therapy), and I'd like a way to prevent clients on a waitlist from booking certain services. They tell me these are on their list of changes to consider.

I find the format and features generally very easy to use, once the set-up is in place. The validated tools, secure messaging, and online booking are great aspects! Billing / receipting is easy, and tracking workflow is helpful. Help support people are responsive.

I would love to see the capacity to video sessions. Their pricing is quite a lot higher than other similar programs, particularly if you're a group practice, so had I known this prior to expanding, I would have gone with Jane. Facing transfering my clients over seems daunting at this point.

Owl is a user-friendly platform that allows me to manage my caseload, sessions, and finances with little to no need of external software.

Adjusting billing when a stripe payment is taken has been a pain. The quality of video sessions when a client's internet is unstable could also see some improvements so there isn't need to switch to Zoom (possible optimization for low bandwidth). The pricing however after the trial ended is quite costly and has me considering other options for future use of similar functions