Easy store and protect client records by organizing client intake forms, invoices, and important documents digitally.
Store Session & Non-Session Notes
Store all of your client notes within the session, with the capability to document important non-session client notes as well.
Keep Record of Client Profiles
Create and store client information to keep track of your history with each client, including contact information, invoices, documents, and session notes.
Add a Personal Touch
Owl gives you the option to handwrite your notes using a stylus and input them into any session or non-session notes.
Circle of Care
Easily create and maintain important data files with each client, allowing you to stay organized. When it comes to group sessions, your invoices will automatically be sent to the correct person the first time.
Automate SMS & Email Reminders
Owl’s customizable email and SMS templates allow you to automatically send appointment reminders to your clients. Your Circle of Care allows you to set up automatic reminders with other care providers as well.
With Owl, you never have to worry about forgetting tasks. Stay on top of all of your client tasks by creating “to-do” lists for each individual.
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