Notes
Your gateway to streamlined note management and enhanced productivity.
The Future of Note Taking is Here
Discover the all-new Owl Notes and get ready to enhance your practice.
Enhanced Notes
You asked – we delivered. Our session and non-session notes functionality just got a major upgrade. The all-new Owl Notes can transform the way you manage your notes and streamline your workflow.
Included in All Plans
The upgraded notes functionality is included in all of our monthly plans – Starter, Core, Professional and Group.
Notes Editor
Intuitive, Flexible and Fast
Simple and Professional
Utilize a versatile, word processor-style editor with various formatting options for professional and organized session notes. Flexible editing features including rich-text formatting and more.
Real-Time Editing and Preview
Edit session notes in real-time and preview the changes, ensuring they meet your exact needs before finalizing.
Load Previous Session Notes
Choose either the most recent note, or from a dropdown list of earlier sessions. Pick-up where you left off or reference prior sessions.
Templates
Pre-Loaded Templates
Access a wide range of pre-designed templates to kickstart your notes, saving you time and ensuring consistency.
Custom Templates
Create personalized note templates or choose from our library, streamlining your note-taking process for different types of sessions.
Supervisor Notes
If you are a supervisor whose supervisee uses Owl, you can have access to their Owl account to review and sign session notes!
Template Library
Choose from a variety of industry-standard templates including Intake Assessment, Treatment Plan, Progress, SOAP, DAP, Discharge/Termination and many more in development.
Custom Templates
Owl offers both Custom and Dynamic Content Modules so you can build templates to your preference. Dynamic Content modules will automatically pull in client profile data, and Custom Content Modules let you define note frameworks to save valuable time.
Session Notes
Owl Practice allows you to create, manage, and securely store your Client Session Notes. Every unique session note can be edited at any time and signed using your digital signature. Templates can be applied before, during, or after writing your notes.
Non-Session Notes
Non-Session Notes can be used to document client interactions outside of the session, such as emails or phone calls, and can also be used to generate more formal documents such as reports. This tool is intentionally flexible, to accommodate any document you will need to create.
Enhanced Sidebar
Seamlessly navigate the Sidebar to reference key session details or complete tasks.
Handwritten Notes
Owl’s Handwritten Notes feature allows you to attach notes written with a stylus to any Session or Non-Session Note in your practice! Handwritten Notes are a great option for practitioners who prefer to write their session notes by hand, or supplement their Session Notes with additional images or diagrams.
Digital Signatures
Signatures allows you to create notes with a high level of accountability. Upload your signature to quickly add your signature to any session note. If you have opted to have the supervisor sign session notes, once the therapist completes the note and signs it, it will appear in the supervisor’s Workflow to review and sign.
Focus Mode
Boost your note-writing productivity by entering Focus Mode and eliminating distractions.
More Owl Practice Features
Complete Client Profile
Create client profiles to store contact information, financial statements, documents, and session notes.
Handwritten Notes
Create notes written with a stylus to any Session or Non-Session Note in your practice.
Secure Messaging
Secure messaging empowers therapists to message with their clients via a secure, HIPAA compliant portal.
Circle of Care
Manage family and couples sessions with ease, and track extended contacts.
Online Appointment
Booking
Let your clients book and manage their own appointments from your website.
Secure Client Data Management
Use Owl to manage all client contact details, clinical notes, to-do’s, and billing details.
HIPAA and Professional Compliance
Your data is stored on dedicated servers to ensure HIPAA compliance and top-notch security.
Online Intake & Consent Forms
Transform your intake process to be paperless, convenient, and secure.
We Are In This Together
Seamless Onboarding
Onboard onto Owl with ease with our seamless onboarding process with 7 days a week support.
Support 7 Days a Week
Receive superior customer support from a team dedicated to helping you run your practice more efficiently.
Practice Expertise
We speak to thousands of practitioners across North America and know what it takes to successfully run a practice.
Get Started With Video Therapy Today
Let one of our dedicated Customer Advocates take you on a live video therapy demo and get the answers you need.
