January 18, 2024 - Customizing Your Calendar
Learn how the Calendar is a hub in Owl, where you can accomplish all your daily tasks in one place. We explore the features of the Calendar that many users may already know, and several bonus features as well. At the end of the session, we had a live question period and talked about some of Owl's newly released features.
February 1. 2024 - Creating Custom Intake Forms
In this week's session learn to use one of Owl's most popular features, Intake and Consent Forms. Having Clients submit these before a session saves you time, and helps you prepare better for an initial meeting. We covered how to create Forms, send them, and how these can be used in other ways at your practice.
February 15, 2024 - Client Portal Series Part I: Home Page, My Account & Secure Messaging
This week's session is the start of a three-part series about the Client Portal in Owl. This series covers how to set up and use the Client Portal to save you time and help you interact with your clients more easily. We start the series by learning about the Home Page feature, My Account page, and Secure Messaging. Hilary also explores setup and an ideal portal use.
February 29, 2024 - Client Portal Series Part II: Availability and Online Booking
As we continue with the Client Portal series, this session focuses on online booking setup, and setting up your Availability in Owl. Hilary goes through each of the settings step-by-step to show you how flexible Online Booking with Owl is. You can limit this feature if you have only a few time slots, or make this far more open if you are just getting started and looking to grow your client base.
March 14, 2024 - Client Portal Series Part III: Onboarding Your Clients
In the third and final session of the Client Portal Series, Hilary depicts how to take all the work you have done on your client portal and put it into practice. She shows you how to set your clients up and help them access the system, while also providing you with some handy tips to make this process smooth for even your least tech-savvy clients.
March 28, 2024 - Owl Billing 101
In this week's session, Hilary explores how to bill in Owl. Even if you feel like you are an expert, this is a great session to attend to ensure you know of all our newest features. Discover the basics of billing, followed by diving into the more advanced features we offer. Learn how to bill clients, couples, split session charges, complete a refund, and more.
May 16, 2024 - Integrated Payments in Owl
In this month's session, we learn all about integrated payments in Owl. The ability to take payments right in the system is incredibly easy and can help you transform your AR. We will learn how to sign up for Stripe, take payments, and work with Owl's reporting system.
June 13, 2024 - Working with Couples
Learn to seamlessly managing couples therapy sessions in Owl. From appointments to billing and notes, you'll learn how to streamline your practice, master Owl’s tools, and gain valuable session and financial insights.
July 25, 2024 - Owl Video & Recording
In this month's session, we learn all about how to use Owl's video feature. This session covers how to set up video, conduct sessions with your clients, troubleshoot common issues, and provide an overview of video recording.
August 15, 2024 - Supervisors
This month we learn all about how to set up and use Supervisors in Owl. This is a fantastic session to learn about how to work with a Supervisor for new therapists, or how to work with those you supervise. Owl offers a unique, compliant approach to working with Supervisors that no one else in the industry compares to. Learn how to keep notes and billing compliant.
September 19, 2024 - Fixing Common Errors in Owl
In this month's session, we cover some of the most common errors users make in Owl, and how to resolve these. Learn to fix common billing errors, how to resolve duplicate client listings, in addition to common log-in issues. We spend a large chunk of this session on our question and answer period so that we can assist users with questions they may have live as well.
October 17, 2024 - All About Notes
In this month's session. we learn how to use Owl's note template feature. This past year a huge update was released to allow you to create your notes more quickly. We are excited to show you exactly how to use pre-made templates, created by therapists Owl works with or create your own! This session will empower you to save time by having notes done more quickly.
November 21, 2024 - Group Practices in Owl
In this month's session, we learn about the transition to becoming a group practice in Owl. We outline the amazing group features Owl offers and show users how to make a smooth transition. Learn how to set up teams, communicate internally, schedule with ease, and manage client profiles with privacy.
December 10, 2024 - Dashboard Functionality
In the final session of 2024, we covered how to use Owl's Dashboard, the reporting powerhouse in Owl. In this session, we discuss how to use graphs, charts, and reports to learn important information about your practice. End your year by preparing for the next!
Hilary Roberts - Host
Director of Product Marketing, Owl Practice
Hilary began her career at Owl Practice 5 years ago working to help support Therapists navigate the platform. She is a passionate advocate for mental health professionally and in her personal life and has grown in her career with the organization where she is currently the Director of Product Marketing.
As a lifelong volunteer, Hilary is thrilled to continue her career with Owl Practice, helping nurture customer relationships and grow the company’s software to better serve mental health professionals. Hilary is also an active volunteer in the LGBTQ2+ community, leading a support group for women new to coming out.