The past weekend, we launched a new Owl feature designed specifically for those of you who do Couples and Family Therapy.
It’s called Linked Accounts, and it allows you to describe relationships between individual clients (like, say, a family), manage the attendees for the multi-person appointments, and simplify the associated note-taking.
What are Linked Accounts?
Linked Accounts let you link two or more client profiles together. For example, for a family you can link Megan Somora together with her partner Daniel, and her dependants Luke and Violet. Linked accounts are reciprocal, so once you’ve set up Luke as a dependent of Megan, Luke’s profile will show Megan as a linked parent account.
You’ll see this new feature in two places:
- Contact & Clinical – you’ll see a new “Linked Accounts” area on every Client’s page – you can maintain, add or remove anybody from the family relationships from any member of that group.
- All Clients – you’ll see a new tab for Linked Accounts listing all linked groups for easy viewing.
How do Linked Accounts work?
Once you’ve linked accounts, you can schedule Family or Couple sessions (for Services described as “Family” or “Couple” Types in your Fee Schedule), and you’ll see Owl automatically include a list of suggested attendees based on the type of session.
For example, if you set up a Family session for Megan, Owl will include Daniel, Luke and Violet as attendees. You can always remove a person from the session by clicking on the “x” next to their name in the Edit Session window. Meanwhile, a Couples session will only show the partners Daniel and Megan, as the children aren’t involved.
Sessions with multiple attendees also show up differently on invoices, receipts, account summaries, and notes. For multi-person sessions, you’ll see that the “Attended” Attendance state is replaced by a list of the people who attended that session. No Shows and Cancellations still show up as before. When creating a note, you’ll see a list of session attendees, which will also be displayed on printed and PDF notes.
Since these sessions apply to multiple people – all the attendees of a session – both the Session and the Note for that session will appear on the Sessions & Notes tab of each attendee. From a billing perspective, however, the amount charged only shows up in the primary client’s profile (the “Client” as described in the Edit Session window when the session was originally set up).
Linked Accounts is exciting – it allows you as therapists to have a full clinical history of your clients in their individual file, whether they came in as a family, a couple, or otherwise. It’s an innovation inspired by you – the therapists who use Owl, and who let us know what you wanted to see!
Always let us know what you think – you can contact us here to give us feedback or to schedule a product demonstration.
As always,
Practice Wisely
