Transform your intake process with Owl’s Online Intake and Consent Forms.
If you have ever struggled to manage the initial paperwork of a new client, you know how valuable streamlining that process can be. Not only should the intake process be simple for you, it should also be straightforward for your clients. Paperwork doesn’t need to be a hassle! With Owl’s newest feature launch, Online Intake and Consent Forms, you can turn your intake into an enjoyable step for yourself and your clients.
Owl’s Online Intake and Consent Forms empower you to create a customized digital intake process that is convenient, professional, and secure.
Customize Your Intake Process
Design your own Intake and Consent Forms, and update them as often as needed. Our easy to use Forms Creator ensures you have complete creative control of your Owl Forms.
Easy for Clients to Use
Clients appreciate an approachable intake process as much as you and your administrative staff. The less a client has to complete before starting a session, the sooner you can start helping them.
Owl Forms were built to be extremely mobile friendly, so your clients can complete their paperwork when and where they want.
Monitor and Receive Forms
Monitor unfinished forms to track client progress. We’ll also send you an email notification as soon as a client submits a form, so you are always fully up to date.
Secure and Confidential
Convenience is great, but protecting your clients’ information should always come first. Find peace of mind knowing that your clients’ confidential information is being communicated and stored on Owl’s secure and compliant servers.
Paperless Intake Process
Go green with Owl Practice! Save yourself the headache of managing physical paperwork, and save some trees along the way. Owl is dedicated to helping thousands of Canadian therapists go paperless, and Online Intake and Consent Forms are the next step towards a paperless practice.
Start Using Forms Today
You’ll need to add the Client Portal onto your plan to access Owl’s Online Intake and Consent Forms feature. The Client Portal includes access to the Online Booking tool as well as Online Intake and Consent Forms. Contact us today to discuss setting that up! The easiest way to learn to use forms is with our short Forms Tutorial Video! Watch that below.
For guidance on creating your Consent Form, we highly recommending reading through this blog post.
Make sure to check out our FAQ and video tutorial before you get started.
We can’t wait to hear your feedback.
Practice Wisely,
The Owl Team
