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Category: Practice Wisdom

Making your accountant happy

People often ask us if Owl Practice integrates with accounting software like QuickBooks.  This is an important question, and one we’re happy to answer:   Yes, Owl Practice integrates easily with commonly used accounting programs Therapists are not typically former accountants (though I have met

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Practice technology and your consent form

I don’t need to tell you that consent forms are a necessary part of private practice life. Whether referencing your treatment approach, privacy policy, limits of confidentiality, fee schedule, or payment terms, being clear and forthright with your clients at the outset of the therapeutic

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Getting rid of your filing cabinet

Secure document storage is a personal bugaboo for me. In addition to running Owl Practice, I help my partner in life manage a growing psychology practice. I vividly remember the day the declaration came from our practice administrator, “We need another filing cabinet.” There have been many

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Optimizing your practice workflow

  Behind every successful private practice is a set of well thought out processes that make common practice tasks easier, more accurate, and faster.  Many practices, however, have one or more broken processes that prevent them from being as efficient as they could. Here are a

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Tracking practice performance & profitability

As with any business that hopes to be profitable and grow, it’s critical that you track the performance of your practice over time. But what should you be measuring, and how can you do this in your practice every day? Key Performance Metrics & Why

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Managing your annual fee change

Raising your fees periodically is an essential part of running a viable private practice. However, the answer I often get to the question, “When was the last time you raised your fees?” is a hesitant “I don’t remember” or “a while ago…“.   Private practitioners know

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Tips For Practice Success in 2015!

In the course of managing Owl Practice, I come in contact with hundreds of therapists and practices across Canada.  I often start these conversations by asking, “How do you manage your practice today?“ A typical answer (after “sigh…”) is a patchwork quilt that includes elements like handwritten invoices (some with carbon

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