CLIENT RECORDS
All Your Client Records in One Secure, Easy-to-Use Platform
Turn bulky files into a clean digital system- access notes, billing, and communicatioins anytime.
Track Everything You Need in One Place
Never juggle multiple systems again. In Owl, everything is linked together and housed in one place, making your day-to-day work easy and efficient.
Centralized client profiles bring contact information, clinical notes, billing, and logs together in one secure location, making it effortless to manage everything in one place.
Paperless convenience lets you store documents, images, and even handwritten notes digitally, reducing clutter and keeping records instantly accessible.
Automatic form sync eliminates manual data transfer. Intake forms connect directly with client profiles, saving time and ensuring perfect accuracy.
Quick clinical measures allow you to administer, score, and graph results instantly, giving you insights at the click of a button.
Gain Deeper Client Insights Effortlessly
Let data work for you—track trends, manage waitlists, and personalize care.
Custom client tags make organization flexible—group and filter clients by any metric that matters to your practice.
Smart dashboard tools put charts and trends at your fingertips, helping you spot patterns and make data-driven decisions in seconds.
Waitlist management features allow you to track how long clients have been waiting, note their availability, and manage requests for specific services with complete clarity.
Support Every Client Relationship
Designed for mental health professionals, Owl makes it simple to manage couples, families, and complex client dynamics.
Built for relational care – Owl is the only system designed to truly support the unique needs of couple, family, and marriage therapy dynamics.
Organized family records keep notes, billing, and demographics tracked individually for each member, ensuring accuracy while linking related profiles seamlessly.
Linked client profiles connect families, couples, or related individuals while maintaining secure and separate records for compliance and clarity.
Secure, Compliant, and Organized Client Data
Protect what matters most—your clients’ information stays secure, compliant, and accessible only to you.
Always compliant systems keep your practice fully aligned with PHI and PIPEDA standards, so you can feel confident in your documentation.
Secure by design, all data is encrypted, frequently backed up, and stored safely, protecting sensitive client information at every step.
Tamper-proof notes are digitally signed and time-stamped to meet compliance standards, providing a reliable and defensible record.
Peace of mind built-in with best practices in privacy and data retention at the core, so you never have to second-guess your compliance.
FAQs
With Owl, every client profile is highly customizable. You can store not just session notes and intake forms, but also contact information, diagnostic codes, referral sources, session types, sliding scale arrangements, and even custom tags you define yourself. This means whether you want to track a client’s presenting condition, referral source, or any specialized care details, you have the flexibility to tailor records to fit your practice’s exact needs.
Tags and custom fields let you categorize and organize clients however makes sense for your practice. You might tag clients by therapy type, referral source, or treatment stage, then filter your entire client list instantly. Custom fields allow you to track specific data points unique to your practice, creating a truly personalized system that grows with your needs.
Want to See Our Clinical Records in Action?
Let one of our dedicated Practice Consultants take you on a live demo and get the answers you need.
See All the Owl Practice Features That Reduce Admin Time
Client Portal
Reimagine the way you engage with your clients with our fully integrated client portal.
Billing & Payments
Streamline your practice with automated billing, easy online payments, and transparent tracking.
Secure Messaging
Safely exchange updates and resources with clients through encrypted chat.
Video Therapy
Our telehealth makes it effortless to connect with clients anytime, anywhere.
Try Owl Practice Free for 14 Days!
Join the thousands of mental health professionals across Canada using Owl Practice to run their private practice.
We know that starting a practice or switching EHRs requires a lot of energy and resources, so we’re offering therapists 50% off for their first 3 months when they choose or switch to Owl Practice to help make your transition smoother and less costly.
