Your Journey to a Smoother, More Organized Practice Starts Here
Built for mental health professionals, with mental health professionals — so you’re supported every step of the way.
Welcome to Your New Practice Management Home
Whether you’re transitioning from another platform or starting fresh, our team understands the unique needs of mental health practices across Canada. From solo practitioners to group clinics, we’ve got you covered with personalized support with an expert by your side.
Choose Your Setup Path
Recommended
Option 1: Free Personal Setup Consultation
Free premium, personalized support with unlimited 1-on-1 guidance.
Connect with a dedicated Owl Practice expert who understands the mental health landscape in Canada.
We’ll guide you through every feature, answer your questions, and ensure your practice is running smoothly from day one.
What's included:
- Unlimited setup sessions
- Personalized walkthrough of features
that matter most to you - Live assistance with data migration
- Check-ins to ensure you’re getting
the most from Owl Practice
Perfect for: Busy therapists who want expert guidance and faster setup
Option 2: Self-Guided Setup Journey
Prefer to explore at your own pace? We get it – use our self-guided setup journey as a roadmap.
Access our comprehensive setup resources designed specifically for mental health professionals.
Explore our platform, watch training videos, and set up your practice when it’s convenient for you and at your own pace.
What's included:
- Video tutorials for major features
- Access to our knowledge base
- Email support whenever you need it
- Screen sharing for complex issues
- Group and individual training available
whenever you need it
Perfect for: Tech-savvy practitioners who enjoy learning independently
Your Success Roadmap
We don’t just help you set up, we ensure you succeed.
With Owl Practice, you can set up at your own pace based on your needs.
Below is a sample 14-day success roadmap that you can follow.
Step 1: Get Ready to See Clients
(Days 1–4)
Set Up Your Basics
- Configure your services and rates
- Set up your calendar and availability
- Enable the client portal
(for scheduling, documents, and intake) - Import any existing
client data (optional)
Milestone: First client session booked
Step 2: Set Up Billing & Get Paid
(Days 5–8)
Configure invoicing & billing preferences
- Set up invoicing and billing preferences
- Preview client-facing billing flow
- Set up automated appointment reminders and reduce no-shows!
Milestone: First invoice sent
Step 3: Customize Your Experience
(Days 9–11)
Build intake forms & more
- Customize your progress note templates
- Set up secure client messaging
- Get assessment templates automatically created for you by the system
- Explore reporting and analytics features
Milestone: First form sent or note written
Step 4: Level Up & Get Paid Faster
(Days 12–14)
Advanced Settings
- Explore advanced settings and tools for future growth
- Set up team collaboration tools (Group Edition)
- Get ready to connect Stripe for online payment processing
Milestone: Stripe connected + advanced tools unlocked
Throughout your journey: Weekly check-ins available, 7-day-a-week support, and access to live training sessions.
Moving from another platform? We make it painless
We Provide Hands-On Migration Support from Any System.
Our migration specialists have successfully transferred data from all major Canadian practice management systems. We handle everything, ensuring nothing gets lost in the transition.
What we migrate:
- Client profiles and contact information
- Clinical notes and assessment forms
- Billing information and payment history
- Custom forms and templates
- Financial records and reporting data
The process:
- Consultation – We assess your current system and create a migration plan
- Data export – We guide you through extracting your data (or do it for you)
- Secure transfer – Your data is encrypted and transferred to Owl Practice
- Validation – We verify accuracy and completeness together
- Go live – Your new system is ready with all your data intact
Support That Actually Supports You
Dedicated Support Team, 7 Days a Week
Real people who understand the mental health practice landscape. Every team member understands the unique challenges of running a mental health practice in Canada, from billing requirements to privacy regulations.
What makes our support better:
- Mental health expertise – Our team includes former practice managers and healthcare professionals
- Canadian focus – We understand federal and provincial regulations, billing practices, and local needs
- 7-day availability – Because client crises don’t follow business hours
- No support limits – Unlimited support throughout your entire journey
Support options:
- Email support – Timely email support for all your questions
- Video sessions – Screen sharing for complex issues
- Training sessions – Group and individual training available
Finally, Software That Gets Your Work
Stop forcing generic practice management tools to fit your mental health practice.
While other platforms try to serve everyone, Owl Practice is purpose-built for mental health professionals and their specific needs. We serve and support professions across the mental health and wellness community specifically, and every feature is designed with your needs in mind.
Mental health-focused features:
- Clinical documentation – Templates for therapy notes and assessments
- Outcome tracking – Built-in tools for measuring client progress
- Supervision tools – Features designed for training and supervising staff
Canadian compliance built-in:
- PIPEDA compliance – Privacy protection that meets Canadian standards
- Provincial billing – Support for each province’s unique requirements
- Secure messaging – Encrypted communication that meets healthcare standards
Ready to Transform Your Practice?
Join Thousands of Mental Health Professionals Across Canada
FAQs
A: None! With Owl there are no setup fees, and no fees for onboarding, migration or support. Everything we mention is included as part of your free trial or in the monthly cost of your plan.
A: Absolutely, we are here to help you grow your practice at any stage of your career. This is why we offer a variety of plans. We offer plans for students, individual practitioners, and groups. Anytime you want to change your plan you can do so within your account.
Ready to Experience the Owl Practice Difference?
✓ Built for mental health professionals in Canada.
✓ Personalized onboarding – Dedicated specialists who understand your practice
✓ Seamless migration – Zero-stress data transfer from any system
✓ Canadian-focused support – 7-day-a-week help from real people who understand the mental health practice landscape
✓ Mental health-specific features – Purpose-built tools, not generic practice management software
✓ Risk-free guarantee – 14 days to experience the difference