PracticeVital Expert Guide
Edited
Every practice should consider assigning a PracticeVital Expert—a point person who understands the tool, stays on top of changes and maintenance, fields questions from team members, and communicates with the PracticeVital support team when needed.
A PracticeVital Expert may take responsibility for:
Keeping PracticeVital updated week to week.
Anticipating adjustments as your practice changes (e.g., new hires, schedule changes, updated goals).
Supporting your team in using PracticeVital effectively.
Acting as liaison between your practice and the PracticeVital team.
This guide will walk you through maintenance tasks, ways to make changes and updates, and questions to consider so you can keep your practice’s data accurate, reliable, and useful.