PracticeVital Work Flows

This is a reference designed to help practice owners, clinical directors, and administrative staff manage their operations efficiently using PracticeVital. It outlines recommended routines to implement across timeframes—from weekly check-ins to annual planning.

What You’ll Learn

This guide provides structured workflows for maintaining a high-performing clinical practice, including:

• Weekly Workflows:
  Step-by-step processes for reviewing team status, monitoring bookings and clinician performance, tracking retention metrics, and following up with new clients.

• Bi-Monthly and Monthly Workflows:
  Payroll review, intake and retention analysis, identifying at-risk clients, conducting 1:1 supervision meetings, and reconciling revenue reports.

• Annual Workflow:
  How to evaluate year-over-year performance, plan staffing needs, set strategic goals, define KPIs for every role, and conduct annual performance reviews.

Who It’s For

This resource is ideal for:

• Practice administrators seeking a consistent review cadence.

• Clinical directors managing team performance.

• Business owners wanting data-driven insights for growth.

How to Use It

Follow each workflow checklist at its designated interval (weekly, monthly, annually) to stay proactive, ensure accountability, and align your entire team with practice-wide goals.