Getting Started with PracticeVital

Welcome!
This section provides everything you need to set your practice up for success with PracticeVital.
Whether you’re just getting started or onboarding new team members, you’ll find step-by-step instructions, training videos, and downloadable guides to help you get the most out of PracticeVital from day one.

Begin with our 10-minute orientation video—perfect for introducing your leadership team to PracticeVital’s key features.

Before using PracticeVital day-to-day, take time to clarify how your team will use it across roles.

Questions to Consider

Access & Roles

• Who needs direct logins? (e.g., Clinical Director, Supervisors, Administrators, select clinicians, or all clinicians)

• What permissions should each role have? (Go to Settings → Users & Permissions to view the options.)

Training & Familiarity

• How will each user learn and become comfortable with their metrics?

  • Administrator

  • Clinical Director / Supervisor

  • Clinician

Information Sharing

• How will clinicians view their data?

  • Options: Direct login, PDF, or screen share

• How often will data be reviewed? Weekly? Monthly? Quarterly?

• Who will be responsible for sharing and reviewing it?

Communication Workflow

• Who should team members contact for PracticeVital questions?
  💡 Tip: Assign a “PracticeVital Expert” or point person to centralize questions and updates.

Use these curated guides and resources to help each role adopt PracticeVital effectively.

Leadership

• Guide for Leadership

• PracticeVital in Action: Tips for Putting It to Use

• Workflows Guide: Incorporating PracticeVital into Daily, Weekly, Monthly and Annual Workflows

Clinical Supervisors

• Article: How to Get Clinicians Engaged with Metrics

• Article: Making Data Conversations Supportive, Not Stressful

• Guide for Supervisors

• Supervisor Checklist

• Metrics Glossary

• Video: Clinician Metrics Overview

• Video: Retention Metrics Overview

Clinicians

• Guide for Therapists

• Video: PracticeVital for Clinicians

Use this short list of support articles to ensure you are set up for success.

• Adding or Removing Clinicians

• Adding Users & Assigning Permissions

• Establishing Clinician Categories (Location, Supervisor, Type)

• Setting Up Multiple Session Goals

• Adding or Updating Service Mappings

• Granting Clinician Access

• FAQs on How Each Metric is Calculated

📍 Bookmark this page as your Quick Start Reference.

Keep your team learning and engaged.

• Read the Latest on the Blog – Discover tips, case studies, and strategies for supporting clinicians.

• Join Monthly Meetups – Sign-up for free webinars, live Q&A sessions, and feature walkthroughs with PracticeVital experts.

• Learn About Each Metric Report– Explore the features and functions of each report in PracticeVital.

The more your team integrates PracticeVital into daily workflows, the greater your outcomes will be!