Downloadable Guides
Resources to download and share with your broader team.
PracticeVital Expert Guide
Every practice should consider assigning a PracticeVital Expert —a point person who understands the tool, stays on top of changes and maintenance, fi...
Completed Sessions & Utilization Worksheet
Learn more about how to use your Completed Sessions / Utilization Report in PracticeVital, and answer common questions for your practice using the dat...
Goal Setting Template for Practice
Use this goal setting template as a guide for setting practice-wide goals on an annual basis.
Goal Setting Template for Clinicians
Use this goal setting template as a guide for setting clinician-specific goals on an annual basis.
Supervisor Checklist
Supervisors can follow a simple, repeatable checklist of steps for how to use PracticeVital with their teams weekly.
Leadership Guide
Onboard your leadership team with an overview on the benefits of PracticeVital, why the metrics matter, and talking points to help staff embrace a dat...
Supervisor Guide
Learn how best to use PracticeVital as a supervisor. Guide your team in understanding their performance metrics to provide more targeted and meaningfu...
Therapist Guide
Introduce your therapists to PracticeVital with an overview on how it will help them individually as well as the practice at large.
Metrics Glossary
Refer back to this cheat-sheet on the key metrics, definitions, and general thresholds for meeting and exceeding performance goals.