Navigate PracticeVital
Explore the features and functionality of PracticeVital, page by page, report by report.
Metric Reports - Understand the available metrics reports
Completed Sessions Report
The Completed Sessions Report allows you to dig into completed sessions and utilization over time for your clinicians and your practice. This report i...
Frequently Asked Questions
The reason can vary depending on your EHR: SimplePractice & TherapyNotes You will always see billing codes. TheraNest/Ensora You will see billing code...
Cancelation Report
The Cancelation Report allows you to dig into cancelations over time for your clinicians and your practice. Within this report, you have various filte...
Revenue Report
The Session Revenue Report allows you to dig into the total revenue your practice is collecting from sessions, based on date of service. View total re...
Retention Report
To learn more about how retention and churn are calculated, see Retention and Churn Rates . The Retention Report allows you to compare clinicians’ re...
Average Revenue Per Session Report
The Average Revenue Per Session Report allows you to compare clinicians’ typical reimbursement rates side-by-side and over various time frames. Use th...
Clinician Metrics - View and compare your roster of clinicians across KPIs, or an individual clinician’s detailed metrics.
Clinician Details
Within the Clinician Metrics section, there is a detailed page for each of your clinicians. Here you can take a deeper look at an individual’s caseloa...
Clinician Overview
Clinician Metrics is your directory of all your clinicians and their key performance metrics. Group clinicians for comparison, or click through to see...
Settings
Add/Remove Users & Set Access Permissions
To add or remove a user from your PracticeVital account, visit Settings > Users & Permissions . Below is a summary of the types of user roles and wh...
Adding New Appointment Services
When your practice adds and begins using a new service code within your EHR, you'll receive an alert at the top of your PracticeVital account to "Revi...
Add or Remove Clinicians
We understand that changes in your clinical team are common, and we'd like to help you keep your clinician list up-to-date in PracticeVital. Prac...
Configuring Group Access
This guide explains how to configure a user to have access to specific clinician groups in PracticeVital. Group access is useful for supervisors who n...
Granting access to your clinicians
IMPORTANT - Clinician Access is now available to any customer as a paid enhancement to their subscription. Please reach out to support@practicevital....
Editing Clinician Categories
You have the option to enter one value for each category, per clinician. Consider these use cases: Primary Location: If you have multiple offices, ad...
Editing Clinician Details
PracticeVital supports the following "Clinician Inputs". These can be set during onboarding, or changed from your Settings . Start Date: Clinician m...