Putting PracticeVital to Use

Tips and resources for effectively using PracticeVital in your practice.
Introduce PracticeVital to your Leadership Team
Download our Leadership Guide
Introduce PracticeVital to your Therapists
Download our Therapist Guide.
Digest practice wide trends
On a monthly or quarterly basis, evaluate big-picture trends in your practice’s performance to help guide strategic decision making at large. For exam...
Host coaching & performance reviews
Consider using PracticeVital as the underpinning of all coaching and performance evaluations. This will allow you to build more data-driven evidence i...
Forecast or benchmark for the future
Leverage the your Metric reports alongside your financial planning tools to further benchmark and plan for the future. For example, you might: Set you...
Manage note compliance
Quickly check for total outstanding notes within your practice to gauge your practice’s overall compliance. You may also look to: Monitor the changes ...
Investigate or diagnose issues
If you’re having trouble with a specific clinician, but don’t know exactly what factors are at play with them, lean on PracticeVital to start understa...
Identify hiring or growth opportunities
Continually track overall and individual utilization rates for a sense on bandwidth across your team. You might consider : If your team is consistentl...
Set and manage goals
PracticeVital allows you to not only set goals at a clinician level, but also actively manage and hold team members accountable to those goals in real...
Drive caseload efficiencies
PracticeVital can be helpful in managing your team’s overall caseloads and optimizing your intake distribution process. Things you might consider doin...
Introduce accountability across your practice
Data can be a powerful tool in helping transform and grow your practice. But working with data in a vacuum will only lead to more challenges. It’s imp...
Compare clinicians and groups
Easily compare performance across all clinicians, or group by primary location, supervisor or ‘type’ for a quick read on how your team is performing c...