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Resource Center

We're here to help our customers get the most out of their PracticeVital experience. Explore the below resources as you get to know the tool and become more familiar with it.

Support Knowledge Base_V3

Monthly Meet Up

Next Session: February 28, 2025

We're discovering new ways our customers are using PracticeVital every day. Who better to learn from than fellow practice owners? Join us on the last Friday of the month for our Monthly Meet Up with others using PracticeVital to propel their practices forward. Come for an open virtual discussion over lunch.   

  • Friday, February 28, 12pm CT 
  • Zoom (receive link upon registration)

Register to receive a calendar invitation & link.


Upcoming Marketing Webinar 

Hosted by Neal Samudre

March 6th, 10-11am CT

Struggling to determine the right marketing budget for your therapy practice? Join Neal Samudre for a live webinar where he’ll walk through key strategies for setting a data-driven marketing budget using insights from PracticeVital.

Whether you’re looking to sustain your practice or scale to the next level, this webinar will give you actionable steps to make informed, strategic marketing decisions with confidence.

  • Thursday, March 6, 10am CT 
  • Zoom (receive link upon registration)

Register to receive a calendar invitation & link.

Explore our video library as you get familiar

Navigating new software can be daunting, and we'd love to make it as easy as possible for you! Browse our collection of videos that walk you through each of the main pages of PracticeVital, so you can feel more comfortable as you find your way around. 

Seamlessly implement across your team

We realize PracticeVital may be introducing a new way of doing things within your practice, and change isn't always easy. We've put together a few guides that we hope can make that process a bit smoother. 

Metrics Glossary

Refer back to this cheat-sheet on the key metrics, definitions, and general thresholds for meeting and exceeding performance goals.

Download

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 data-first approach.

Download

Supervisor Guide

Learn how best to use PracticeVital as a supervisor. Guide your team in understanding their performance metrics to provide more targeted and meaningful supervision.

Download

Therapist Guide

Introduce your therapists to PracticeVital with an overview on how it will help them individually as well as the practice at large.

Download

Supervisor Checklist

Supervisors can follow a simple, repeatable checklist of steps for how to use PracticeVital with their teams weekly.

Download

Join the community of PracticeVital users

Practice owners across the country are finding new, powerful ways to leverage PracticeVital within their practice everyday, and we hope you’ll share and collaborate with one another. Please join our Facebook group to connect with the PracticeVital community.

Seek support on specific questions

We’re happy to help answer technical questions or investigate any data discrepancies you’re seeing. Please explore our NEW Support Knowledge Base, or email support@practicevital.com with your specific questions and we’ll be in touch with assistance. 

Schedule training on how best to use the tool

We offer one 30-minute complimentary training call with our team once you're fully onboarded into PracticeVital. Please include anyone from your team who plans on using the tool for your practice. Schedule your complimentary training session at this link

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Share Your Thoughts 

We're always looking to learn more from our valued customers. Whether it's to share how you've benefited from PracticeVital, ideas for future features, or pain points we can help further with, please consider submitting a feedback questionnaire.