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.
Monthly Meet Up
Next Session: November 21, 2025
We're discovering new ways our customers are using PracticeVital every day. Who better to learn from than fellow practice owners? Join us for our Monthly Meet Up with others using PracticeVital to propel their practices forward. Come for an open virtual discussion over lunch.
Friday, November 21, 11am CT
Zoom (receive link upon registration)
Register to receive a calendar invitation & link.
Upcoming Webinar
How to Use Trauma-Informed Leadership to Make Data Conversations Supportive, Not Stressful.
Metrics can be powerful tools for growth — but only when they’re introduced in ways that feel safe, collaborative, and supportive. In this live webinar,LevelUpLeaders co-founders Poonam & Julianne, LMFTs, will share a trauma-informed roadmap for transforming data conversations into opportunities for trust, development, and better client outcomes. This session is ideal for group practice owners, clinical directors, and supervisors who want to lead with both insight and empathy.
Read more on what to expect from the webinar in their recentblog post.
Friday, November 14th, 12pm CT
Zoom (receive link upon registration)
Register to receive a calendar invitation & link.
End of Year Office Hours
Wednesday, December 10th
As we approach the end of the year, we'll be hosting an open office hours for any PracticeVital customers to join and ask questions, provide feedback, and connect with other practice owners for tips and ideas for how to get the most value out of PracticeVital. We'll keep conversation open and informal. Register in advance, and bring questions ready!
Wednesday, December 10, 11am 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.
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.
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.
Learn how best to use PracticeVital as a supervisor. Guide your team in understanding their performance metrics to provide more targeted and meaningful supervision.
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.
Seeksupport 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 emailsupport@practicevital.comwith your specific questions and we’ll be in touch with assistance.
Scheduletrainingon 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. Reach out to support if you have not yet scheduled your training call and we'll coordinate a time.
Contact Support
FEEDBACK
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.
