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: September 19th, 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, September 19, 12pm CT
Zoom (receive link upon registration)
Register to receive a calendar invitation & link.
Upcoming Webinar
How to Use Practice Data to Improve Your Processes and Revenue
Hosted by Whitney Owens & Hunter Bickers
Join group practice owner and consultant Whitney Owens and her clinical manager Hunter Bickers as they share how they use PracticeVital to drive growth, improve retention, and streamline operations at Waters Edge Counseling.
They’ll cover key metrics around churn, billable sessions, supervision, and revenue—and how to turn data into action. Don’t miss this behind-the-scenes look at data-driven practice management.
Tuesday, August 26, 2pm ET
Zoom (receive link upon registration)
Register to receive a calendar invitation & link.
Clinical Leader Series
This interactive workshop series is designed specifically for clinical directors and clinical supervisors who want to feel more confident using data to coach their clinicians. Each session blends open discussion, real-world examples, and concrete strategies you can apply right away. This program is designed to be a hands-on, small-group experience where you’ll bring real challenges to the table to work through live with fellow clinical leaders.
Designed for PracticeVital users who lead clinical teams
Schedule & Topics:
October 9 | 11:00am CT – Helping Clinicians Understand the Value of Their Metrics
October 23 | 11:00am CT – Navigating Difficult Conversations with Struggling Clinicians
November 6 | 11:00am CT – Boosting Client Retention
November 20 | 11:00am CT –Improving Clinician Utilization
Register to confirm payment and receive invitations.
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.
