Clinical Reporting

Your treatment results in black and white.

Clinical Reporting Features

Caseload Monitoring

Practice-wide workload management with insightful diagnosis distribution reports.

Patient Retention Tracking

Deep understanding of patient retention trends, enhancing your care and engagement strategies.

Clinical Productivity Benchmarks

Adjustable minimum and milestone thresholds to monitor clinicians’ monthly productivity.

Exportable Reports

Easy-to-export reports for deep-dive analysis and broader decision-making processes.

Outcomes Scoring and Charting

Ready-made visuals with detailed scores and graphs to report on patient progress over time.

Documentation Status Reporting

Automated completion status tracking to reduce liability and ensure responsible services.

Improve Patient Care with In-depth Clinical Reporting

Get the data you need to continually improve as a provider and ensure the best outcomes for your clients with Valant’s clinical reporting features. Valant allows you to generate reports on a wide range of items to more fully understand how your work is affecting patients. Check clients’ outcome measures, individually or in aggregate, to assess the effectiveness of treatment and identify areas for potential improvement.

Get a breakdown of data points such as:

  • How long clients have been in treatment
  • Average number of days between first and last visits
  • Average number of days between first and second visits
  • Number of patients on your roster with a specific diagnosis
  • Retention rates in aggregate or among certain populations

This in-depth reporting helps you see the “why” behind patient progress or stagnation. Use it to identify successful treatment protocols and reveal areas where you would benefit from professional development. Also keep an eye on the trends in what your target population is seeking help for.

And don’t just measure client outcomes—measure your own! Productivity benchmarks chart your work as a clinician. You can set standards for revenue or profit goals to see how you’re hitting your financial targets and more quickly head off downward trends in revenue.

clinicians reviewing reports

On-Demand Webinar: Boosting Clinical Productivity

Learn how clinical productivity affects the profitability of your practice, how to set the right productivity targets, how to monitor and trend your data, and more.

Never Miss Documentation Details

Proper documentation is crucial to responsible mental health services, and Valant software makes it easier than ever to dot every “I” and cross every “T.” With the click of a button, you can view all undocumented appointments and all unsigned documents in need of updating. You can keep track of the interval between appointments for medicated clients, to make sure each one is seen in a timely manner, and view their prescription list to catch signs of over-medication or prescription abuse.

Patient activity reports can alert you when clients have dropped out of treatment, so you can close their files. These things not only contribute to stellar service for those you treat, but they reduce your own liability as a provider.

stack of clinical reports

Manage Your Workload

Have you built a caseload based on the issues and treatments you’re passionate about, or simply let your roster grow organically? Too many complex cases can lead to burnout, while a docket full of diagnoses that bore you can make work less rewarding. Take control of your caseload with reports on your diagnosis distribution between patients. Use this information to design the kind of caseload that best fits your interests and bandwidth.


Understand your retention trends on a deeper level. Valant reporting not only delivers your overall retention numbers, but it also breaks those numbers down by other factors, such as type of diagnosis. Learn which type of patients you retain easily, and explore your options for improved treatment for diagnoses with high turnover.

patient talking with clinician

Ready to Get Started?

See Other Ways Valant Can Improve Clinical Care

What They’re Saying

The Report tool has become a favorite for providing clear data to the providers/owners.

Nelda H.Office Manager/Billing Agent

I have been using Valant software for over a year now and it has saved me a large amount of time with the awesome reporting features that come with the software.

LaKeita H.Co-Owner/Billing Manager

As a fairly large private psychology practice, we really like how easy it is to get information into and out of the system. The reporting capacity is especially robust. From scheduling appointments to running utilization reports, the Valant EMR helps make this big practice run smoothly.

Catharine B.Director of Operations

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