# Maintaining your Practice

**URL:** https://www.valant.io/maintaining-your-practice/
**Author:** Allister Liberato
**Published:** March 8, 2023

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## Guidance for Upleveling Your Practice

Optimizing your practice operations starts with data. Analyze the insights you have to identify your inefficiencies.

[/vc_column_text][divider line_type=”No Line” custom_height=”30″][nectar_icon_list animate=”true” color=”Accent-Color” direction=”vertical” icon_size=”small” icon_style=”border”][nectar_icon_list_item icon_type=”numerical” text_full_html=”html” title=”List Item” id=”1780066994839-1″ header=”Invest in Tracking Your Progress” tab_id=”1780066994839-4″]Having [detailed reports](https://www.valant.io/ehr-tools/) on your retention, aggregate patient outcomes, and aging balances helps you know what’s working and what can be improved. Basing your decisions on real data will help your business thrive.[/nectar_icon_list_item][nectar_icon_list_item icon_type=”numerical” text_full_html=”html” title=”List Item” id=”1780066994846-7″ header=”Provide a Consistent Patient Experience” tab_id=”1780066994846-8″]Start by standardizing how you interact with patients. Giving them one place to pay balances, join telehealth sessions, and request prescription refills makes life easier for them and for you.[/nectar_icon_list_item][nectar_icon_list_item icon_type=”numerical” text_full_html=”html” title=”List Item” id=”1780066994853-2″ header=”Automate Your Intake” tab_id=”1780066994853-2″]Speed your new patient process by reducing the number of touchpoints between your practice and prospective patients. Have them send insurance details along with the first appointment request so you can run eligibility without picking up the phone. Tee up intake packets to automatically send when they become a new patient in your [EHR](https://www.valant.io/ehr-tools/).[/nectar_icon_list_item][nectar_icon_list_item icon_type=”numerical” text_full_html=”html” title=”List Item” id=”1780066994856-2″ header=”Guardrail Your Billing Process” tab_id=”1780066994856-9″]Failed audits and denied claims hurt your cash flow. Having guardrails to check documentation completion and coding accuracy before submission ensures you pass audits and get prompt reimbursement every time.[/nectar_icon_list_item][/nectar_icon_list][/vc_column][/vc_row][vc_row type=”full_width_background” full_screen_row_position=”middle” column_margin=”default” equal_height=”yes” content_placement=”bottom” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” bg_image=”12985″ bg_position=”center center” background_image_loading=”default” bg_repeat=”no-repeat” scene_position=”center” top_padding=”10%” bottom_padding=”10%” text_color=”light” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” color_overlay=”#333333″ color_overlay_2=”rgba(51,51,51,0.25)” overlay_strength=”0.8″ gradient_direction=”left_b_to_right_t” shape_divider_position=”bottom” bg_image_animation=”none” shape_type=””][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_spacing=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”2/3″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_column_text]Maintaining Your Practice[/vc_column_text][split_line_heading animation_type=”line-reveal-by-space” font_style=”h2″ content_alignment=”default” mobile_content_alignment=”inherit” text_content=”Know What’s Going On with 20 Practice KPIs”]Patient Portal[/split_line_heading][vc_column_text]To find out what’s working and what could be better, the best practices monitor key performance indicators. Learn what KPIs you should track to measure progress, identify areas for improvement, and achieve your goals.[/vc_column_text][vc_row_inner column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” text_align=”left” class=”eq_btns”][vc_column_inner column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_spacing=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][nectar_btn size=”large” button_style=”regular” button_color_2=”Extra-Color-1″ icon_family=”none” text=”Learn More” margin_top=”3%” url=”https://www.valant.io/resources/white-paper/behavioral-health-performance-indicators/”][/vc_column_inner][/vc_row_inner][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_spacing=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/3″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][/vc_column][/vc_row][vc_row type=”full_width_background” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” top_padding=”100″ bottom_padding=”100″ text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none” shape_type=””][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_spacing=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_column_text]Maintaining Your Practice[/vc_column_text][vc_column_text]

## Common questions asked by others like you

[/vc_column_text][toggles style=”minimal”][toggle color=”Default” title=”How can I better engage patients without expending too many resources?”][vc_column_text]Engaging patients can be a challenge, but it doesn’t have to be a drain on your resources. By automating patient engagement efforts, you can keep clients plugged in without overwhelming your workload. Appointment reminders, auto-sending documents like outcome measures and “homework” between appointments, and a patient portal with a messaging feature are all easy ways to keep clients engaged without demanding copious amounts of maintenance on the practice end. With the right tools, you can improve patient outcomes and keep clients happy without expending too many resources.[/vc_column_text][/toggle][toggle color=”Default” title=”How can measurement-based care improve my practice?”][vc_column_text]By regularly measuring and tracking patient progress through symptom rating scales, you can personalize treatment plans and make data-driven decisions that lead to better patient outcomes. [Measurement-based care](https://ps.psychiatryonline.org/doi/10.1176/appi.ps.201500439) can improve communication and trust between you and your patients, as they see that you are invested in their progress and have a clear understanding of their needs. It can also improve the efficiency of your practice, as you can quickly identify patients who need additional support or a change in treatment and adjust accordingly. Reviewing symptom rating scales can even help patients learn to spot signs of a relapse or worsening of their condition.[/vc_column_text][/toggle][toggle color=”Default” title=”How can I reduce claims denials to improve my revenue?”][vc_column_text]Often, claims denials are the result of simple errors such as typos, misspellings, or incomplete information. Ensure that you accurately capture patient demographic information on each bill. Software that pulls patient info from your central records for billing is the easiest tool to cut down on mistakes. It’s also imperative to check a patient’s eligibility before they begin sessions, so you know up front what is and isn’t covered by insurance.[/vc_column_text][nectar_btn size=”small” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” text=”Read More” url=”https://www.valant.io/resources/blog/in-house-vs-outsourced-billing-for-behavioral-health-practices/”][/toggle][toggle color=”Default” title=”What reports do I need to monitor the health of my practice?”][vc_column_text]To monitor the health of your practice, regularly review productivity reports at both the practice and provider levels, client retention and outcome measure reports, referral source reports, and payroll reports. By regularly monitoring these reports, you can identify areas for improvement, track progress towards your goals, and make data-driven decisions to improve the overall health and success of your practice.[/vc_column_text][/toggle][/toggles][/vc_column][/vc_row][vc_row type=”full_width_background” full_screen_row_position=”middle” column_margin=”default” equal_height=”yes” content_placement=”middle” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” bg_color=”#1e1e1e” scene_position=”center” top_padding=”5%” bottom_padding=”5%” text_color=”light” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overlay_strength=”0.95″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none” shape_type=””][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_spacing=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_column_text]
Maintaining Your Practice

[/vc_column_text][vc_row_inner column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” text_align=”left”][vc_column_inner column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_spacing=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/6″ tablet_width_inherit=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][/vc_column_inner][vc_column_inner column_padding=”padding-2-percent” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”left-right” column_element_spacing=”default” centered_text=”true” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”2/3″ tablet_width_inherit=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Your Turn to Make a Move” font_container=”tag:h2|text_align:center|color:%23ffffff” use_theme_fonts=”yes”][divider line_type=”No Line” custom_height=”10″][nectar_btn size=”jumbo” button_style=”see-through-3″ color_override=”#ec1367″ hover_color_override=”#1f809d” hover_text_color_override=”#ffffff” icon_family=”none” url=”/request-live-demo/” margin_top=”25″ text=”Request a Demo”][divider line_type=”No Line” custom_height=”10″][nectar_cta btn_style=”see-through” heading_tag=”h4″ text_color=”#ffffff” button_color=”default” link_type=”regular” alignment=”center” alignment_tablet=”default” alignment_phone=”default” display=”block” link_text=”Or Watch a Pre-Recorded Demo” url=”/buy/watch-recorded-demo/”][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_spacing=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/6″ tablet_width_inherit=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row]
