# Maintaining your Practice

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

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### A sustainable behavioral health practice doesn’t depend on adding more manual work every time patient needs or operational demands increase. Use your data to identify bottlenecks, standardize common patient touchpoints, automate repetitive intake and communication tasks, give patients more self-service options, and strengthen the workflows your team uses every day.

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## Guidance for Sustainable Behavioral Health Practice Operations

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

**For an established mental health practice, optimization is less about rebuilding your entire operation and more about finding the friction inside processes you already use.** Look for tasks staff repeat manually, points where patients need extra assistance, information moving between disconnected systems, and workflows that become harder to manage as volume changes.[/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=”1790277242576-0″ header=”Invest in Tracking Your Progress” tab_id=”1790277242577-6″]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.

**Make each report answer an operational question:**

- Are patient no-shows increasing?

- Are aging balances growing?

- Is documentation falling behind?

- Are certain providers carrying more appointment volume than others?

Identifying the question first makes the data more useful when you decide where to focus your time.

As your reporting needs become more advanced, use [behavioral health performance reporting](https://www.valant.io/practice-management/performance-reporting/) to monitor clinical, financial, and operational trends in a consistent place rather than relying on disconnected spreadsheets.[/nectar_icon_list_item][nectar_icon_list_item icon_type=”numerical” text_full_html=”html” title=”List Item” id=”1790277242586-0″ header=”Provide a Consistent Patient Experience” tab_id=”1790277242586-2″]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.

A consistent patient experience doesn’t mean every interaction needs to feel identical. It means patients know where to go and what to expect when they schedule an appointment, complete forms, communicate with your team, join a virtual session, manage a balance, or take the next step in care.

Document your preferred workflow for these common interactions and use the same core process across clinicians, locations, or programs where appropriate. Standardization reduces confusion for patients and gives staff fewer exceptions and workarounds to manage.[/nectar_icon_list_item][nectar_icon_list_item icon_type=”numerical” text_full_html=”html” title=”List Item” id=”1790277242595-9″ header=”Automate Your Intake” tab_id=”1790277242596-7″]Speed up 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. Prepare intake packets to auto-send themselves when they become a new patient in your [EHR](https://www.valant.io/ehr-tools/).

To reduce intake touchpoints further, map every exchange between the initial appointment request and the first session. If staff still need to send forms manually, chase signatures, request missing information, re-enter patient details, or explain the same next step repeatedly, **look for opportunities to connect or automate those tasks.**

A more streamlined workflow might collect key demographic and insurance information earlier, trigger the correct intake documents based on patient status, give patients a secure place to complete them, and show staff what’s still outstanding without requiring another phone call.

The goal isn’t simply to digitize forms. It’s to reduce the number of times patients and staff have to stop, exchange information, and manually restart the process.[/nectar_icon_list_item][nectar_icon_list_item icon_type=”numerical” text_full_html=”html” title=”List Item” id=”1790277242605-0″ header=”Guardrail Your Billing Process” tab_id=”1790277242605-3″]Failed audits and denied claims hurt your cash flow. Build checks into your billing workflow to identify missing documentation, incomplete information, or potential coding issues before claims are submitted. These guardrails can reduce avoidable rework, strengthen audit readiness, and support a more consistent revenue cycle.

Standardization matters here, too. Clearly define who reviews documentation, when eligibility is confirmed, how billing issues get routed, and which reports your team monitors. A predictable process makes it easier to identify exceptions before they become larger accounts receivable (AR) problems.[/nectar_icon_list_item][/nectar_icon_list][/vc_column][/vc_row][vc_row type=”full_width_content” 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” scene_position=”center” top_padding=”3″ bottom_padding=”3″ left_padding_desktop=”5″ right_padding_desktop=”5″ 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=”padding-3-percent” 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=”1/2″ 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]

## Use Your Patient Portal for Routine Self-Service

[/vc_column_text][vc_column_text]A [patient portal](https://www.valant.io/patient-experience/patient-portal/) can become the central point for many of the interactions that would otherwise turn into phone calls, emails, or manual follow-up. Giving patients a consistent place to complete routine tasks reduces unnecessary handoffs while making the experience easier to navigate.

Think about which interactions truly require staff involvement. Appointment-related information, forms, secure communication, telehealth access, payment tasks, and other routine actions may fit into a self-service workflow, leaving your team more time for questions that require judgment or conversation.

Portal adoption matters, too. Introduce the portal as part of your standard patient experience rather than treating it as an optional tool patients discover later. When staff consistently direct patients to the same process, self-service becomes part of how your practice operates.[/vc_column_text][/vc_column][vc_column column_padding=”padding-3-percent” 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=”1/2″ 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”][image_with_animation image_url=”14068″ animation=”Fade In” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default” margin_top=”3″ margin_bottom=”3″ margin_left=”5″ margin_right=”5″][/vc_column][/vc_row][vc_row type=”full_width_content” 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” scene_position=”center” top_padding=”3″ bottom_padding=”3″ left_padding_desktop=”5″ right_padding_desktop=”5″ 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=”padding-3-percent” 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=”1/2″ 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”][image_with_animation image_url=”204083″ animation=”Fade In” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][/vc_column][vc_column column_padding=”padding-3-percent” 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=”1/2″ 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]

## Standardize the Work Your Team Repeats

[/vc_column_text][vc_column_text]As your practice becomes established, informal processes often become harder to maintain. A workflow that once lived in one person’s memory may now involve several clinicians, administrative staff members, billers, or locations.

Identify repeatable processes and define how each should work.** Useful areas to standardize include:**

- New patient intake and onboarding

- Appointment reminders and no-show follow-up

- Patient portal onboarding

- [Clinical documentation](https://www.valant.io/clinical-care/clinical-documentation/) expectations

- Treatment plan review workflows

- Billing and payment follow-up

- Internal task ownership and escalation

- Practice and provider reporting

Standardization shouldn’t remove clinical flexibility. The goal is to make routine operational work predictable, so your team spends less time deciding how a process works and more time addressing situations that actually require individual attention.[/vc_column_text][/vc_column][/vc_row][vc_row type=”full_width_content” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” 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=”padding-5-percent” 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]

## Optimize for the Practice You Run Today

Practice structure also affects what sustainable operations look like. A solo provider may prioritize automation and simplicity, while a larger group may need stronger standardization, reporting, permissions, and coordination across teams.

[/vc_column_text][/vc_column][/vc_row][vc_row type=”full_width_content” full_screen_row_position=”middle” column_margin=”default” equal_height=”yes” content_placement=”top” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” left_padding_desktop=”5%” right_padding_desktop=”5%” 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=”1/6″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” bg_image_animation=”none” enable_animation=”true” animation=”grow-in” border_type=”simple” column_border_width=”none” column_border_style=”solid” delay=”100″][fancy_box box_style=”color_box_hover” icon_family=”iconsmind” link_new_tab=”true” color=”accent-color” color_box_hover_overlay_opacity=”default” box_alignment=”left” border_radius=”default” image_loading=”default” icon_iconsmind=”iconsmind-Administrator” min_height=”200″ link_url=”https://www.valant.io/ehr-for-solo-therapist-practice/”]

#### Solo Therapy Practice

[/fancy_box][/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=”1/6″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” bg_image_animation=”none” enable_animation=”true” animation=”grow-in” border_type=”simple” column_border_width=”none” column_border_style=”solid”][fancy_box box_style=”color_box_hover” icon_family=”iconsmind” link_new_tab=”true” color=”accent-color” color_box_hover_overlay_opacity=”default” box_alignment=”left” border_radius=”default” image_loading=”default” icon_iconsmind=”iconsmind-Business-Man” min_height=”200″ link_url=”https://www.valant.io/ehr-for-solo-psychiatrist-practice/”]

#### Solo Psychiatry Practice

[/fancy_box][/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=”1/6″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” bg_image_animation=”none” enable_animation=”true” animation=”grow-in” border_type=”simple” column_border_width=”none” column_border_style=”solid” delay=”200″][fancy_box box_style=”color_box_hover” icon_family=”iconsmind” link_new_tab=”true” color=”accent-color” color_box_hover_overlay_opacity=”default” box_alignment=”left” border_radius=”default” image_loading=”default” icon_iconsmind=”iconsmind-Business-ManWoman” min_height=”200″ link_url=”https://www.valant.io/ehr-for-small-practice/”]

#### Small Group Practice

[/fancy_box][/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=”1/6″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” bg_image_animation=”none” enable_animation=”true” animation=”grow-in” border_type=”simple” column_border_width=”none” column_border_style=”solid”][fancy_box box_style=”color_box_hover” icon_family=”iconsmind” link_new_tab=”true” color=”accent-color” color_box_hover_overlay_opacity=”default” box_alignment=”left” border_radius=”default” image_loading=”default” icon_iconsmind=”iconsmind-Business-Mens” min_height=”200″ link_url=”https://www.valant.io/ehr-for-large-practices/”]

#### Large Group Practice

[/fancy_box][/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=”1/6″ 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”][fancy_box box_style=”color_box_hover” icon_family=”iconsmind” link_new_tab=”true” color=”accent-color” color_box_hover_overlay_opacity=”default” box_alignment=”left” border_radius=”default” image_loading=”default” icon_iconsmind=”iconsmind-Network” min_height=”200″ link_url=”https://www.valant.io/multi-franchise-mental-health-practice/”]

#### Multi-Practice / Franchise Organization

[/fancy_box][/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=”1/6″ 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”][fancy_box box_style=”color_box_hover” icon_family=”iconsmind” link_new_tab=”true” color=”accent-color” color_box_hover_overlay_opacity=”default” box_alignment=”left” border_radius=”default” image_loading=”default” icon_iconsmind=”iconsmind-Billing” link_url=”https://www.valant.io/ehr-for-billing-agency/” min_height=”200″]

#### Billing Agency

[/fancy_box][/vc_column][/vc_row][vc_row type=”full_width_content” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” 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=”padding-5-percent” 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]

## Find Operational Guidance for Your Role

Different members of your practice experience operational friction in different ways. Use role-specific resources to focus on the workflows you manage most often.

[/vc_column_text][/vc_column][/vc_row][vc_row type=”full_width_content” full_screen_row_position=”middle” column_margin=”default” equal_height=”yes” content_placement=”top” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” left_padding_desktop=”5%” right_padding_desktop=”5%” 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=”1/6″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” bg_image_animation=”none” enable_animation=”true” animation=”grow-in” border_type=”simple” column_border_width=”none” column_border_style=”solid” delay=”100″][fancy_box box_style=”color_box_hover” icon_family=”iconsmind” link_new_tab=”true” color=”accent-color” color_box_hover_overlay_opacity=”default” box_alignment=”left” border_radius=”default” image_loading=”default” icon_iconsmind=”iconsmind-Doctor” min_height=”200″ link_url=”https://www.valant.io/who-uses-valant/prescribing-clinician/”]

#### Psychiatry Clinicians

[/fancy_box][/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=”1/6″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” bg_image_animation=”none” enable_animation=”true” animation=”grow-in” border_type=”simple” column_border_width=”none” column_border_style=”solid”][fancy_box box_style=”color_box_hover” icon_family=”iconsmind” link_new_tab=”true” color=”accent-color” color_box_hover_overlay_opacity=”default” box_alignment=”left” border_radius=”default” image_loading=”default” icon_iconsmind=”iconsmind-Nurse” min_height=”200″ link_url=”https://www.valant.io/who-uses-valant/pmhnp-ehr/”]

#### PMHNPs

[/fancy_box][/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=”1/6″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” bg_image_animation=”none” enable_animation=”true” animation=”grow-in” border_type=”simple” column_border_width=”none” column_border_style=”solid” delay=”200″][fancy_box box_style=”color_box_hover” icon_family=”iconsmind” link_new_tab=”true” color=”accent-color” color_box_hover_overlay_opacity=”default” box_alignment=”left” border_radius=”default” image_loading=”default” icon_iconsmind=”iconsmind-Female” min_height=”200″ link_url=”https://www.valant.io/who-uses-valant/non-prescribing-clinician/”]

#### Therapy Clinicians

[/fancy_box][/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=”1/6″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” bg_image_animation=”none” enable_animation=”true” animation=”grow-in” border_type=”simple” column_border_width=”none” column_border_style=”solid”][fancy_box box_style=”color_box_hover” icon_family=”iconsmind” link_new_tab=”true” color=”accent-color” color_box_hover_overlay_opacity=”default” box_alignment=”left” border_radius=”default” image_loading=”default” icon_iconsmind=”iconsmind-Talk-Man” min_height=”200″ link_url=”https://www.valant.io/who-uses-valant/office-manager/”]

#### Practice Managers

[/fancy_box][/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=”1/6″ 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”][fancy_box box_style=”color_box_hover” icon_family=”iconsmind” link_new_tab=”true” color=”accent-color” color_box_hover_overlay_opacity=”default” box_alignment=”left” border_radius=”default” image_loading=”default” icon_iconsmind=”iconsmind-Business-Woman” min_height=”200″ link_url=”https://www.valant.io/who-uses-valant/practice-owner/”]

#### Practice Owners

[/fancy_box][/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=”1/6″ 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”][fancy_box box_style=”color_box_hover” icon_family=”iconsmind” link_new_tab=”true” color=”accent-color” color_box_hover_overlay_opacity=”default” box_alignment=”left” border_radius=”default” image_loading=”default” icon_iconsmind=”iconsmind-Receipt-3″ link_url=”https://www.valant.io/who-uses-valant/billers/” min_height=”200″]

#### Billers

[/fancy_box][/vc_column][/vc_row][vc_row type=”full_width_content” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” 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=”padding-5-percent” 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]

## Know Where You Are in the Practice Life Cycle

**Maintaining an established practice is one stage of a longer operational journey.** If you’re still building your foundation, revisit [Starting Your New Practice](https://www.valant.io/starting-your-new-practice/).

If you’re learning how to make better use of your workflows and technology, explore [Learning How to Grow Your Practice](https://www.valant.io/learning-how-to-grow-your-practice/). When your priority shifts toward expanding capacity, providers, programs, or locations, continue to [Growing Your Practice](https://www.valant.io/growing-your-practice/).

Your operational priorities should change as the practice changes. Reviewing your processes at each stage keeps systems created for yesterday’s practice from becoming barriers to tomorrow’s needs.

[/vc_column_text][/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 improve patient engagement without adding more administrative work?”][vc_column_text]**Automate routine engagement activities while keeping higher-value conversations personal.** Appointment reminders, automatically delivered documents and outcome measures, portal access, secure messaging, and other repeatable communications can keep patients connected without asking staff to manage every interaction manually.[/vc_column_text][/toggle][toggle color=”Default” title=”How can measurement-based care support sustainable practice operations?”][vc_column_text]**Measurement-based care gives you structured information about patient progress that clinicians can use when evaluating treatment.** Regular symptom measures can strengthen conversations with patients, inform treatment decisions, and make it easier to identify when someone may need additional support or a different approach.[/vc_column_text][/toggle][toggle color=”Default” title=”How can I reduce claims denials and protect practice revenue?”][vc_column_text]**Start by reducing preventable errors before a claim leaves your practice.** Capture accurate patient information, confirm eligibility, keep documentation complete, and use connected billing workflows to reduce duplicate entry and surface issues before submission. [/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 should I monitor to keep my behavioral health practice healthy?”][vc_column_text]**Focus on reports tied to decisions you need to make, including provider productivity, patient retention, outcomes, referral sources, aging balances, and other financial indicators relevant to your practice.** Reviewing a consistent set of metrics over time gives you a clearer picture of where operations are strong and where changes may be needed. [/vc_column_text][/toggle][toggle color=”Default” title=”How can I use a patient portal to streamline behavioral health practice operations?”][vc_column_text]**Use your **[**patient portal**](https://www.valant.io/patient-experience/patient-portal/)** as a consistent destination for routine patient interactions instead of relying on separate calls, emails, and manual handoffs.** A well-integrated portal can support self-service workflows and make it easier for patients to complete common tasks while reducing repetitive administrative work for your team.[/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]