Prospective Patient Management

Manage prospective patient inquiries directly through your EHR.

Prospective Patient Management Features

The only automated inquiry form for mental health with patient-provider matching capabilities.

Automated Inquiry Form

Prospects can enter their own information, saving staff time.

Patient-Provider Matching

Patient-provider matching algorithms give data-driven suggestions for provider assignment.

EHR Integration

Inquiry form feeds directly into a prospect database in the EHR.

Easy First Appointments

Prospective clients can request an initial appointment time from the inquiry form.

Skip the Manual Entry Process

Cut down on phone calls and time spent creating records. Embed or link your inquiry form online, and each response automatically appears as a new record in your EHR’s prospective patient database. The form even invites users to request a time for an initial consultation. When you’re ready to change a patient record from “prospect” to “established,” you can do so in one click.

Prospective Patient Management Inquiry Form

Collect Important Data Before Intake

Don’t wait for intake to verify insurance coverage, ascertain treatment needs, and puzzle out patient/provider schedule matches. Gather that information on the inquiry form and approach your potential client with answers about whether yours is the right practice to meet their needs.

Improve Clinical Outcomes with Better Provider Matching

Prospective patient management by Valant is the first solution of its kind to offer robust data on what each patient wants in a provider. The matching algorithm factors in demographic information, insurance, treatment types, and the patient’s reported condition to offer clinician suggestions based on data—not guesses or “gut feelings.” This leads to stronger patient engagement, happier clinicians, and better retention rates.

Prospective Patient Management - PPM Provider Treatment Profile
Broadcast Messaging - EHR

Manage the Prospective Patient List Efficiently

The Prospective Patient Management program helps you track which prospects you’ve followed up with and/or scheduled, so no potential patient is accidentally left behind. If your practice has long wait times for new patients to begin the intake process, you can choose to prioritize certain types of inquiries over others.

Ready to Get Started?

See Other Ways Valant Can Improve Clinical Care and the Patient Experience

What They’re Saying

Valant's Prospective Patient Management Tool has dramatically reduced our clinician load by initiating the first contact with a patient and beginning the scheduling process. Clients have been able to directly and conveniently request specific staff and provide insurance information that directly populates into their chart.

Greg Snyder, Ph.D, Owner and Psychologist at Perspective Behavioral Health

I was sitting last week trying to plan out how exactly I would field my consult requests and screen for fit and you all just tackled that whole thing for me! I am a woman of faith and I swear it's like divine intervention. I am so excited to start seeing patients through the system because you guys have made this so efficient on so many levels! Again, amazing and "thank you"!

Diane R., Psych NP

My clients like that I can interact with them while documenting, and able to maintain good rapport with clients.

Therese J.Psychiatric Nurse Practitioner

Couldn't run my practice without it.

David B.Owner

Valant is incredibly easy and intuitive to use. It was designed for behavioral health care providers specifically, so all of the functionality is geared toward those who provide mental health care.

Travis O.Clinical Director

Related Resources

Telemedicine Transforming Behavioral Health with TechnologyBlogComplianceEHR technologyGrowing your practiceIndustry newsManaging your practiceNon-Prescribing ClinicianOffice ManagerOperating virtuallyPatient engagementPractice administrationPractice OwnerPrescribing ClinicianRegulations and complianceTelehealth
June 20, 2024

Telemedicine: Transforming Behavioral Health with Technology

Definitions and History Telemedicine, also known as telehealth, refers to the delivery of healthcare services virtually using technology. It allows patients and providers to connect remotely, bridging geographical gaps and improving access to care. The concept of telemedicine dates back…
Compact license states work together to expand telehealth access.BlogComplianceEHR technologyePrescribingGrowing your practiceIndustry newsManaging your practiceNon-Prescribing ClinicianOffice ManagerOperating virtuallyPatient engagementPractice administrationPractice OwnerPrescribing ClinicianRegulations and complianceTelehealth
June 4, 2024

How to Use Interstate Compacts to See More Telehealth Clients

Providing telehealth therapy services over the Internet can expand your business and be rewarding, too. Telehealth can fit into your clients’ busy schedules so that they can obtain care that they might not otherwise have access to. Since the COVID-19…
Practice manager considers questions to ask when selecting an EHRBillingBilling for behavioral healthBlogClinical careClinical DocumentationClinical ReportingComplianceEHR technologyeLabsePrescribingeSignatureGrowing your practiceIntake and Assessment AutomationManaging your practiceMeasurement based careNon-Prescribing ClinicianOffice ManagerOperating virtuallyPatient CommunicationsPatient engagementPatient PortalPractice administrationPractice OwnerPrescribing ClinicianProspective Patient ManagementRegulations and complianceSchedulingTelehealthTreatment Planning
April 2, 2024

Top 10 Questions to Ask When Selecting an EHR

Your electronic health record (EHR) system is the heartbeat of your behavioral health practice, facilitating your interactions with patients, payers, colleagues, and staff. Selecting the right EHR vendor can be the difference between a disorderly, unmanageable practice and one that…

See How We Can Help Your Team Today

Or Contact Us to Speak with a Specialist