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.
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.
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.