Prospective Patient Management

Focus your efforts with a behavioral health CRM in your EHR.

Prospective Patient Management Features

The built-in CRM for mental health with patient-provider matching capabilities.

No Website Needed

Reduce tech overwhelm by adding your appointment request link to Psychology Today, sending new patient inquiries directly to your EHR.

Insurance Card Uploads

Confirm coverage by capturing primary and secondary insurance details prior to the first interaction.

Self-Scheduling Flexibility

Match with the right patients from the get-go with a patient-provider algorithm to get a data-driven matching score during consultation.

Provider Treatment Profiles

Scrap the complicated spreadsheets by keeping details on your providers’ expertise and insurances on file.

Outreach Tracking

Ensure no potential patient is overlooked by tracking contact history and prioritizing inquiries based on date of first inquiry.

Out of the Box Treatment Types

Know which patients are a fit for your services by providing a built-in list of editable treatment types on your inquiry form.

Patient-Provider Matching

Match with the right patients from the get-go with a patient-provider algorithm to get a data-driven matching score during consultation.

Marketing Campaign Attribution

See which digital, email, and other marketing campaigns are bringing in prospective patients with UTM tracking by inquiry.

Go Beyond a Simple Appointment Request

Reduce time to first appointment by gathering vital patient information like treatment preferences and insurance details before consultation. Get a customizable inquiry form with your EHR to keep it all in one place.

Prospective Patient Management Inquiry Form

Save Time on Prospective Patient Data Entry

Cut down on unbillable back-and-forth by embedding or linking a user-friendly online inquiry form directly on your profile or website. Convert new patients in one click when they’re ready to start treatment.

Make the Right Call Every Time with Patient-Provider Matching

Gain confidence in assigning providers with matching algorithms that show which providers score highest alignment with a prospective patient on conditions treated, expertise offered, and insurances supported.

Ensure No Prospective Patient Falls Through the Cracks

Track every interaction and stay organized so you never miss a prospective patient. Keep a pulse on follow-ups, scheduling, prioritize inquiries on your waitlist list.

Get all the CRM Tools You Need, None of the Excess

Rely on an easy way to capture prospective patients, match them with the right provider, and track your waitlists without the bloat of external software. Focus your efforts with a behavioral health CRM in your EHR.

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

Integrated Outcome Measures

ePrescribing

Online Bill Pay

Patient Portal

eSignature

Patient Communications

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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

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Prospective Patient Management

Focus your efforts with a behavioral health CRM in your EHR.