Patient Recall & Gap Closure for Psychiatry Practice Managers with Valant
The Problem
Overdue patients for Psychiatry & Behavioral Health follow-ups and preventive care fall off SimplePractice work lists — and each lost patient is a lifetime-value problem, not just a missed visit.
What We Build in Valant
AI identifies overdue patients, sends personalized multi-channel recall, fills open slots from the recall pool, and reports reactivation rate — panel retention climbs measurably. Purpose-built for teams running Valant — uses the native API or agent integration so nothing leaves the system of record.
Valant Integration Approach
Audit your Valant configuration
We map the specific Valant objects, custom fields, and workflows the automation needs to touch for your psychiatry & behavioral health practice.
Build on the Valant API or agent
Integration happens inside Valant — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Valant with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Valant instance
30-minute call. We'll look at your actual Valant setup and show exactly how this workflow fits.