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Are you making decisions about your practice based on what the numbers say—or how things feel?
Y'all, I know tracking data can feel like one more thing on an already overflowing to-do list. But understanding your numbers can help you stop putting out fires and start making decisions with more confidence.
In this episode, I'm joined by Jeff Bourque, creator of Group Practice Dashboards, to talk about the data every practice owner needs to know and how to get started without making it complicated. Jeff began building dashboards for his wife's group practice and now helps other owners bring their numbers together in ways they can actually use.
We talk about tracking inquiries, understanding which referral sources turn into appointments, and using reports you already have in your EHR. I also share a rebooking metric that surprised me in my own practice—and why I'm paying closer attention to it.
In this conversation, we cover:
• Simple ways to organize inquiries and track conversion rates • What your numbers can reveal about therapist performance • How to delegate data collection to your admin team • Why rebooking rates and paid no-shows deserve your attention • How clinician profitability can guide compensation decisions • Using data to identify clients who may need follow-up and support
Before we jump in, I'm also sharing a personal milestone: saying goodbye to the office where I started my practice more than 12 years ago and preparing for our next chapter.
Knowing your numbers can help you build a sustainable practice, support your team, and serve your community well. Start with one thing, and build from there.
02:55 Meet Jeff Bourque 07:15 Simple ways to start tracking your practice's data 11:38 Moving beyond overwhelm and gut feelings 17:57 Using EHR reports and delegating data collection 19:34 Rebooking rates, no-shows, and payment policies 25:44 Understanding clinician profitability 28:12 Custom dashboards and a special listener offer
Special Offer Jeff is offering Wise Practice listeners $150 off the one-time setup fee for Group Practice Dashboards. Mention Whitney Owens and the Wise Practice Podcast in the referral field when scheduling your free consultation.
Meet Jeff Bourque
I began creating dashboards for group practices in 2023, starting with my wife Kelly Bourque's practice, Red Therapy Group. After tracking our metrics for a few months, she showed our dashboard to some of her group practice owner friends, and I've been busy ever since.
I've been in the data world since 2016, and I've built many corporate-level dashboards for large companies like Sony and HealthTrust who needed to summarize millions of rows of data. This data-wrangling experience coupled with being married to a group practice owner has me uniquely positioned to present group practice owners their data in meaningful ways.
Jeff's Resources
Links and Resources
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