Building Your Practice's Weekly Scorecard

Build a weekly scorecard that your team can actually use to drive decisions, catch issues early, and keep your practice on track. In this episode, host Brandon Seigel explains why weekly metrics act as leading indicators, how to select 5–7 vital KPIs, and how to set green/yellow/red thresholds that trigger action before problems escalate. You’ll hear tool options—from spreadsheets and EMR dashboards to BI platforms and monday.com—and a simple, high-impact meeting format to keep everyone accountable. Finally, learn how to translate numbers into a narrative your team can rally behind. What You'll Learn: ▪️Weekly vs. monthly: why frequency matters and how weekly acts as a leading indicator ▪️The 5–7 vital KPIs to monitor (visits, cancellations/no-shows, collections, referrals, labor, utilization, reserves) ▪️How to set green/yellow/red thresholds with practical examples (e.g., cancellations greater than 15%) ▪️A 15–30 minute meeting framework: review, identify, assign, celebrate ▪️Tools to build your scorecard: spreadsheets, EMR, BI tools, monday.com ▪️How to give metrics meaning through storytelling to inspire your team Ready to turn your data into decisions and your decisions into results? Take action this week and build your scorecard. #PrivatePractice #PracticeGrowth #KPIs #HealthcareBusiness #DataDriven Catch the full Private Practice Survival Guide Podcast episode: Building Your Practice's Weekly Scorecard ▶    • Building Your Practice's Weekly Scorecard   📺 Watch and subscribe to the newest episode on the Private Practice Survival Guide Podcast 🎙️ Listen to the #podcast on your favorite platform: https://open.spotify.com/show/0iipnts... Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With Me Podcast Website: https://www.privatepracticesurvivalgu... LinkedIn:   / brandonseigel   Instagram:   / brandonseigel   https://wellnessworksmedicalbilling.com Private Practice Survival Guide Book: https://www.amazon.com/Private-Practi... This show is proudly produced at PS Studios — learn more https://www.psstudios.co