The Data Every Practice Owner Needs to Know

Are you making decisions about your group practice based on real numbers—or just how things feel? Tracking your practice’s data doesn’t have to be complicated, and a few simple changes can help you understand what’s working, where you’re losing revenue, and what needs your attention. 00:00 Meet Jeff Bourque 03:25 Simple ways to start tracking your practice’s data 08:43 Moving beyond overwhelm and gut feelings 15:02 Using EHR reports and delegating data collection 16:39 Rebooking rates, no-shows, and payment policies 22:49 Understanding clinician profitability 25:18 Custom dashboards and a special listener offer In this episode of the Wise Practice Podcast, Whitney Owens sits down with Jeff Bourque, creator of Group Practice Dashboards, to break down practical ways to track and use your practice’s data. From organizing client inquiries in one spreadsheet to understanding conversion rates, retention, and clinician profitability, Jeff shares where to start without getting overwhelmed. They also discuss why delegating data collection matters, what your rebooking reports might reveal, and how tracking no-show charges can uncover missed revenue. Plus, Whitney shares how looking at the numbers can challenge assumptions about therapist performance—and help you better serve your clients and community. In this episode, you’ll learn: • How to organize client inquiries and track conversion rates • Why spreadsheet dropdowns make your data easier to analyze • What to look for in your EHR reports and exports • How to delegate data collection to your admin team • Why rebooking rates and paid no-shows deserve your attention • How clinician profitability can inform compensation decisions • What customized dashboards can reveal about your practice SPECIAL OFFER Jeff shares an offer for Wise Practice listeners: $150 off the one-time dashboard setup fee. Mention Whitney Owens and the Wise Practice Podcast in the referral field when booking a free consultation with Group Practice Dashboards. 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 Links Website https://www.grouppracticedashboards.com/ LinkedIn   / jeffreybourque   Links and Resources Learn More about Wise Practice Consulting https://www.wisepracticeconsulting.com Connect with Wise Practice on Instagram   / wise_practice_consulting   Connect with Whitney Owens on Facebook   / whitney.owens.963   Check out all of the podcasts on the PsychCraft Network https://psychcraftnetwork.com Wise Practice Masterminds https://www.wisepracticeconsulting.co...