Custom Group Practice Dashboards
All your important data in one place!
You want to see inquiries, appointments, retention & financial data all in one place.
But it’s impossible.
Scattered between spreadsheets and systems, you can’t see all your practice’s data without you or your assistant spending hours of valuable time manually gathering and calculating everything.
You want to know which marketing dollars are most effective, but you can’t quickly tell how clients are finding you. You know some of your clinicians might be struggling, but you can’t easily see their retention rate or how many clients are dropping off after 1 or 2 sessions.
You know it should be easier than this.
Now it can be!
Get the insight you need to make confident, data-driven decisions.
With a dashboard 100% customized to your specifications that refreshes on demand with new data, you’ll be able to see exactly what you need to see (not to mention what you didn’t know you needed to see).
It’s also very user-friendly for those who are not tech savvy.
Try it out!
Click the “>” on the bottom of the dashboard to see more demo pages. The demo works much better on desktop!
6 Easy Steps!
Click the button below. Set up a free consult with Jeff.
Discuss your dream dashboard. Jeff will help you figure out what you need from your data so you can see what you want to see.
Get an estimate. You’ll receive an estimate based on your discussion. Prices range from $1,000 - $3,500 depending on your needs.
Provide feedback. Jeff will ask for your feedback while your dashboard is being created so you know it’s just right.
Receive training. You’ll learn the ins and outs of your new dashboard.
Make confident, data-driven decisions!
Why me?
CUSTOMIZATION
Yes, there are some other options out there. But what I’ve found is they’re more cookie-cutter. They offer certain metrics that many practices need, but they’re lacking in their ability to present it to you the way YOU need to see it.
What if your definition of client retention is different? What if you want to connect to other data you have, like spreadsheets, payroll or Quickbooks? What if you have specific session goals you want to compare against for each clinician in your practice?
I customize your dashboard to exactly how you need it to be. I actually start almost from scratch with each new client because every practice is different.
PRICE
I charge an hourly rate to create your dashboard. The platform I use for your dashboard is free if you only need one user. There are no mandatory ongoing subscriptions for you to maintain access to YOUR dashboard.
Other dashboard companies charge monthly based on the size of your practice. But it’s actually not much harder to create a dashboard for a large practice than it is for a small one. Data scales easily, so with me, you’ll only pay for what it actually takes to get your dashboard working the way you want.
EXPERIENCE
When I worked with corporations, they happily spent tens of thousands of dollars for the kinds of data integrations and visualizations I provide. I bring this experience to group practice owners because, guess what? I’m married to one!
I know mental health data and EHRs very well. And I have a huge heart for group practice owners. I want to help free up your time so you can devote more of it to actually running your business and helping the people you set out to help.
What my clients are saying…
Jeff helped me create a dashboard for my practice, and it has been incredibly beneficial for both me and our clinical leaders in understanding how our practice is performing! Having this data has been valuable for our entire team. It’s taken the guesswork out of assessing performance and allowed us to make informed, data-driven decisions. Jeff was wonderful to work with: patient, knowledgeable, and friendly. He helped me clarify what I needed, offered thoughtful suggestions, and was responsive in making updates as our data needs evolved. I look forward to working with him again as we expand our metrics. I highly recommend him.
- Andrna’ Christopher, ARNP, PMHNP-BC
Owner, Mindful Mental and Behavioral Health
Portland, OR
I heard about Jeff’s dashboards from a fellow tech-geek friend and knew I wanted one for my practice. I needed something highly customized to track insurance authorizations, session counts, and our client intake process. Jeff was up for the challenge.
He took the time to understand our workflow, built a system that saves us hours each month, and continues to help us expand its capabilities. He is good at taking my random dashboard ideas and making them a reality. Jeff has been responsive, creative, and easy to work with. You can tell he really loves what he does as he gets equally excited about finding new ways for the dashboard to help save us administrative time.
I highly recommend having Jeff build your practice dashboard.
- Danielle Kepler, LCPC, CGT
Owner, DK Therapy
Chicago, IL
Working with Group Practice Dashboards to create our practice metrics dashboard has been an absolute game-changer. Before, pulling numbers for revenue, client sessions, and team performance felt like piecing together a puzzle from multiple platforms. Too many spreadsheets and too much time! Now, everything is in one clear, visually appealing dashboard. I can instantly see how we’re doing, spot trends, and make decisions with confidence. The process was smooth - Jeff at Group Practice Dashboards understood exactly what we needed. And his wife is also a practice owner, so he was even very familiar with Simple Practice! It's now way easier to hold my team accountable to their numbers, I highly recommend!
- Kendra Penski, LCSW
Owner, Freedom Within Center
San Diego, CA
I create fully-customized dashboards on the Power BI platform. Your dashboard will be accessible to you anywhere you can connect to the internet. You can start simple and expand the functionality of your dashboard as your needs and practice grow.
Using Zapier, I can create automations like sending emails to clients based on how many sessions they’ve completed, how long it’s been since their last session, or when it’s time to make them inactive in your system. It’s a major time-saver!
If you keep data in Google Sheets or Smartsheets (like client inquiries or session goals for your therapists), your dashboard can connect directly to your spreadsheets. This data can be used in conjunction with your EHR data to track metrics like the percentage of Inquiries who actually completed a session.
Book a Free Consult
Fill out the form, and I’ll reach out to schedule a free 30-minute consult.