
← Wise Practice Podcast13 okt · 33 min
The Data Every Practice Owner Needs to Know with Jeff Bourque | WP 207
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.
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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