This isn’t a “track everything” workbook. And it’s not a rigid KPI system that ignores the reality of running a human-centered business.

The Practice Performance Playbook helps you: 

• Understand the few metrics that actually matter 
• Interpret what your numbers are telling you 
• Translate data into clear, doable leadership moves 
• Create accountability without micromanaging 
• Build a repeatable monthly rhythm that supports consistent growth 

It’s designed to be used alongside the Practice Performance Dashboard, so you’re never guessing what to look at or what to do next.

Retention, no-shows, caseload fill, documentation, client satisfaction 

So quality care stays sustainable as you grow

Inquiry response time, conversion, onboarding speed, space utilization 
So clients don't fall through cracks before therapy even starts

Hiring, turnover, retention, onboarding success, staff satisfaction 

So your culture and capacity stay stable (not fragile)

Profit, payroll, expenses, revenue per clinician, AR, denials 
So your numbers support the life you’re building—not just survival

Referrals, visibility, conversion, partnerships, outreach 

So growth doesn’t feel unpredictable or exhausting