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EMR Analysis
TherapyNotes

These case studies on EMR’s are meant to briefly showcase what I was able to accomplish with each unique service and how that translated into insights for the practice owner. Some EHR’s are better than others for data analysis but there isn’t a lot of clear information out there comparing them.
Introduction
TherapyNotes is an EMR (Electronic Medical Record) software designed specifically for mental health professionals, including therapists, psychologists, and counselors. It aims to streamline practice management, improve patient care, and ensure compliance through comprehensive data management and reporting features. This case study examines TherapyNotes’ data capabilities, focusing on available data, reporting functionalities, and data exporting options. The objective is to provide therapy business owners with valuable insights to support their decision-making when selecting EMR software.
Available Data: A+
TherapyNotes allows users to capture detailed client information such as demographics, medical history, treatment plans, and progress notes. The software supports robust scheduling capabilities for managing appointments and therapist availability. Additionally, TherapyNotes includes extensive billing features for tracking payments, generating invoices, and managing insurance claims. This comprehensive data collection enables therapy practices to maintain organized records, facilitate clinical decision-making, and meet regulatory requirements effectively.
Does TherapyNotes have an API? No they do not, but that shouldn’t stop you from getting insights from your data. Book a call today to see how we can take the annoying work out of downloading and visualizing TherapyNotes data.
Reporting: C+
TherapyNotes offers a variety of built-in reports, including financial summaries, treatment notes, and client progress reports. Much like the reporting in Simple Practice, there is very little customizability to these reports to see a more detailed metrics, like client churn, for example. Overall I don’t see practice owners using these reports for any heavy duty analysis.
Exporting the Data: A
TherapyNotes provides flexible data exporting capabilities, allowing users to export data in formats such as CSV and Excel.
What I like about TherapyNotes is the fact that most of the important data is all in one report with around 50 columns, making the export very simple. Because almost everything is in this one report, you don’t have to do as much joining and blending data before analysis can begin. This makes TherapyNotes one of my favorite EMR’s to use in terms of simplicity and how fast I can get going with the data.
Overall EMR Grade for Data Analysis: A
TherapyNotes is overall one of the best EMR’s you can use for analysis of your practice data. It shines in it’s abundant, comprehensive reports for almost any metric you can dream of.
If you come to me with data in TherapyNotes then I can make some really insightful dashboards, with an emphasis on advanced insurance and income reporting.
Want your own custom dashboard without getting gouged on price? Make an appointment today to see how we can assist you!
What Clients Say About DataFluent
Ben has a real gift of being able to organize your practice’s data in an insightful and easy to use dashboard. Since hiring him, I have used the dashboard to track (and retrieve!) dropped clients, view my practice trends (for example, knowing when my slow months are coming so I can increase my networking and advertising to compensate). Let’s face it, we’d all like to be able to manually record and track our data, but it’s a boring, difficult and repetitive process, even though it would benefit us. With Ben’s help, you receive all of the data in a usable format monthly, with no need to manually input. Hire his company today, it will only help your practice grow!
Ben at Datafluent transformed our therapy practice with their EHR dashboard system. The payroll automation alone saves us hours, and the tracking for no-shows, late cancels, and missing notes has significantly improved our reporting, with the insurance insights helping us make better business decisions. I highly recommend them to any private practice wanting to streamline operations and boost their bottom line.
Working with Ben Bavonese has been a game-changer for our practice. The custom dashboard he created offers a clear, at-a-glance view of our KPIs, helping me make informed decisions with ease. What stood out most was his thoughtful approach—he took the time to truly understand the unique needs of our group practice and translated that into a tool that’s both insightful and easy to use. He’s also been consistently responsive and collaborative throughout the process. I highly recommend him to any group practice owner looking to gain clarity, efficiency, and take their operations to the next level.
This dashboard is deeply helpful for my practice. To see all of the data around session totals, retention rates, finances, and more all in one place makes communication and accountability with my team easier and clearer, and helps drive smart decision making for my practice. Ben is fantastic to work with. He is thoughtful and responsive and tailors the data to what you need. Highly recommend working with him!
Ben with Data Fluent is so knowledgeable and easy to work with. He created a dashboard for my practice that is easily accessible and makes the data easy to understand. Having the organized data without having to navigate multiple spreadsheets has made it possible for me to make some important changes in my systems and improve my business.
