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.
SimplePractice is a leading EMR (Electronic Medical Record) software designed for health and wellness professionals, including therapists, counselors, and social workers. It aims to streamline practice management by offering comprehensive features for scheduling, documentation, billing, and client communication. In this case study, we delve into SimplePractice’s data capabilities, focusing on available data, reporting features, and data exporting functionalities. Our objective is to provide therapy business owners with a detailed overview of SimplePractice’s strengths and areas for improvement, facilitating informed decisions when selecting an EMR system.
SimplePractice offers a very comprehensive suite of data options tailored to meet the diverse needs of therapy practices. Users can record extensive client information, including demographics, contact details, medical history, and treatment notes. The platform supports scheduling data, providing tools for managing appointments, therapist availability, and automated reminders.
From a data analysis standpoint this is the gold standard of available data. It is very well organized into different categories (Income/Billing/Insurance/Clients) with clean, easy to use reports. There is so much high quality available data that this is my favorite EMR to work with for dashboarding.
Does SimplePractice 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 SimplePractice data.
SimplePractice does have some limited canned reports it shows in the “Dashboard” section. There is income, claims filed, and a few minor other charts included. This section is not very customizable and doesn’t really include anything a practice owner might actually want to see, like appointments by therapist, churn rate, etc. so it shouldn’t be taken too seriously. I think SimplePractice realized this because they did actually reach out to me about advice on what owners actually want to see from a data visualization standpoint.
Overall I wouldn’t get too excited with their current dashboard capabilities and would still recommend using an outside service.
Like most EMR’s, SimplePractice offering users the ability to export data in multiple formats, including CSV and Excel. The exporting process is clean and user-friendly, with plenty of easy to use filters. You can even export years worth of data without any hair-pulling! (looking at your Therabill, TherapyPartner).
SimplePractice 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 SimplePractice 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!
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!
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.
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.
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 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.