You will get Metrics Tracking Dashboard to monitor your Therapy Private Practice
Project details
Our robust metrics tracking dashboard allows you to see where your therapy practice stands at a glance. The dashboard provides you with answers to dozens of questions about your clients’ journey from caller to converted client to satisfied reviewer. The dashboard also answers your questions about the performance of your intake coordinator and therapists, helping you make decisions with up to date information and giving you peace of mind about the quality of service your clients are receiving.
The standard dashboard is already set up to answer dozens of common questions specific to the therapy group practice field. We can add as many therapists as you have in your practice to the dashboard, and customize it to track additional unique metrics that are important to you.
The standard dashboard is already set up to answer dozens of common questions specific to the therapy group practice field. We can add as many therapists as you have in your practice to the dashboard, and customize it to track additional unique metrics that are important to you.
Project Type
Data Entry, Project Management, Virtual Assistance, Customer Support, OtherWhat's included
| Service Tiers |
Starter
$420
|
Standard
$750
|
Advanced
$1,000
|
|---|---|---|---|
| Delivery Time | 14 days | 21 days | 30 days |
Number of Revisions | 3 | 5 | 7 |
Frequently asked questions
19 reviews
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AH
Aline H.
Aug 2, 2025
Operations & HR Assistance for Calm Counseling & Wellness Center
Working with Emily was an absolute pleasure from start to finish. She played a vital role in the setup and early operations of our private counseling practice, and her support was nothing short of exceptional. Emily is highly organized, proactive, and incredibly knowledgeable about streamlining administrative processes.
What stood out most was her excellent communication—she was always clear, responsive, and timely with every task and request. I never had to follow up or worry about anything falling through the cracks.
I would wholeheartedly recommend Emily to anyone looking for top-tier admin assistance, especially within a healthcare or private practice setting. She’s reliable, professional, and truly made a difference for our team. Thank you, Emily!
What stood out most was her excellent communication—she was always clear, responsive, and timely with every task and request. I never had to follow up or worry about anything falling through the cracks.
I would wholeheartedly recommend Emily to anyone looking for top-tier admin assistance, especially within a healthcare or private practice setting. She’s reliable, professional, and truly made a difference for our team. Thank you, Emily!
LF
Lindsay F.
Feb 14, 2025
Business coaching for virtual mental health practice
Working with Emily has been a game-changer. She helped me turn my vision into a clear, actionable plan and guided me through important considerations for establishing my mental health practice. Her deep understanding of the nuts and bolts of this business, combined with her keen insight, provided invaluable direction. Thanks to her expertise and support, I’m now on a solid path forward. I can’t recommend her highly enough!
SH
Shareefah H.
Dec 17, 2024
30 minute consultation
Emily knows her stuff. Thirty minutes with her was invaluable as she shared many ways to help my business grow. Highly recommended!
MK
Matthew K.
Jul 3, 2024
Therapy Practice: Operations & Intake Coordination Setup/ Business Consulting
I am really pleased with the work Emily did to boost the operations of my small NYC based group practice. I found her to be incredibly organized, collaborative, proactive and she's a determined problem solver. Emily implemented a more structured intake process for my group, she assisted me with website construction, SEO and content, she recruited and helped onboard new therapists for my team and often offered suggestions to help the practice run more smoothly. I enjoyed working with Emily. I'm sure I'll seek her operations expertise again soon.
SP
Stephanie P.
Feb 9, 2024
30 minute consultation
Emily was incredibly knowledgable and professional. I believe she and her team have the skills and experience to help any practice get organized and optimize their systems. I got all of the information I needed from our consultation and would recommend her highly.
About Emily
Business Help for Therapists: Profit, Operations, Admin, Payroll
100%
Job Success
Grants Pass, United States - 2:07 pm local time
Also see Confident Private Practice: Business Help for Therapists.
I have 10 years of Project Management, Operations Management and Therapy Office experience. My skills were instrumental in the growth of an ecommerce store from it's first $1 in sales to a multimillion dollar business, and I took those operations skills into therapy offices and other people centered businesses. Multiple therapy practice owners have used my systems to feel confident hiring more therapists, and to rest assured that the business is being managed while they focus on what they do best- helping people with their mental health.
The best way to work with me is to have me set up your systems and process, and then I will reduce my hours as my team or your existing team maintains everything I've set up. .
I have templates for SOPS, a robust dashboard to track metrics, retention and cancellation trainings for your therapists, and various other templates, which means I'm not starting from scratch putting your systems and processes into place. Everything is customizable to your business.
My services include:
*streamlining your systems and processes so you don't waste time or money,
*creating standard operation procedures so that your smooth systems can be replicated,
*tracking key performance indicators and analyzing the data to spot weaknesses in your systems that are costing you money,
*analyzing your profit and loss statement, and creating a profit & loss projection to help you make informed business decisions,
*working with your website team to develop a cohesive message that attracts your ideal clients.
*streamlining your hiring, annual reviews, and payroll processes,
*creating surveys to measure your client's satisfaction and identify areas of improvement,
*training your client care coordinator or other front facing staff to be an excellent representation of your business and to convert contacts to clients.
We'll start with an initial consultation where I'll learn about your unique business. I'll review your current systems and processes and provide you with a detailed report of recommendations for improvements. Then we'll collaborate on a plan that I will implement, with the goal of increasing conversions, reducing wasted time and money, increasing profit, and making your business a place where clients feel respected, and secure and confident in your services.
Steps for completing your project
After purchasing the project, send requirements so Emily can start the project.
Delivery time starts when Emily receives requirements from you.
Emily works on your project following the steps below.
Revisions may occur after the delivery date.
Consultation Call
We'll do a zoom call, and I'll screenshare to walk you through the dashboard and explain how it all works. You can share more information about your practice, and tell me anything you'd like to customize.
Add Therapists
You'll give me the names of the therapists in your practice, and I'll add them to the dashboard.