Practice Insights is private practice analytics for therapists. It turns your bookings, sessions and invoices into clear answers about your practice. You don’t enter anything extra. The numbers come from the work you already do in Wholistic. This is the centre of Growth, one of Wholistic’s three pillars: understanding your practice as well as you understand your clients.
1 month completely free · then R68/month · every feature included
Overview, clients, how clients find you, growth, diary and business.
See where clients come from and what each source is worth.
How full your diary is, by day and time.
Compare periods and export all tabs as a PDF with totals only.
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Practice Insights is organised around the questions practitioners ask. Each tab answers one of them, and the Overview pulls the main figures together.
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Every intake form asks “Where did you hear about us?”, and the answer feeds Practice Insights. You see which sources send clients and what those clients are worth to the practice, so you know where your time and marketing budget are best spent.
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Retention shows whether clients stay for the work they came to do. Wholistic shows retention and client lifetime value, and the client list has a “Not seen in 90 days” filter for the clients worth a review.
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A full diary and a profitable practice are not always the same thing. These private practice KPIs for psychologists show how your available hours are being used.
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The Business and admin tab shows how quickly clients and schemes pay, and which schemes reject claims most often. If one scheme accounts for most of your rejections, you will see it here.
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Choose a period and compare it with another, such as this quarter against the last one. Export all six tabs as a PDF. The export has totals only and no client names, so it is safe to share with a business partner, bookkeeper or supervisor.
The Growth pillar
Wholistic’s Growth pillar exists because of a gap. Practitioners are trained to understand clients, and rarely given the tools to understand their own business. Practice Insights closes that gap. Every booking, session and payment already tells you something about your practice, and here you can see it.
Your practice creates valuable data every day. Now you can actually use it.
Also part of Growth
Questions
Straight answers about what this feature does, and what it doesn’t.
Start 1 month free trialIt is part of Wholistic. Your daily dashboard shows today and this week. Practice Insights shows the longer view. Both use the same bookings, sessions and invoices, so there is no data to import.
No. The figures come from what you already do: clients booking, forms being signed, sessions happening and invoices being paid.
Six tabs covering your clients, how they find you, growth and retention, your diary, and business and admin. The invoicing area has its own financial reports for owed, overdue, invoiced, collected and written-off amounts.
No. The export contains totals only and no client names.
Yes, though the picture gets more useful as sessions build up. Starting early means your referral sources and retention figures cover the practice from the beginning.
Free resources
Free to download, with no sign-up. Use them in your practice whether or not you use Wholistic.
It all connects
Enter it once. Use it everywhere. Each part of Wholistic feeds the others, so nothing is typed twice.
Cash and medical aid invoices, claim tracking, remittances and payment reminders.
Learn more GrowthA calendar and public booking page that sends the intake form and syncs with Google Calendar.
Learn more ComplianceClients complete and sign online, and their file creates itself with the signed PDF attached.
Learn more GrowthToday’s sessions, one To do list, money owed and CPD status on a single screen.
Learn moreFree trial
Be one of the first practitioners on Wholistic. Your first 1 month is completely free, so you can test the software in your own practice — then it’s the founders price of R68/month, with every feature included.
Start 1 month free trial