How we put this guide together
We make Cortexa Analytics, so we know it first-hand, and the screen in its section comes from our own product. Cortexa reads practice data from SimplePractice, TherapyNotes, TheraNest and Sessions Health, but we haven’t used PracticeVital or the EHRs’ own dashboards as customers. What we say about them comes from their own websites and help articles, listed under Sources & notes at the end of the page.
The options appear in the order most practices meet them, starting with the reports you already have, then a spreadsheet, then a separate dashboard. That order isn’t a ranking. Prices are the monthly list prices each company published on November 2, 2026, so confirm them before you buy.
Start with five questions from your own practice
A dashboard is useful only if it helps you act on something. Before a demo or a trial, write down the questions your practice currently answers from memory, late exports or numbers that disagree. They make a better test than any vendor’s feature list.
- Which clinicians have openings that fit the clients contacting us?
- Why did one clinician complete fewer sessions?
- Are fewer clients starting, or are more leaving?
- Did revenue change because of session numbers, session prices or payments arriving later?
- What will we do next, who will do it, and when will we check the result?
The options at a glance
| Option | What it costs | Works with | Suits |
|---|---|---|---|
| SimplePractice reporting | Insights and Practice pulse need the Plus plan, $99 a month plus $74 for each additional clinician | SimplePractice | Practices already on the Plus plan |
| TherapyNotes reporting | No separate price listed for these reports. The group plan is $89 a month plus $60 for each additional clinician | TherapyNotes | Questions about scheduling, attendance and keeping clients after intake |
| Jane reporting | Practice and Thrive plans at $79 and $99 a month, plus per-practitioner fees. The $59 Balance plan allows up to 20 appointments a month | Jane | Practices happy to work from detailed reports and exports |
| A spreadsheet | Your team’s time | Exports from your EHR | One-off decisions and budgets |
| PracticeVital | $249 a month for 5 to 15 clinicians, $399 for 16 to 30, quoted above 30 | Eight EHRs, including Jane, PracticeQ, TherapyAppointment and Healthie | Groups that want clinician goals and team comparisons |
| Cortexa Analytics | $50 a month | SimplePractice, TherapyNotes, TheraNest and Sessions Health | Practices on those four EHRs that want inquiries and caseloads in one view |
SimplePractice’s Analytics and Insights
SimplePractice’s Analytics dashboard shows income, outstanding balances, claims filed, appointments and note status for the dates you choose, and each tile opens the report behind it. On the Plus plan, which costs $99 a month for the first clinician and $74 for each additional one, the Practice pulse and the Insights tab add goals and deeper practice metrics. Groups of six or more practitioners can ask for custom pricing.
What it does well
Practice-wide goals, with each metric marked Stable or At risk. Insights pages for caseload health, session volume, financial performance, attendance and progress note compliance. A clinician snapshot of weekly completed sessions, cancellation and no-show rate, retention and time to complete notes, which you can export as CSV or XLSX.
Where it falls short
Practice pulse and Insights are only on the Plus plan, and only for the Account Owner and practice managers. Practice pulse timeframes can’t be changed, and the clinician snapshot’s four metrics are fixed.
Who should pick it
A practice already on Plus. Map your codes, use Insights for a month against your five questions, and see what is left unanswered before you pay for another product.
TherapyNotes’ reports and new Insights
TherapyNotes’ Revenue Report shows insurance and patient payments, filtered by clinician, service, payment method, location and date, and exports to a spreadsheet or PDF. On October 8, 2026, TherapyNotes announced Insights, a dashboard for Practice Administrators that starts with scheduling. Its pricing page lists no separate price for these reports, and the group plan is $89 a month for the first clinician and $60 for each additional one.
What it does well
The scheduling dashboard tracks appointment volume, missed and canceled appointments, retention after intake and churn, and in-person against telehealth sessions, by clinician and location. Administrators can set the grace period and follow-up count used to measure churn and retention.
Where it falls short
TherapyNotes said Insights would roll out gradually over the weeks after its announcement, so your account may not have it yet. The first release covers scheduling only, and TherapyNotes says more data areas are planned. The announcement doesn’t mention goals.
Who should pick it
A TherapyNotes practice whose main questions are about attendance and keeping clients after intake. Check whether Insights appears in your sidebar before you compare anything else.
Jane’s reporting
Jane’s reporting covers appointments, payments, accounts receivable, patients and staff. You can filter reports by date, provider and service, and export them to Excel or Google Sheets. Jane lists its Practice and Thrive plans at $79 and $99 a month, plus per-practitioner fees. Its $59 Balance plan allows up to 20 appointments a month.
What it does well
Bookings, attendance, cancellations and unscheduled patients at a glance, so you can see who hasn’t rebooked. A Patient Retention Report, referral tracking and a view of bookings and revenue across your staff.
Where it falls short
Its reporting page doesn’t mention practice or clinician goals. Cortexa doesn’t list Jane among its EHR connections, and PracticeVital does.
Who should pick it
A Jane practice that is comfortable working from reports and exports. If you want goals and clinician comparisons on top, PracticeVital is the separate dashboard here that lists Jane.
A spreadsheet built from your exports
Each EHR above exports its reports. SimplePractice’s clinician snapshot downloads as CSV or XLSX, TherapyNotes’ Revenue Report exports to a spreadsheet or PDF, and Jane exports to Excel or Google Sheets. A spreadsheet built from those exports costs nothing extra.
What it does well
It answers exactly the question you ask, with your own definitions. It suits a budget, a hiring decision or a what-if question that comes up once.
Where it falls short
Someone has to export, paste and check the numbers every time, and the definitions often live in one person’s head. If that person is busy or leaves, the weekly report stops.
Who should pick it
A practice facing a one-off decision, or a small team where one person keeps the sheet current. Our practice calculators cover common what-if questions without a spreadsheet.
PracticeVital
PracticeVital is a separate dashboard for group therapy and behavioral health practices. It pulls data from your EHR each day and lists eight EHR connections, which are SimplePractice, TherapyNotes, TheraNest, PracticeQ (formerly IntakeQ), Jane, TherapyAppointment, Sessions Health and Healthie. Plans are $249 a month for 5 to 15 clinicians and $399 for 16 to 30, with 10% off an annual plan and a quote above 30 clinicians.
What it does well
Weekly session goals for each clinician, with progress over time. Clinician dashboards, team comparisons by supervisor group or location, retention over time, cancellations, revenue by service or clinician, overdue notes and current caseloads. It charges no onboarding fee and says it typically has customers running within 48 hours of the first conversation.
Where it falls short
Its lowest published plan is $249 a month, for 5 to 15 clinicians, so a smaller practice should ask what it would pay. It counts intakes, but by its own description it focuses on data after clients enter the practice and leaves leads and inquiries to a CRM.
Who should pick it
A group that wants clinician goals and team comparisons for supervision, especially on Jane, PracticeQ, TherapyAppointment or Healthie, which Cortexa doesn’t list.
Cortexa Analytics
Cortexa Analytics is our product. It costs $50 a month, and the EHR connections our site names are SimplePractice, TherapyNotes, TheraNest and Sessions Health. It covers practice and clinician goals, sessions and clinician performance, availability and active clients, and inquiries and consultations before the first session. You can also ask questions about your data in plain language, and our team does the setup.
What it does well
It shows inquiries and consultations next to caseloads and availability, so you can follow a new client from first contact to care. The caseload view shows clients joining, returning, transferring and becoming inactive. Goals are included in the $50 subscription.
Where it falls short
Our site names four EHR connections, so a practice on Jane, PracticeQ, TherapyAppointment, Healthie or another system should ask before buying. It is another subscription on top of your EHR, and on SimplePractice Plus, Insights already covers retention, attendance, sessions and a clinician snapshot. Check answers to plain-language questions against the source report until you trust the definitions.
Who should pick it
A practice on one of its four EHRs that wants intake and caseloads in one view, or a group that wants goals and clinician reporting at a lower subscription price than PracticeVital’s published plans. If you later want Cortexa to run billing or intake, Full Service Partner is a separate membership.
Five checks for a useful demo or trial
Use the same five checks for every option, including the reports you already have. Focus on what your practice needs to do every week.
Answers your questions
Bring your five practice questions and ask the vendor to show the answer to each one.
Easy to understand
You should understand the labels, dates and next step without a long explanation.
Numbers you can check
Compare a total with the original records in your EHR. Ask about anything missing.
Works for your team
Have the person who will use it try a routine task.
A clear total price
Include the subscription, any plan upgrade it needs, setup, and the work your team still handles.
Try a real weekly review
Use a complete period and one administrative issue, such as a clinician with open capacity, a drop in returning clients, or revenue that moved differently from sessions. Ask the dashboard to help the team explain the change. Treat what you find as a signal to investigate, not a verdict on a clinician’s performance.
At the end, write a short action, such as investigating a scheduling mismatch, reviewing referral fit, checking a revenue definition or assigning intake follow-up. If the team can’t say what it learned or what it will do, the problem may be the view, the definition or the weekly routine. Solve that before adding more metrics.
Common questions
What is the best dashboard for a small therapy group?
It depends on your EHR and the questions you need answered. If your EHR’s own dashboard answers your weekly questions, you may not need another subscription. Among separate dashboards, PracticeVital’s lowest published plan is $249 a month for 5 to 15 clinicians, and it lists eight EHRs. Cortexa Analytics is $50 a month and names four. Test any option against the same five practice questions.
Does SimplePractice have practice analytics?
Yes. Its Analytics dashboard shows income, balances, claims, appointments and note status. On the Plus plan, the Practice pulse adds practice-wide goals, and the Insights tab adds caseload health, session volume, financial performance, attendance, note compliance and a clinician snapshot, for the Account Owner and practice managers.
Should I choose the product with the most metrics?
No. Choose enough coverage to answer important questions, with clear definitions and a usable route to detail. A long list of metrics can still leave the owner unable to explain why something changed.
Does a higher client return rate mean better care?
Not by itself. Clients may finish treatment as planned, change preferences or need a different kind of care. A return rate helps you decide what to investigate. It doesn’t grade the quality of treatment.
Do I need to replace my EHR?
Usually not. The EHR reports come with the EHR, and the separate dashboards read their data from it. Check that your EHR is on a dashboard’s list before comparing anything else. An EHR migration affects far more of your clinical and administrative work than a reporting choice does.