For independent practice owners

Therapy practice resources

Practical guides, clear comparisons and useful calculators for running an independent therapy practice.

What are you working on?

57 resources

Comparison

Cortexa vs. PracticeVital

Compare Cortexa Analytics at $50/month with PracticeVital at $399/month for 16–30 clinicians. Explore goals, dashboards, intake and EHR connections.

Comparison

Cortexa vs. Headway: network access and full practice support

Compare Cortexa and Headway on insurance contracts, provider payouts, intake, billing, practice ownership and support across your independent group practice.

Comparison

Cortexa vs. Alma: provider membership and practice support

Compare Cortexa and Alma on membership fees, insurance contracts, group administration, private-pay billing, analytics and day-to-day practice support.

Comparison

Best therapy practice dashboards: choose one you will use

Compare Cortexa, PracticeVital and EHR dashboards for therapy practice analytics. Evaluate capacity, retention, revenue, usability and the work behind the numbers.

Comparison

SimplePractice vs. TherapyNotes for a growing group practice

Compare SimplePractice and TherapyNotes on group pricing, supervision, scheduling, billing and reporting, with a practical trial plan for your practice.

Comparison

Cortexa vs. spreadsheets: when practice reporting should change

Compare Cortexa Analytics with spreadsheet reporting for your therapy practice. Understand recurring effort, metric definitions, visibility and when to keep a model.

Comparison

Practice analytics vs. EHR reports: know when to add more

Understand when EHR reports are enough and when dedicated practice analytics adds value for capacity, caseload, clinician performance and revenue decisions.

Comparison

Headway, Alma and independence: design the practice around you

Understand Headway and Alma network contracts, provider payouts and operating responsibilities, and how to build an independent group practice with Cortexa.

EHR guide

Understand your SimplePractice reports

Find out what SimplePractice reports say about completed appointments, payments and open slots, and learn why some totals need a closer look.

EHR guide

Understand sessions and payments in TherapyNotes

Use TherapyNotes reports to check completed sessions, payments and reduced balances, then understand what needs attention in your practice.

EHR guide

Use TheraNest reports to understand your practice

Connect TheraNest appointment, note and billing reports to find unfinished work, understand payments and see which clinicians have openings.

EHR guide

Understand appointments and unpaid claims in Sessions Health

Read Sessions Health reports without confusing unfinished notes with missed sessions or counting the same unpaid insurance claim twice.

EHR guide

Understand Jane’s bookings, returning clients and payments

Learn what Jane’s booking, returning-client and payment reports mean, with simple examples to help you make better practice decisions.

Practice guide

How to choose a reporting tool for your therapy practice

Choose practice analytics by testing the decisions you need help with, checking the numbers and comparing the work and cost each option involves.

Practice guide

How to check why your therapy practice reports disagree

Find out why session and payment totals differ between reports. Use simple checks for dates, people, appointment types and later corrections.

Practice guide

How to measure whether therapy clients return

Follow the same group of new clients to see who reaches a second appointment, allowing enough time and keeping planned treatment endings in view.

Practice guide

How to understand your therapy practice’s profit

Work out what a session leaves after its costs, how many sessions cover practice bills and why money can still arrive too late to pay expenses.

Practice guide

How to decide when to hire another therapist

Check whether new inquiries fit the role, existing openings could help, and the practice can afford and support a new clinician as their schedule fills.

Practice guide

How to tell whether your therapy billing is on track

See which sessions still need billing, which payments are missing and what happens next. Use a small set of checks with clear examples.

Practice guide

How to make a yearly plan for your therapy practice

Turn the practice you want to run into a workable yearly plan for appointments, hiring, expenses and owner time, with room for a slower year.

Practice guide

How to spend less time on therapy practice administration

Find the administrative work taking up your week, hand over complete tasks and check whether you have more time for care, supervision and leadership.

Practice guide

How to switch your therapy practice to a new EHR

Plan a switch to new practice software while keeping records, appointments and billing in order. Check what moves, what stays and what needs testing.

Practice guide

How to build useful referral relationships for your practice

Help other professionals understand whom your therapy practice can serve, share current appointment information and make referrals easier to follow through.

Practice support

Mental health billing services for independent practices

Cortexa handles billing, follows up on unpaid claims and checks payments against services, giving practice owners fewer items to chase themselves.

Practice support

Front desk and intake help for therapy practices

Cortexa responds to inquiries, helps arrange suitable appointments and follows up on next steps, while your team keeps decisions about clinical care.

Practice support

Marketing support for independent therapy practices

Help suitable clients find your practice, understand your services and reach an appointment. Cortexa connects marketing with the work of running intake.

Practice support

Payroll services for therapy group practices

Cortexa calculates clinician pay, runs payroll and answers payroll questions, using your approved pay agreements and payroll system.

Trust & connection

Security at Cortexa

Understand Cortexa’s access controls, US data storage, staff safeguards and the security review for analytics and full service support.

Trust & connection

HIPAA and your relationship with Cortexa

Learn how Cortexa’s BAA, permitted data use, access based on each person’s job and no-training commitment apply to practice analytics and operational support.

Trust & connection

Connecting your EHR to Cortexa

See how Cortexa scopes EHR access, agrees permissions, validates reporting and establishes an operating handoff for your therapy practice.

Explained simply

Therapy practice benchmarks: what makes a fair comparison?

Understand starting points, targets and benchmarks for therapy practices, with worked examples of weighting, conversion and a reproducible measurement method.

Explained simply

How to check your therapy practice reports

Use synthetic appointment, payment and capacity examples to test reporting definitions before relying on an EHR or analytics dashboard.

Article

Therapy practice KPIs: six numbers to help you run the practice

A practical therapy practice KPI guide covering sessions, capacity, intake conversion, attendance, collections and clinician performance.

Practice guide

A 30-minute weekly review for your therapy practice

Run a focused weekly practice review with a timed agenda for intake, clinician capacity, attendance, billing and accountable follow-up.

Article

The therapy intake pipeline: from inquiry to first session

Build a therapy intake pipeline with clear stages, ownership, conversion formulas and a worked example of where suitable inquiries get stuck.

Article

Is there a dashboard for my therapy practice?

See what a therapy practice dashboard should show, how it differs from EHR reports and how to evaluate Cortexa using real management questions.

Article

The best tools for reviewing clinician performance

Compare EHR reports, practice dashboards and review routines for clinician performance, with fair capacity measures and actionable examples.

Article

How to reduce no-shows in a therapy practice

Diagnose therapy no-shows by appointment stage, timing and workflow, then improve reminders, rescheduling and front desk follow-through.

Article

Tools that help a therapy practice reduce no-shows

Choose reminder, scheduling, analytics and front desk tools by testing the full appointment workflow, including replies and rescheduling.

Article

How visible is your therapy practice in search?

Audit branded and unbranded search visibility, local discovery and the path from a search result to an appropriate therapy inquiry.

Article

How clients find therapists: connect discovery to first sessions

Understand referrals, directories, Google and your website as parts of a therapy inquiry journey, with a practical channel measurement example.

Article

How to measure your therapy practice’s brand

Build a practical brand scorecard for a therapy practice using branded search, referral understanding, inquiry fit and the experience after contact.

Article

Why are therapy referrals dropping? Find what changed

Find out whether falling first sessions come from fewer referrals, poor fit, limited availability or an intake handoff that needs repair.

Article

Is a Psychology Today profile enough for your practice?

Use your Psychology Today profile, practice website, referral relationships and intake process together to build more dependable therapy practice growth.

Article

Best EHR systems for therapists: a group-practice buying guide

Compare SimplePractice, TherapyNotes, TheraNest, Sessions Health and Jane through the clinical, billing and management workflows your practice needs.

Calculator

Therapy practice capacity calculator

See how much additional demand your therapy practice can serve with its existing team. Match open appointments to client needs and estimate completed sessions.

Calculator

Therapy practice break-even calculator

Calculate your therapy practice’s break-even workload from clinician sessions, collected rates, pay and itemized monthly costs. See the current surplus or shortfall.

Calculator

Therapy intake conversion calculator

Follow therapy inquiries through suitable care, booking, and an attended first session. Separate upcoming visits from gaps that need a closer look.

Calculator

Therapist profit calculator

See what one therapist’s completed sessions leave after clinician pay, employer costs and an itemized share of practice expenses. Compare workload with break-even.

Calculator

Therapy client value calculator

Calculate what a defined group of therapy clients leaves after clinician pay, session costs, marketing and intake. Use observed completed care and clear cost inputs.

Calculator

Therapy retention impact calculator

Review therapy care continuity by separating clients who continue, finish, transfer, or pause from unplanned gaps. Check appointment space for those who may resume.

Calculator

Therapy weekly session goal calculator

Work out the completed weekly sessions needed to cover clinician pay, itemized operating costs and your annual money-to-keep goal. Check the target against team capacity.

Calculator

Therapy booking target calculator

Turn a completed-session goal into a weekly booking plan. Use your attendance history, available appointments and matching demand to see what is achievable.

Calculator

Therapy marketing cost calculator

Add up therapy marketing costs, calculate the cost per client who attended a first visit, and check whether payments from their care have covered the spend.

Calculator

Therapy no-show cost calculator

Estimate the net value of recovering missed therapy visits after actual missed-visit fees, clinician pay and the cost of a reminder or follow-up plan.

Calculator

Therapy practice hiring calculator

Check whether matching demand can support a new therapist, what remains after their pay and added costs, and the cash needed while bookings and collections build.

Calculator

Therapy practice collection rate calculator

Calculate therapy collection rate for the same visits, then separate normal payment timing, balances needing review, and amounts written off.