Using Metrics in Your Private Practice: Three Do’s and Don’ts

For outpatient rehab practices looking to make the most of their relationships, provider skills and organizational processes, the availability of meaningful metrics can be the difference between success and failure. Afterall, data that uncover insights about staff efficiency, referral relationships and progress towards revenue goals is data that can be acted upon.

To reach success with metrics and reporting in your organization, there are a few activities we recommend prioritizing – and a few things to avoid. While there is no concrete right or wrong way to track and leverage metrics in a private practice, we believe there are some common, proven strategies that can set you up for success.

Read below to learn our top three do’s and don’ts when using metrics in your private practice. Plus, download our tip sheet here to learn even more do’s and don’ts when using metrics in your practice.

Do: Identify metrics as a team – Always engage your entire team when identifying which metrics are most important for each role in your practice. This will help ensure you get buy-in and that the metrics are relevant and useful for the people who would use and be impacted by them the most.

Don’t: Identify metrics in a vacuum – Don’t decide which metrics to track without first consulting the people who they would impact the most. Too often which metrics to track are determined by someone who is not directly involved or impacted by the metrics being used.

Do: Make metrics digestible – Make sure you are providing your metrics and reporting in an easy to digest format – seriously, no one likes never ending spreadsheets that only help to obscure data. In fact, research shows that people process information more easily – and make better decisions – when data is provided in graphics or tables that are easy to interpret and understand. Also, if they are provided in actionable terms, your staff will be more likely to act upon them and drive practice performance.

Don’t: Bury your metrics – Burying metrics in overly complicated reports will only make it more difficult for your staff to take action on their metrics. Further, many practices have clinical data in one EMR system, billing and financial data in another system, plus various spreadsheets that no one can understand. This can make it hard for staff members to understand if they’re being successful and if they need to take action on their metrics.

Do: Share your findings with the team – Make sure you are regularly reviewing your metrics with your team members. By sharing both what’s working and what’s not, you can provide your team a rallying point.

Don’t: Hide your metrics – Don’t ignore red flags in your metrics or sweep them under the rug because you don’t want to be the bearer of (potentially) bad news. The sooner people are aware of any red flags or risks, the sooner corrective actions can be taken to stop a crisis before it happens.

five metric do's and don'ts


Taylor Goldsmith

Content Marketing Program Manager

Taylor Goldsmith is the Content Marketing Program Manager at Clinicient where she manages the blog, social media strategy, supports lead generation activities and more. She provides insightful direction to a variety of other daily Clinicient activities and brings to her team knowledge of core and emerging marketing strategies. Taylor earned a Public Relations degree from the School of Journalism and Communication at the University of Oregon. In her spare time, she likes to travel, explore the Portland food scene, and cheer on the Oregon Ducks.

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