Private Practice Calculator

Score Your Private Practice

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Find out which stage your practice is in and what it takes to level up.

*This score is based on your answers and trends from thousands of Healthie practices. While not exact, we’re giving you a likely range to help gauge where your practice stands.

Question 1 of 10

10% Complete

What is the size of your team and how do you manage collaboration?

This insight reveals your scalability potential and identifies collaboration tools that could 3x your practice efficiency.

Solo practitioner (just me)

Small team (2–5 providers/staff) and we use a shared system (shared calendars, internal chat, etc.)

Small team (2–5) but we mostly coordinate ad-hoc (emails, separate calendars)

Larger team (6+ providers/staff) with robust internal systems (roles/permissions, departments, regular team meetings)

Larger team (6+), but coordination is a challenge (lacking dedicated tools)

Question 2 of 10

20% Complete

How many active clients does your practice handle?

Understanding your current capacity helps us pinpoint exactly when and how to scale for maximum revenue growth.

Low client base (0–50 active clients)

Moderate client base (51–200 active clients)

Large client base (201–500 active clients)

Very large client base (500+ active clients)

Question 3 of 10

30% Complete

On average, how many appointments does each provider in your practice conduct per week?

This metric shows your productivity benchmark and reveals scheduling optimizations that top practices use to see 40% more clients.

Low volume (0–5 appointments per week)

Moderate volume (6–15 appointments per week)

Healthy volume (16–25 appointments per week)

High volume per provider (26+ appointments per week)

Question 4 of 10

40% Complete

How quickly do you complete and finalize chart notes/documentation after a client encounter?

Your documentation speed directly impacts work-life balance—we'll show you how leading practices cut charting time in half.

Excellent: During or immediately after the session (within hours)

Good: By the end of the next day (within ~24 hours)

Some delay: Within 2–3 days

Poor: Over 3 days (often end of week batch)

Very poor: I often have charts incomplete >1 week

Question 5 of 10

50% Complete

How do clients book appointments with you?

This reveals time-savings opportunities that could give you back 5-10 hours per week to focus on patient care.

Fully Automated: Clients book themselves via an online calendar

Partially Automated: Mix of self-scheduling and some manual scheduling

Mostly Manual: Clients request times and you confirm via email/phone (back-and-forth)

Fully Manual: I handle scheduling entirely by phone or personal coordination

Question 6 of 10

60% Complete

What is your appointment no-show or cancellation handling strategy?

Your no-show strategy impacts revenue more than you think—discover how to reduce cancellations by up to 60%.

None: We don’t have a formal process in place

Basic: We send basic reminders (email/text), but don’t enforce a policy.

Minimal: We send automated reminders and informally encourage 24-hour notice, but no enforcement

Automated: We use automated reminders and enforce a cancellation/no-show policy (e.g. fees, waitlists, rescheduling rules)

Question 7 of 10

70% Complete

How soon do you typically charge a client or submit an insurance claim after an appointment?

Billing speed directly affects cash flow—learn how optimized practices get paid 3-5 weeks faster than average.

Immediately or same day – ideal (fast billing)

Within 1–3 days – okay, minor delay

Within 4–7 days – noticeable delay

More than 1 week – significant delay in billing

Question 8 of 10

80% Complete

How do you handle billing and insurance in your practice?

Your billing approach reveals automation opportunities that could eliminate hours of administrative work weekly.

We electronically submit insurance claims through a clearinghouse (or use integrated billing software)

We bill clients directly (self-pay) and use online payment processing

We manually generate claim forms or invoices and send them (paper or PDF, not integrated)

We often have billing backlogs or outsource billing due to lack of in-house system

Question 9 of 10

90% Complete

Do you use any automation to handle routine tasks ?

This shows your efficiency multiplier potential—automation leaders spend 50% less time on admin tasks.

Yes, we heavily use automations and templates for most routine tasks

We use a few automations (e.g. some reminders or templates)

Very minimal – we handle most tasks manually

Question 10 of 10

100% Complete

Which of the following do you offer (beyond 1:1 appointments)?

Diversified services indicate revenue scalability—practices with multiple offerings generate 2-3x more per client.

Group sessions or classes (live group telehealth, webinars, etc.)

Online programs or courses for clients (on-demand content, e.g. a nutrition course)

Automated client engagement (e.g. regular newsletters, chat check-ins, or journaling via app)

One-on-one appointments only (no other services)

Your Assessment is Complete!

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