Managing the business side of a therapy practice can be incredibly complex. From acquiring clients, to managing treatment plans, writing notes, navigating insurance, collecting payments, managing staff and technology, and paying bills, the tasks seem endless. So it’s no surprise that most practice leaders don’t know how well their practice is doing overall. They don’t even know what “good” looks like.
Where do practices look when they want to know how well they’re doing? Few have easy access to reliable, objective data to inform them about their practice’s health. In our survey, 30% of practices reported little or no visibility into even their finances, the most closely watched part of the business. Instead, they may ask a person they know for an outside perspective; when they do, about eight in ten of the practitioners we surveyed turn to a peer, a colleague, a former supervisor, or a professional network.
That instinct makes sense, but other people’s perspectives don’t fully account for the uniqueness of each individual practice; they may not be grounded in real data, and they don’t offer help in real time. A peer conversation has no benchmark in it, and the accountant's year-end summary lands long after the moment you needed it. Many practices are left without clear insight into whether they’re thriving, struggling, or landing somewhere in between, and they don’t know what they can do to improve.
Meanwhile, only 18% of practices we surveyed say they're truly thriving. Here's what we wanted to know: How do you measure the health of a practice, at any stage in its life cycle? What habits and practices are linked to better practice success? And what can be learned from the top practices, the ones that are thriving in every dimension of practice management?
Ensora works with more than 28,000 practices, so we researched practice health with the leaders who think about success every day. Our research made clear that above all, five domains of practice success matter most:
→ Client outcomes
→ Financial health
→ Practice operations
→ Clinician well-being
→ Client experience
An overwhelming 95% of the therapists we surveyed agreed that a successful practice has to perform well across all five domains. That view held true for practices that are struggling and for ones that are thriving.
The practices that sustain good care, steady finances, and their own well-being all at once built a habit: they can see how they're doing across all five domains, and they act on what they see. That habit, more than talent or luck, is what sets them apart.
That clear view is what this report is built to give you. It stands in for the gut feeling, a friend's read, the accountant's year-end report, and the basic dashboard buried in your practice software. One picture, across all five domains, that you can actually act on.
How well clients are progressing toward their goals. You see it in the change on standard check-ins like the GAD-7, PHQ-9, PROMs, or ADLs, and in what clients tell you about their own progress. This is your “why”, and it’s your clients’ “why”, too.
How well the practice manages the money it earns, whether it takes insurance or not. From clean coding and denial management for practices that bill insurance, to efficient and timely client collections and how long it takes to get paid, no practice lasts without managing its finances.
How smoothly day-to-day operations run. Your practice is more efficient when clinicians’ schedules are optimized and clients show up consistently and ready for their sessions. Thriving practices work smarter, not harder.
How well clinicians manage their workload, maintain balance, and avoid burnout. Therapists feel better when they are doing the work they were meant to do, and avoiding long hours driven by endless notes, non-clinical tasks, and IT frustrations.
How satisfied and engaged clients are with their care, beyond the clinical work itself. This can be a key differentiator for practices seeking success. A client’s opinion on what it’s like to schedule a session, pay a bill, and use a portal has outsize impact on their willingness to stay with and recommend your practice.
Whether you work solo or lead a large group, take insurance or run cash pay, see clients over telehealth or in person, or you're brand new or decades in, these five domains still apply. What changes is the mix. A new solo practice might rise or fall on client experience and cash flow, while a mature group leans harder on operations and clinician well-being. The domains are constant. Your size, your model, and your stage just move where the pressure lands.
The five domains of practice success are interconnected; a win or a setback in one can affect the others. For example, when clinicians are stretched thin, there's less to give in each session, and client progress and client experience can both suffer. A client who feels unheard tends to drop out of therapy, which leaves an empty slot and lost income. Because the domains are connected, a practice that prioritizes improving its weakest domain may see improvements in other domains too. But how can a practice know which domain needs the most attention, or what to do next? That’s the case for clear measurement across each domain, paired with habits that help strengthen weak spots and improve overall practice health.
Only 7% of practices actively track all five domains, and 62% track one or none. Stranger still, the domain practices rate as most important is often the one they track least. We call this the tracking gap. You may be most confident in the domain you care the most about. But without data to measure that domain's performance, confidence can mask blindness. You may not actually know if you're excelling or simply passionate, and passion alone tells you nothing. Consider counselor well-being: without measurement, you miss burnout until it's irreversible. Or client outcomes: you may champion them precisely because you've witnessed languishing and stagnation. We tend to care most fiercely about what we're least equipped to assess—our personal struggles become our professional blind spots.
It would be easy to assume that measurement of the domains is only for practices that are struggling, but the data says otherwise. 81% of practices say one clear view across all five domains would help them, and that's just as true for thriving practices as for struggling ones. Thriving practices want a clear view because it's how they keep getting better.
Why we built this
We built this for you. Demand for care keeps climbing, and the clinicians meeting that demand are running a business at the same time. That's hard, and the business side shouldn't cost you your own well-being. This report lays out what practice success looks like across all five domains, so you have a clear picture to work toward.
A successful practice is one that can sustain itself while continuing to serve everyone who depends on it well. Clients getting the care they came for, clinicians carrying a workload they can sustain without burning out, and the owner who can run the business profitably.
That kind of staying power is the hard part. Most new businesses make it through their first year, but nearly half are gone within five, according to the U.S. Bureau of Labor Statistics. The practices that last are built for sustainability, where good care, steady finances, and clinician well-being work together rather than compete with one another.
That's the whole point of this report. We want to help you build a practice that succeeds, and not by grinding yourself down to get there. Success can’t come at the cost of your own well-being.
So, here's what's ahead: first, a closer look at what each of the five domains means in practice and how to act on it. Then, the habits that help you stay on top of each domain, so you can move forward with more confidence.
When asked about the five domains of practice success, practices that say they are thriving (“Thrivers”) and those that say they are struggling or just getting by (“Strugglers”) actually agree on which domain matters most, on how confident they feel, and on whether they'd want a numerical score to help them assess their health. Where they differ is in the degree to which they actively track and manage each domain today: what data they have access to, the routines they've built, and who takes action when something slips.
In all five domains, Thrivers report having a clearer view and fewer downstream problems than struggling ones. The next section walks through each domain, what Thrivers do differently, and simple actions that start to close the gap.
The more successful a practice is, the more it actively tracks: active tracking of at least one of the five domains rises from 46% of Getting By or Struggling practices, to 61% of Doing Well practices, to 72% of Thriving practices.
| Practice health | Actively tracking at least one domain |
|---|---|
| Thriving | 72% (103 of 143) |
| Doing well | 61% (278 of 457) |
| Getting by or struggling | 46% (111 of 239) |
Ironically, the domains that practices see as most important are the ones they track the least. Even financial health, the most-tracked domain, is actively tracked by only 38% of practices, which means nearly two thirds aren't really measuring it. The sharpest version of this: among practices that call client experience a clear strength, only 28% actually track it. People feel most confident about the very things they aren't measuring.
Among practices that call client experience a strength, only 28% actually track it.
For this comparison, we split practices into two groups: those that actively track at least one of the five domains, and those that track none. Practices that track none report problems like these more often:
What should a practice take away from all this? It’s that the Thrivers aren't winning in just one or two domains; they've built a view into all five domains, enabling them to act with intention to support their practice where it needs it most. And because the domains are connected, Thrivers don't have to do everything at once. They make an improvement in one key domain, yielding improvements in multiple domains, and then address the next highest priority.
Domain 1
How well clients are progressing toward their goals. You see it in the change on standard check-ins like the GAD-7, PHQ-9, PROMs, or ADLs, and in what clients tell you about their own progress. Progress also shows up in client-defined goals, day-to-day functioning, and overall quality of life, not just assessment scores. This is your “why”, and it’s your clients’ “why”, too.
Client outcomes are where every other domain pays off. A rested clinician and a smooth schedule make good care easier, and clients who feel their care is working stay long enough to get results, which steadies both the schedule and the finances. A practice can have steady finances and a full calendar, but if clients aren't getting better, it's missing the point. That's the case for keeping the other four domains healthy: they set the conditions clients need to make progress.
Only about one in five clinicians reports no barrier to understanding how clients are progressing across their caseload. Competing administrative demands are the top barrier, named by nearly four in ten. Practices that don't track client outcomes are more likely to say limited visibility affects their treatment decisions. They are also less likely to say they have a clear enough picture of client progress.
Measuring may also improve the care itself. The American Psychological Association reports that measurement-based care can sharpen treatment goals, strengthen the bond between clinician and client, and lead to better outcomes, helping clients who are on track and clients who are struggling alike.
And a 2020 systematic review in Archives of Physical Medicine and Rehabilitation covering physical, occupational, and speech therapy ties patient reported outcome measures (PROMs) to deeper client engagement, a stronger therapeutic relationship, and care that stays centered on what matters to the client.
Just 21% of clinicians have a steady, reliable way to see how clients are progressing.
“What are the biggest barriers to understanding how your clients are progressing across your caseload? Please select all that apply.” N=992.
Thrivers are far more likely to say they have a clear enough view of client progress: 40%, compared with 23% of Strugglers.
“[I'd like to know] my clients' perspective on the usefulness or efficacy of their counseling sessions. Do they believe they are progressing towards their goals? If so, how do they know?”
Elise Fuller, LPC-S, mental and behavioral health, clinician
Today (15 minutes)
Pick one short, standard clinical assessment that clients complete themselves. Then choose the two or three points in a care journey when a client is invited to complete it.
Each week
Spend a few minutes comparing the most recent scores with previous scores, so a hunch can be checked against a real trend. Two questions help: Is this client moving toward their goals? Does what they tell you match what the scores show? If those few minutes start to stretch, a tool like AI Case Summaries can sum up the client's chart for you, so you can see client progress at a glance.
Domain 2
How well the practice manages the money it earns, whether it takes insurance or not. From clean coding and denial management for practices that bill insurance, to efficient and timely client collections and how long it takes to get paid, no practice lasts without managing its finances.
Money touches most aspects of practice health. When the finances are clear and steady, clinicians get breathing room to focus on care, and the practice can invest in the supports that protect well-being. When money is a worry, that stress pulls attention away from clients and erodes clinician well-being, which in turn means they can’t care for clients as effectively. And many financial problems start somewhere else first. A no-show or early client departure leaves an empty slot, which means lost revenue.
Money is the top worry across therapy practices, but a lot of that worry is due to lack of clarity on the practice’s financial health. When the financial picture is unclear, most practices (59%) experience stress as a result, even when the practice’s actual financial health might be fine. And 28% have no benchmark at all for what “good” looks like for a practice of their size, so even if they had all their financial data, they still may not be able to interpret the information to inform financial decisions.
59% report more stress when financial visibility is missing.
“When you lack a clear, up-to-date picture of your practice's financial performance, what are the most likely results?” N=947.
28% have no benchmark for what good even looks like.
“What makes it hard to understand how your practice is really performing financially? Please select all that apply.” N=947.
If the business side of a therapy practice feels like the part you were least prepared for, you're in good company. In Ensora's 2026 rehab therapy survey, only 5% of practice owners said they felt very well prepared for the business realities of running a practice.
Hardly anyone goes into private practice for the business side. A 2023 study in Counselling and Psychotherapy Research found that therapists open their own practice for autonomy and a workload they can sustain, and to get away from the untenable caseloads, burnout, and low pay of agency and clinic work. Most want the freedom to focus on the clients and approaches they care about most.
The business side comes with it, whether or not anyone trained you for it, and in a small practice there's rarely room to hand it off. With the median mental health counselor earning about $59,000 a year, according to the U.S. Bureau of Labor Statistics, a dedicated biller or operations manager is out of reach for most owners starting out. So billing, the books, and scheduling land on the same person already carrying a full caseload.
In Ensora's 2026 rehab therapy survey, just 5% of owners felt very well prepared for the business side.
Self-rated business preparedness, single-select. N=504, full PT/OT/SLP sample.
While all therapists in private practice may feel this burden, practice owners carry more of the financial stress (66% versus 55%), and they lack the time and bandwidth to be able to obtain a clear view of finances (40% versus 24%). That's exactly why a clear financial view helps owners most. It turns a vague sense that money is tight into something specific you can act on: the denial pattern, the slow-paying payer, the balances slipping away. You can set real targets for what you and your clinicians need to bring in, and catch a small leak before it becomes a big one. That's what Thrivers tend to do.
It isn't only the owner's job, though. When clinicians can see how everyday choices connect to the money, a full schedule, clean notes that get claims paid, fewer no-shows, they strengthen the practice's finances without any of it feeling like sales. And when the money is clear and steady, clinicians get, as one put it, breathing space to focus on outcomes.
While a clear financial view mostly removes the stress of being in the dark about finances and helps prevent avoidable mistakes, it won’t make every worry disappear. Some financial pressures, like reimbursement rates and payer requirements, sit outside any one clinician's control. The survey shows that Thrivers tend to see their numbers clearly, but that alone doesn't improve the financial outlook.
While 60% of Thrivers say having an unclear financial picture disrupts their operations, the situation is far worse for Strugglers: 89% of Strugglers say lack of financial clarity disrupts practice operations. The worry itself tracks closely with health, too: 26% of thriving practices name finances as a top concern, compared with 76% of those getting by or struggling.
Financial health is the area the fewest practices call a clear strength, just 9%, last of all five.
“For each area of practice, how would you rate your practice's current performance?” N=1,022 (row).
“Guidance on how much money I and my clinicians need to make to hit certain financial goals.”
Robbyn Taylor, mental and behavioral health, owner and leader
Five numbers worth knowing.
While few practice owners have training in financial management, any practice owner can greatly improve their financial health by getting familiar with just a few key financial numbers. Our research shows that these are among the most impactful:
For everyone:
For practices that bill insurance:
Today (15 minutes)
Choose one metric from the “Five numbers worth knowing” sidebar and note the benchmark for what good looks like (you may need to adjust it based on the specifics of your practice). Now you have something to measure, and a target to benchmark against.
Each week
Look at that one number on a set day each week, so a dip shows up while it's still small. If it dips, find the cause before reaching for a fix. A falling clean claim rate usually traces back to a few repeat errors; a climbing days-to-get-paid number often points to one slow payer or a stack of unworked denials. Fixing the cause heads off the next dip, too. If the cause is more than you can handle, you can improve your net collection rate with Ensora RCM.
Domain 3
How smoothly day-to-day operations run. Your practice is more efficient when clinicians' schedules are optimized and clients show up consistently and ready for their sessions. Thriving practices work smarter, not harder.
The efficiency of your practice operations tells you a lot about your practice overall, as inefficiencies tend to have outsize impact on other domains of practice success. A client no-show is lost revenue, and often an early sign a client is drifting. A clunky intake delays care and frustrates clients before they even start. And the friction in practice operations lands hardest on whoever has to absorb it, usually the owner.
No-shows and late cancellations are the top operational headache, named by 47% of practices. Unlike some other domains of practice success, weakness in practice operations is very visible; practices know they have problems, they just can't get ahead of them. Only about 20% have a defined process for catching and fixing operational issues, and 70% respond reactively rather than proactively, handling problems as they come up instead of catching them systematically.
No-shows and late cancellations are the top operational headache, named by 47%. Only about 20% have a defined process to get ahead of issues.
"Which of the following are the primary operational challenges in your practice right now? Please select all that apply." N=907. "When an operational problem comes up in your practice, how do you typically respond?" N=907.
Thrivers feel this strain far less. No-shows are a top concern for 52% of Strugglers, but only for 33% of Thrivers. And Thrivers are about twice as likely to have a defined process for tracking operational issues.
“Having short weekly team check-ins and a standardized scheduling/documentation workflow has helped a lot. It keeps communication consistent and helps us address issues before they become bigger problems.”
Stewart Mullens, rehab, owner and leader
Today (15 minutes)
Pick the operational problem that affects your practice the most, for example client no-shows, and write down the one follow-up fix you'll take every time it happens.
Each week
Check whether the fix is actually happening and whether the number is moving. If no-shows are your pick, a good first fix is to reduce no-shows with automated reminders.
Domain 4
How well clinicians manage their workload, maintain balance, and avoid burnout. Therapists feel better when they are doing the work they were meant to do, and avoiding long hours driven by endless notes, non-clinical tasks, and IT frustrations. The emotional load of the work matters too: compassion fatigue and secondary traumatic stress can wear on clinicians even when the schedule looks manageable.
It’s difficult to imagine a thriving practice where the clinical team’s well-being is poor. Stretched, burned-out clinicians have less to give each session, so outcomes and client experience both slip, and turnover empties the schedule and the budget. This goes double for solo practitioners who are a team of one, with nobody else to carry the burden. Protecting well-being holds the rest of the practice up.
Owners think they've built more support than their clinicians feel. On formal after-hours policies, 58% of owners say they're in place, but only 37% of clinicians agree. It's the same on caseload reviews, 50% to 30%, and on tools to cut paperwork, 57% to 38%. Owners aren't imagining what they set up. But whether the support goes unused, gets used without helping, or doesn't feel safe to use, too little of it is reaching the people doing the work.
Owners report building clinician well-being support 19 to 21 percent more often than clinicians report feeling it.
Thrivers are more likely than Strugglers to review workload on a regular basis (48% versus 34%), and they treat well-being as something to keep building rather than a fire to put out.
“Peer supervision and individual supervision are excellent in my practice. There is safety and vulnerability and professionalism that allows me as a therapist to really openly learn and grow with feedback and encouragement.”
Eunice John, LMFT, mental and behavioral health, clinician
Today (15 minutes)
Ask your clinicians about how manageable their workload is. If it’s a problem, unpack whether it is due to caseload, the amount of non-clinical work per client, or something else. If you’re a solo practitioner, ask yourself these questions and write down your answers.
Each week
Hold a short, regular workload check-in, and invite clinicians to bring possible solutions along with problems and share enough operational and financial context for clinicians to see whether the change is working. The key is open communication so that clinician well-being is part of regular conversation, and not something that only comes up when it’s too late. If notes turn out to be the biggest drain, you can cut documentation time with AI.
Domain 5
How satisfied and engaged clients are with their care, beyond the clinical work itself. This can be a key differentiator for practices seeking success. A client’s opinion on what it’s like to schedule a session, pay a bill, and use a portal has outsize impact on their willingness to stay with and recommend your practice. Client experience is distinct from client outcomes: outcomes are about whether care is working, and experience is about what it’s like to receive it. A client can be making real clinical progress and still leave over scheduling hassles or surprise bills.
Client experience is your early-warning system for everything else. A client who feels unheard leaves before treatment is done, so they never achieve their clinical goal; their exit is an empty appointment slot and lost revenue at the same time. Get experience right and clients stay long enough to get better, which keeps the schedule and the finances healthy.
Most practices can't hear from the clients who matter most here: the ones who leave. 68% have no reliable way to learn why a client stops before finishing treatment, and only 34% feel sure about how clients experience the practice outside the session.
68% have no reliable way to learn why a client leaves before finishing treatment.
“If a client stopped coming before completing treatment, would you know why?” N=867.
Thrivers are about twice as likely to feel sure about how clients experience their care (55% versus 27%) and are far more likely to follow up consistently when a client leaves early (44% versus 26%).
Confident, or guessing? 55% of thriving practices know how clients experience scheduling, billing, and communication. Only 27% of struggling practices can say the same.
This is also the clearest case of the tracking gap in action. Client experience is rated first in importance, yet among the practices that call it a clear strength, only 28% actually track it. Remember, “no complaints” is not the same thing as “good experience”.
Client experience ranks #1 in importance, yet only 28% of practices that call it a strength actually track it.
“I would like to know what went well. I sometimes get feedback from clients but not as often as I would like about their overall experience in working with me. The good, the bad and the ugly. I want to hear it all.”
Natalie Duerkop, LPC
Today (15 minutes)
Send a text or email to a client who has discontinued their care early and ask for a short call or reply so you can understand why they stopped coming for treatment. Let them reply on their own time.
Each week
Continue the outreach practice and evaluate the answers that come back. If you see a trend forming, take one corresponding action to improve the client experience. For a head start on the trends you're likely to see, read why clients leave therapy and how to keep them.
Taken together, the five domains of practice success tell one story. Thrivers have built enough of a view into all five domains so that they can act when and where it will benefit their practice the most. And because the domains are connected, each domain you improve benefits the others.
You don't have to do everything at once. One clear data-informed action is enough to start.
Therapy practice leaders are special people able to give comfort and healing to others, provide meaningful work for clinicians, and juggle the business demands of practice management. Our research shows that the job of practice leaders would be made easier with access to clear data on how their practice is doing, and benchmarking data they can use to compare themselves to similar practices. 81% of practices say that having one clear, measurable assessment across all five domains of practice success would help, whether they're thriving or struggling. And 65% say seeing how their practice compares to peers on all five domains would be useful, too.
“[Practice success] looks like integration of all these 5 components with increased visibility/clarity that allow for an informed and directed response.”
Abby Birk, MS, LMFT, mental and behavioral health, owner and leader
Managing a practice means making financial decisions without financial training, operational decisions without operational support, and workforce decisions without an HR department. Most practice owners figure it out as they go and quietly wonder if they're doing it right.
This survey is the beginning of something different. Subscribe to the Ensora Health Practice Success newsletter to receive ongoing guidance, resources, and an assessment tool, built specifically for practice owners and clinical leaders so you can stop guessing and start knowing.
Practice Success is Ensora's commitment to giving behavioral health and rehab therapy practices the business intelligence they've never had access to before, organized around the five domains of practice performance that matter most: your clients, your finances, your operations, your team, and your own well-being.
1,124 therapists answered this survey, about two thirds in mental and behavioral health and one third in rehab therapy. After screening for people with practice-management responsibility. It's an experienced bunch: 56% have practiced 11 years or more. Roles split roughly 63% clinicians and 37% owners or leaders, and about 39% work in small practices of one to three clinicians.
We fielded it in May 2026 on SurveyMonkey Team Advantage, with respondents recruited through User Interviews and through customer email across both rehab therapy and behavioral health.
The domains of practice success and research insights were validated by a team of clinical experts from the American Counseling Association (ACA).
This research draws on a national survey of 1,124 qualified respondents, including mental and behavioral health clinicians, rehab therapy clinicians (SLP, PT, and OT), including practice owners and leaders. Ensora Health fielded the survey online in May 2026.
Eligibility was established through two screener questions confirming professional status and clinical credentials. Qualified respondents completed 30 primary questions, including five open-ended items. Sample quality was assured through respondent screening and response quality checks.
Customers were invited directly through TheraNest and Fusion; non-customers were recruited through professional research panels and verified by clinical credentials. As a thank-you, all respondents were offered entry into a drawing for a $250 gift card and early access to the research findings. Non-customers recruited through the research panel received separate compensation through that panel.
Primary credential or clinical role
Mental and behavioral health
Rehab therapy
“What is your primary professional credential or clinical role?” N=1,124.
Acknowledgments
Project sponsors
Cory Polonetsky
Lynn Carroll
Report authors
Dave Okenquist Lead researcher
Audrey Smith Lead writer
Design and development
Ryan Harvey Lead designer
Narges Navidi Lead developer
Pam Steffen
Jason Todrick
Distribution
Julie Sommer
Philip Sidoti
Marissa Coughlin
Executive leadership
John Damgaard
Michael Martens
T Le
Kimberly Sisnett
Bryon Thomas
Kevin McKenzie
Kevin Smith
Gary Peterson
Kristen Aleksa
Media contact: Stephanie Wright — stephanie.wright@ensorahealth.com
If you are a rehab or mental health therapy organization, journalist, or conference organizer and are interested in a briefing on the report from one of our team members, please inquire at: stephanie.wright@ensorahealth.com
Association partners:
American Counseling Association
American Physical Therapy Association