Why it exists Solution Features Who it's for Join Early Access
Practice Intelligence for Mental Health & Wellness

See your practice clearly.

ilumenIQ brings together the data your practice already generates and turns it into clear, actionable intelligence — so you always know the health of your business, catch problems before they become issues, and make decisions with confidence.

Join Early Access → Request a Demo
Launching with SimplePractice QuickBooks Gusto
iIQ
Overview
Intake
Active Clients
Utilization
Svc & Payer
Financials
Cedar Wellness Group
6 providers · 4 locations
Nov 2024 ▾
Booked Rev.
$84k
↑ 12.4%
Utilization
84%
↑ 3.1pp
At Risk
3
1 critical
Session Margin
SPQBGS
Avg revenue / session$185
Provider cost−$94
Overhead alloc.−$28
Session margin $6334%
↑ 4.2pp vs last month
!
Intake conversion down 22%
CRITICAL
⚠
Dr. Okello at 94% capacity
REVIEW
✦
PPO mix down 12% this quarter
INSIGHT
The problem

Every day you make decisions that shape your practice. Most of them are made without the full picture.

Your practice generates data every day — from every session, every invoice, every payroll run, every expense. But that data is disconnected, and no one is turning it into the insights you actually need.

You're not short on data. You're short on insights that guide you toward the right next step.
The problem we built ilumenIQ to solve
📋
Client base health is a mystery
Who's truly active? Who's at risk? What does each relationship generate over time?
🔀
Booked revenue is invisible
Scheduling gaps show up in your bank account long after it's too late to act.
👁️
Growth capacity is unclear
Before you hire or expand, you need to know where the opportunity actually lies.
⚡️
Profitability is guesswork
Not every clinician, service, or payer performs equally — but you can't see who's pulling weight.
The solution

From the first inquiry to your bottom line — one connected view.

ilumenIQ follows the natural arc of your practice — from how clients find you, to how long they stay, to whether your practice is actually profitable. Every view connects to the same data layer, so nothing falls through the cracks.

🏠
Your daily starting point

The Overview surfaces what matters most across all five areas. If everything's on track, you know it at a glance — and you start your day with confidence, not questions.

🗺️
Five views. One journey.

Each page answers a specific question your practice is already asking — organized the same order you'd think through your business, from new client pipeline to financial performance.

The more connected your data, the deeper the intelligence.
ilumenIQ delivers value from day one — with whatever systems you have in place. Connect more and the insights compound automatically.
Features

Built around the way your practice actually works.

Every page follows the client & practice journey — from the first inquiry to your financial performance.

+
🏠
Overview
Your daily starting point across all five areas.
Surfaces the most important signals across all five areas of your practice — with an alert panel so you always know what needs attention and what doesn't. If everything's on track, you know it at a glance and start your day with confidence, not questions.
At a glanceSample data
Booked Rev.
$84k
↑ 12.4%
Utilization
84%
↑ 3.1pp
At Risk
3
1 critical
Booked revenue · last 6 mo
JunJulAugSepOctNov
+
🔔
Alerts
Cross-cutting early warning across every area.
A cross-cutting early warning system watching every part of your practice simultaneously. Flags anomalies before they become issues — dropping retention, capacity breaches, billing gaps, and more.
COMING SOON
Live signalsSample data
Active
4
across 5 areas
Critical
1
needs action
Resolved 7d
12
↑ vs prev
Active alerts
!Intake conversion down 22%CRITICAL
⚠Dr. Okello at 94% capacityREVIEW
✦PPO mix down 12% this quarterINSIGHT
Client & Practice Journey First inquiry → active client → clinical utilization → service & payer analysis → financial performance
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🚪
Inquiry to Intake
Intake pipeline visibility from your EHR.
See your intake pipeline clearly — who's scheduled, how long it takes to reach a first session, and how well you're converting. Inquiry tracking and referral source data are on the roadmap.
INQUIRY TRACKING COMING SOON
PipelineSample data
Conversion
62%
↑ 5pp
Time to 1st
8d
days avg
Open
14
this week
Intake funnel
Inquiries120
Scheduled86
First session74
+
👥
Active Clients & Retention
Your true active caseload and what it's worth.
Know your true active caseload, who's at risk of dropping off, and what each client relationship is worth over time.
CaseloadSample data
Active
312
↑ 18
At Risk
18
watch
Avg LTV
$2.4k
↑ 6.0%
Caseload by status
Engaged
72%
New
14%
At-risk
9%
Lapsed
5%
+
🏥
Clinical & Space Utilization
Capacity before you hire or adjust schedules.
Understand whether your team has room to grow or is approaching a breaking point — before you make a hiring or scheduling decision you'll regret.
CapacitySample data
Utilization
84%
↑ 3.1pp
Open slots/wk
36
bookable
Peak provider
94%
near cap
Practice-wide capacity
84%Utilized
Booked 84%
Open 16%
Peak provider 94%
+
💰
Service & Payer Analysis
Where your revenue actually comes from.
Not every service type or payer relationship contributes equally. Understand where your revenue actually comes from so growth decisions aren't made blind.
Revenue mixSample data
Top payer
38%
PPO
Session margin
$63
↑ 4.2pp
Service lines
7
tracked
Revenue by payer
PPO 38%
HMO 24%
Self-pay 22%
EAP / other 16%
+
📊
Financial Performance
The full picture, updated automatically.
The full financial picture of your practice — updated automatically, without the spreadsheet your bookkeeper used to maintain.
FinancialsSample data
MTD Revenue
$128k
↑ 9.1%
Net margin
22%
↑ 2pp
Expenses
$99k
tracked
Revenue · last 6 mo
JunJulAugSepOctNov
Integrations

Works with the tools you already use.

⚡

Connect what you have. Get value immediately. ilumenIQ works with what you already use — and the intelligence deepens as your data does.

Available now
🩺
SimplePractice
EHR · Scheduling · Billing
Live
💼
QuickBooks
Accounting · Invoicing
Live
👥
Gusto
Payroll · HR · Benefits
Live
Coming soon
🩺
Additional EHR systems
EHR · Scheduling · Billing
Soon
💼
Additional accounting platforms
Accounting · Invoicing
Soon
👥
Additional payroll providers
Payroll · HR
Soon
Don't see yours?

We're prioritizing integrations based on what our early users actually need. Let us know — it shapes our roadmap.

30 seconds. No sign-up required.
✓ Request received — thank you!
Switching from another tool?
📊
Practice Reporting Tools
Historical data and reporting setup migrate cleanly — no starting from scratch.
Direct migration
🔷
BI Tools
ilumenIQ replaces the reporting layer with purpose-built practice intelligence.
No rebuild needed
📋
Spreadsheets & consultants
ilumenIQ automates what your bookkeeper or CFO service builds manually.
Replaces manual reporting
Who it's for

Built for mental health & wellness group practices.

Best for groups of 3+ — just as valuable for solo owner-operators who want the same clarity. Connect what you have, get value from day one.

Group therapy & counseling Behavioral health groups Psychiatric practices Nutrition & dietetics groups Integrated wellness clinics

Need help getting the right systems in place first? Learn about our consulting services →

✓  This is for you if
✓You run a practice with 3+ providers — solo owner-operators get the same value
✓You use at least one of: EHR, accounting, or payroll — connect what you have, add more over time
✓You're tired of reconciling multiple systems just to answer one question
✓A payroll or revenue surprise has caught you off guard before
✓You want a platform that grows with you — inquiry-to-intake, referral tracking, and more coming soon
✗  This is not for you if
✗You need raw data exports or fully custom reporting — ilumenIQ delivers decisions, not just data
✗Your systems aren't supported yet — we're adding more, and you can request yours in the integrations section above
Why ilumenIQ

Not another dashboard. A decision system.

Most tools show you what already happened. ilumenIQ is different.

💡
Not just reporting →
Insight
We surface what the numbers mean, not just what they are.
🧭
Not just insight →
Direction
What changed, why it matters, and what deserves your attention.
🎯
Not just data →
Decisions
You always know the state of your business and where to focus next.

This isn't analytics for analysts. It's clarity for leaders.

Up and running in an hour
1
Connect
Authorize your systems — minutes
→
2
Set up
1-hour session, tailored to your practice
→
3
You're live
Real insights, no ongoing maintenance
Early Access

Be among the first practices to use ilumenIQ.

A small group of practices building and refining the product with us. Founding benefits, a direct line to the team, and pricing locked in for life.

💰Founding pricing locked in for life 🛠️Shape the roadmap 🚀Hands-on onboarding included
No credit card required. We'll reach out within 48 hours.
✓ You're on the list — we'll be in touch within 48 hours.
Consulting Services

Don't have the right systems yet?

We offer hands-on consulting to build the operational foundation your practice needs — so when you connect ilumenIQ, the insights are there from day one.

Contact us →
Engagements scoped to your practice's needs
✓Systems selection — the right EHR, accounting, and payroll tools
✓Implementation & configuration — set up the way your practice actually works
✓Process & workflow design — inquiry-to-intake, billing, and payroll cycles
✓Migration support — clean transition from whatever you're piecing together
✓ilumenIQ onboarding — connected and running in one session