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 costly, and make decisions with confidence.

Built for mental health and wellness practices — best for groups of 3+, valuable from day one
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
SP QB GS
Avg revenue / session $185
Provider cost − $94
Overhead allocation − $28

Session margin
$63 34%
↑ 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. But that data is disconnected, and no one is turning it into the insights you actually need to run a healthier, more profitable practice.

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
📋
You don't know the health of your client baseHow many clients are truly active? Who's at risk of dropping off? What's your real retention rate — and what does each client relationship actually generate over time?
🔀
You don't know how much revenue you have bookedScheduling gaps show up in your bank account long after it's too late to do anything about them.
👁️
You can't tell if you have room to growIs your team at capacity or underutilized? Before you hire, expand services, or take on new referrals, you need a clear picture of where your growth opportunity actually lies.
⚡️
You don't know which parts of your practice are profitableNot every clinician, service, or payer relationship performs equally. Without the right data, growth decisions are made on gut feel instead of numbers.
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 between systems.

🏠
Your daily starting point

The Overview surfaces the signals that matter most across all five areas of your practice. If everything is on track, you know it at a glance — and you start your day with confidence, not questions. If something needs attention, you're one click away.

🗺️
Five views. One journey.

Each page in ilumenIQ answers a specific question your practice is already asking — organized in the same order you'd think through your business, from new client pipeline all the way 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 in ilumenIQ answers a specific question your practice is already asking — organized in the same order you'd think through your business, from the first inquiry to your bottom line.

🏠
Overview
Your daily starting point. Surfaces the most important signals across all five areas of your practice — with an alert summary panel so you always know what needs attention and what doesn't.
🔔
Alerts
A cross-cutting early warning system that watches every part of your practice simultaneously. Flags anomalies before they become problems — dropping retention, capacity breaches, billing gaps, and more.
COMING SOON
Client & Practice Journey First inquiry  →  active client  →  clinical utilization  →  service & payer analysis  →  financial performance
🚪
Inquiry to Intake
See your intake pipeline clearly — who's scheduled, how long it takes to get to a first session, and how well you're converting. Inquiry tracking and referral source data are on the roadmap.
INQUIRY TRACKING COMING SOON
👥
Active Clients & Retention
Know your true active caseload, who's at risk of dropping off, and what each client relationship is worth over time.
🏥
Clinical & Space Utilization
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.
💰
Service & Payer Analysis
Not every service type or payer relationship contributes equally. Understand where your revenue actually comes from so growth decisions aren't made blind.
📊
Financial Performance
The full financial picture of your practice — updated automatically, without the spreadsheet your bookkeeper used to maintain.
Integrations

Works with the tools you already use.

ilumenIQ is built to connect to the EHR, accounting, and payroll systems mental health and wellness practices run on. Connect what you have — the platform delivers value immediately and grows as you add more.

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. If your EHR, accounting, or payroll system isn't listed, let us know — it shapes our roadmap.

Takes 30 seconds. No sign-up required.
✓ Request received — thank you! We'll be in touch if this makes it onto the roadmap.
Switching from another tool? Easy migration from
📊
Practice Reporting Tools
Already using a dedicated practice reporting tool for analytics? Your historical data and reporting setup migrate cleanly into ilumenIQ — no starting from scratch.
Direct migration supported
🔷
BI Tools
Running Power BI, Tableau, or a custom analytics stack? ilumenIQ replaces the reporting layer with purpose-built practice intelligence — no maintenance required.
No rebuild needed
📋
Spreadsheets & consultants
Paying a CFO service or outside consultant to maintain your financial reporting in Excel or Google Sheets? ilumenIQ automates what they're building manually.
Replaces manual reporting
Who it's for

Built for mental health and wellness group practices.

If you run a mental health or wellness practice with multiple providers and you're tired of reconciling disconnected systems just to answer basic questions about your business — ilumenIQ was built for you. Best for groups of 3 or more, though the insights are just as relevant if you're a solo owner-operator who wants the same clarity.

Group therapy & counseling
Behavioral health groups
Psychiatric practices
Nutrition & dietetics groups
Integrated wellness clinics
✓  THIS IS FOR YOU IF
You run a practice with 3+ clinicians or wellness providers — though solo owner-operators will find the same value
You use at least one of: an EHR, accounting platform, or payroll system — connect what you have and get value immediately, 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 are 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 — though we're adding more, and you can request yours in the integrations section above
Consulting Services

Don't have the right systems yet? We can help.

ilumenIQ is most powerful when your EHR, accounting, and payroll systems are properly configured and connected. If you're not there yet — or you've outgrown a patchwork of spreadsheets and workarounds — we offer hands-on consulting to help you build the operational foundation your practice needs.

We work with mental health and wellness practices to select the right systems, implement them properly, and design the workflows that make everything work together — so when you connect ilumenIQ, the insights are there from day one.

Practice Systems Consulting

From scattered spreadsheets and disconnected tools to a clean, connected operational foundation — ready for real-time intelligence.

Systems selection — we help you choose the right EHR, accounting, and payroll tools for your practice size and specialty
Implementation & configuration — hands-on setup so your systems are configured correctly from the start, the way your practice actually works
Process & workflow design — inquiry-to-intake management, billing procedures, and payroll cycles built around how your practice actually operates
Migration support — clean transition from Practice Reporting Tools, spreadsheet-based reporting, or whatever you've been piecing together
ilumenIQ onboarding — once your systems are in place, we connect everything and get you up and running in one session
Engagements scoped to your practice's needs Contact us →
Why ilumenIQ

Not another dashboard.
A decision system.

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

01
NOT JUST REPORTING →
Insight
We surface what the numbers mean, not just what they are.
02
NOT JUST INSIGHT →
Direction
We show you what changed, why it matters, and what deserves your attention.
03
NOT JUST DATA →
Decisions
You always know the state of your business and exactly where to focus next.

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

Early Access

Be among the first practices to use ilumenIQ.

We're launching with a small group of mental health and wellness practices to build and refine the product together. Early access members get founding benefits — and a direct line to the team.

Getting started
1
Connect your systems
Authorize the systems you have — EHR, accounting, payroll, or any combination. Takes minutes.
2
1-hour setup session
We walk through configuration, tailor your dashboard, and answer every question
3
You're running
Live data, real insights — no ongoing maintenance, no technical lift
Standard onboarding for every new practice — included at no extra cost
💰
Founding user pricing — locked in for life, regardless of future plan changes
🛠️
Direct input into feature development — your workflow shapes what we build next
🚀
Hands-on onboarding — a dedicated 1-hour session with our team to connect your systems, configure your dashboard, and get you running from day one
No credit card required. We'll reach out within 48 hours.
Built in partnership

Designed with practice owners, not around them.

ilumenIQ is being built alongside the mental health and wellness practice owners, clinical directors, and practice administrators who juggle multiple disconnected systems every day — not data engineers who've never seen a session note.

🧑‍⚕️
Practice Owner
GROUP THERAPY · 9 CLINICIANS
"I used to spend Sunday nights in my accounting system trying to figure out why the numbers felt off. Now I just know."
🧠
Clinical Director
BEHAVIORAL HEALTH · 2 LOCATIONS
"We finally caught a provider heading toward burnout before they handed in their notice."
🥗
Practice Administrator
NUTRITION & WELLNESS · 6 PROVIDERS
"Payroll used to be a surprise every two weeks. Now I can see the mismatch coming."