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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
Why it matters

What connected data is actually worth.

Four things a group practice can only see once its EHR, financial, and payroll data are working together — not three separate reports.

See true profitability, not just revenue

A blended P&L can look healthy while individual clinicians, service lines, or payer relationships are quietly underperforming. Connecting clinical, financial, and payroll data surfaces that variance — not just the practice-wide average.

$12,000+
example annual margin recovered by identifying and adjusting one underperforming payer relationship (≈300 sessions/year)
Illustrative example based on stated assumptions — figures will vary by practice.

Know what a client is worth against what they cost to acquire

Blended acquisition cost turns into a concrete number once it's set against average revenue per session: how many sessions until a client is actually profitable, and how much runway retention insight adds beyond that point.

Acquisition cost & breakeven
$200
blended cost to acquire one client
~2 sessions
to recover that cost
Client lifetime value
$780
without insight — avg. 6 sessions before unnoticed drop-off
$1,170
with insight-driven outreach — avg. 9 sessions retained
+$390 in additional lifetime value per client saved
Illustrative example based on stated assumptions ($130 avg. session rate, $200 blended CAC).

Give your advisor a faster starting point

Bookkeepers, fractional CFOs, and CPAs serving group practices spend real time each month reconciling clinical and financial data before any actual advice can happen. A connected view removes that assembly step — their time goes toward guidance, not spreadsheets.

~$3,000/yr
estimated advisor time reclaimed across 4 quarterly preparations — no rebuilding the reconciliation from scratch each quarter
Illustrative example based on stated assumptions — figures will vary by practice.

Figures shown reflect published third-party research where cited. ilumenIQ is a new platform without live customer data yet — these are illustrations of what connected data makes possible, not reported customer outcomes.

How we compare

How the approaches stack up.

Categories reflect how practices solve this today — not named products. Here's where each approach is strong, and where it stops.

Yes / built-in ~ Possible but limited / manual No / not offered
Capability ilumenIQ EHR-Only Analytics Tools Generic BI Tools Custom-Built BI Consulting Manual Process (Spreadsheets / Exports)
EHR data (clinical volume, utilization, retention) Yes Yes ~Only if manually connected ~Only if built for you ~Manually pulled
Accounting / financial integration Yes Not typically offered ~Only if manually connected ~Only if built for you ~Manually pulled
Payroll integration Yes Not typically offered ~Only if manually connected ~Only if built for you ~Manually pulled
Metrics calculated across connected systems (not just EHR-native) Yes — built-in, beyond standard EHR reporting Single-source (EHR) metrics only ~Only if you build it yourself ~Possible, at custom-build cost ~Possible manually, rarely maintained
Interactive, drill-down views (not just static reports) Yes, drill into detail and reconfigure views (custom cards on roadmap) Fixed, pre-built reports only ~Possible, but requires building it yourself ~Possible, at custom-build cost Static exports only
True per-session / per-clinician margin Yes — only approach connecting all 3 sources Not possible ~Only if you build it yourself ~Possible, at custom-build cost ~Possible manually, dated by the time it's read
Domain-specific metric definitions (built-in, not DIY) Yes — mental health / wellness specific Yes, within EHR scope Fully generic — you define every metric Custom-built, one-off Whatever's manually set up
Setup / time to value Connect existing systems Generally fast, EHR-only setup Steep learning curve, often needs a dedicated analyst Weeks to months Manual effort repeated every period
Requires analytics / BI expertise to use No — built for owner-operators No Yes — must know how to model metrics yourself ~No to use, yes to build/change ~Depends on who's doing it
Works alongside your bookkeeper / CFO / CPA Yes — gives them a current, connected picture to advise from ~Clinical data only, financial picture stays separate ~Possible, but they'd have to build it ~Possible, at consulting cost ~This is their current starting point today
Cost structure Predictable subscription, tiered to data connected Subscription, EHR-only scope Software license + significant implementation/analyst time Custom project cost + ongoing retainer Recurring advisor fees + staff time