Actionable Insights Using KPIs and Budgets

Kimberlee Gould
President and Founder, MEDbook Solutions

Speaker Bio

Date: Friday, September 28, 2018
Time: 11:30 AM to 12:30 PM
Instruction level: Intermediate


Key performance indicators (KPIs) and budgets are both necessary tools to ensure success in any business endeavor—including rehab therapy practice. In this course, attendees will learn how to use them to garner strategic and actionable insights to ensure their practice is on the right track. Here, you’ll learn everything need to know about budgets—from basic principles to step-by-step instructions on how to create one. You’ll also learn how to identify the specific KPIs you need to be monitoring to stay on budget—as well as how to analyze all of your business intelligence to make better, more informed decisions and improve your practice’s bottom line.


  1. Describe the importance of a budget as well as how to create an annual one.
  2. Identify the most important key performance indicators (KPIs) to track monthly and quarterly.
  3. Apply budget information, KPI results, and profit and loss numbers to make better, more informed business and financial decisions.