I'm Katherine Pacheco, founder of Healthalytics. Before I worked directly with practices, I spent years building data & analytics reporting for one of the largest Practice Management Organizations in South Florida — handling analytics for over 200 practices and thousands of providers across specialties. I've seen firsthand what separates the practices that scale from the ones that stay stuck reacting to problems instead of preventing them. I also have experience working with large healthcare start-ups who know that data driven decisions drives growth and opportunities. I now have the pleasure of bringing this experience directly to my clients.

I'm not a consultant who hands you a roadmap and disappears — or outsources the build to an offshore team. I build the solutions myself, which means everything in this guide comes from things I've actually implemented in a live practice, not theory I picked up from a course. Every KPI, every automation, every recommendation inside is something I've built and watched work — not a generic template.

This guide is the playbook I wish every practice had from day one: the KPIs that actually matter, the automations worth setting up first, and how to know when it's time to level up your systems. Practices that treat data as a priority are the ones growing right now — this is how you become one of them.