Therapist Private Practice Spreadsheet, Excel and Google Sheets, Insurance Claims Tracker, Session Log, Counselor Income, Caseload

Therapist Private Practice Spreadsheet for Microsoft Excel and Google Sheets, instant digital download. Track every session, insurance claim, client balance and license renewal for your private practice, and see what the practice really earns each month. Perfect for therapists, counselors and social workers in private practice. ✨ NOW INCLUDES 4 FILES: Excel + Google Sheets, each in a SAMPLE version (filled with example data so you can see how it works) and a BLANK version (ready for your own numbers). ★ WHAT'S INCLUDED ★ • 15 tabs with a clickable Start Here page • Private Practice Dashboard: 16 KPI tiles (income, net profit, average per session, this month vs goal, active clients, open slots this week, sessions in the next 7 days, after tax set-aside, insurance outstanding, claims 30+ days old, denied claims, sessions not billed, client balances, no-show rate, average days to get paid and renewals due), a month by month table, your next sessions, claims to follow up, results by payer, upcoming renewals and 5 charts • Session Log (1,500 rows): date, time, client ID, service, in person or telehealth, status and a charge or waive choice for missed sessions, with the fee type, payer, session fee, copay, what the client owes, the insurance amount and the claim status filled in for you • Clients (80 rows): client ID or initials only, fee type (self-pay, sliding scale or insurance), payer, agreed fee, copay, how often they come, referral source and insurance authorization, with sessions, missed sessions, last and next session, charges, payments, balance and a heads-up flag • Insurance Claims (900 rows): pick the session number and the date, client, payer and expected amount fill in. Track submitted, pending, paid, partially paid, denied and written off claims, days outstanding, aging (0-30 to 90+), paid vs expected and the next step • Payments (1,500 rows): session fees, copays and missed-session fees, collected by month and method, and a list of clients with a balance • No-Shows & Fees: missed sessions by month, client and weekday, fees charged, waived and collected, and lost session value, with 2 charts • Calendar: a month view showing how full each day is against your daily capacity, a day sheet and the month at a glance • Caseload & Capacity: sessions per week against your target and maximum for 17 weeks, open slots, your caseload by status, frequency and fee type, and a caseload builder what-if • Rate & Goal Calculator: the average fee you need for your income goal, a sliding scale builder with 6 tiers and a raise-your-rate what-if • CE & Licenses: renewal dates for licenses, certifications, liability insurance and credentialing, CE hours earned and still needed per cycle, and a 150-row CE log • Expenses (400 rows) by category, a monthly Profit & Loss with tax set-aside, and a Payer Report by payer, fee type, service, format and referral source • 19 charts in total and sample data from a busy solo practice ★ PERFECT FOR ★ ✓ Therapists, counselo