I will excel scheduling and billing tracker for your practice

Need a simple, reliable way to track appointments, payments and insurance claims? I will build a ready-to-use Excel scheduling and billing tracker for private practitioners such as therapists, nutritionists and small clinics.

Whats included:

Patients sheet: contact details and insurance information for each patient

Appointments sheet: date, duration, session fee, payment status, amount paid and balance due, calculated automatically

Billing / Claims sheet: insurance claims tracked separately from patient co-pays, with days pending calculated automatically

Dashboard: live KPIs for sessions this month, revenue collected, outstanding balance, pending claims and no-show count

A Start Here guide and color-coded editable cells, so you can start using it right away

I will also tailor the template to your practice: practice name, services, session fees, currency and insurance providers.

Important: this is an administrative tool for scheduling, billing and payment tracking only. It does not store clinical notes or diagnostic information.

Delivery is a ready-to-use .xlsx file, with no subscriptions or software to install beyond Excel or a compatible spreadsheet app.