Comprehensive financial tracker for your private practice.

Great for those dietitians that are detailed and want to track every aspect of their income and overhead.

Perfect for those with insurance based practices, those with private pay clients or both as well as for tracking our other sources of income.

Comes with 2 different spreadsheets

  1. Financial tracker – tracking your overall income (including patients) and expenses
    1. Cover Summary page to outline your yearly and monthly
    2. Expense summary to compare monthly variable and fixed expenses
    3. Expense tracker – monthly tracking of all your expenses. Enter by date and category and it will filter into the proper category and month.
    4. Monthly pages for tracking your income/overhead
  2. Patient income tracker – helps you to keep track of income specifically from your patients only. This is especially useful for those that have insurance based practices and for those selling monthly memberships/meal plans/etc.
    1. summary sheet with totals of insurance clients (copays/reimbursements) by month, OOP payments, payment plan tracking, meal plan trackers, etc.

Both trackers are EDITABLE and CUSTOMIZABLE to your specific practice needs

Video tutorial and support provided as needed.

Note: this sheet is created on google sheets and best used on that platform. It can be used on excel as well but some tweaking may need to be done with formatting.

Reviews

Average rating: 5.00 out of 5 stars
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  • Great resource to get my private practice finances in order. Easy to use.

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