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Outpatient Therapy Authorization Tracker

An authorization tracker for outpatient PT, OT and SLP clinics: see how many visits are left on every authorization, which plans of care need a signature or a recert, and which progress reports are due. It opens in Microsoft Excel and in Google Sheets, has no macros and nothing to install, and is yours to reuse as often as you like.

What you get

  • Plans of Care with certified-through, sent and signed dates, frequency and an optional referral expiry; a recert is a new row, so the history stays
  • Progress reports counted in treatment days from the start of the episode, the way Medicare counts them
  • Authorizations in visits or units with used, remaining, burn ratio, projected use, the weekly pace you need and a submit-re-auth-by date
  • Visit Log with timed minutes and untimed codes; units calculate from timed minutes and every visit is checked against its authorization
  • Payer rules you control: which payers need an authorization, a progress report every N treatment days and how long a certification can run
  • Opens in Excel and in Google Sheets
$19.99one-time, no subscription
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Outpatient Therapy Authorization Tracker — the workbook open in Excel

What it does

What it looks like

Outpatient Therapy Authorization Tracker screenshot
Outpatient Therapy Authorization Tracker screenshot

Every tab in the workbook

These are the actual sheet names in the file, not a feature list.

Works in

Honest scope

This is an organizational template. It reports the data you enter. It does not determine mastery, eligibility or compliance, and it does not replace your district or clinic documentation system — those stay your professional judgement.

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Outpatient Therapy Authorization Tracker$19.99Buy on Etsy