Private Practice Superbill & Claim Tracker
The billing side of a solo therapy practice, tracked properly: what you billed, what actually landed, which claims are aging past 90 days, and which payer is quietly denying more than the rest. It opens in Microsoft Excel and in Google Sheets, has no macros and nothing to install, and is reusable every school year.
What it does
- Billed, collected and outstanding, calculated from the session log
- Average days to payment, so you know who is slow
- Denial rate overall and per payer
- Claim aging bucketed into current, 31-60, 61-90 and 90 plus
- Anything past 90 days flagged in red
- Payer summary — submitted, paid, denied, average days, per payer
- A one-page client statement that pulls from the session log
- Rates held per client and applied to sessions automatically
Every tab in the workbook
These are the actual sheet names in the file, not a feature list.
- Dashboard
- Session Log
- Claim Aging
- Payer Summary
- Superbill
- Client Roster
- Getting Started
What it looks like
Works in
- Microsoft Excel 2016 or later, Windows and Mac
- Google Sheets - upload to Drive and open
- No macros, no add-ins, no subscription
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.