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Therapist Bundle for Private Practice

A therapist bundle for private practice: client intake, a practice manager with superbills, clinical hours toward licensure and CEU tracking, in four matching Excel files. The files open in Microsoft Excel and in Google Sheets, have no macros and nothing to install, and are yours to reuse as often as you like.

What you get

Every inquiry and intake step, from first call to first session
Sessions, fees, no-shows, balances, superbills, good faith estimates and income
Supervision and clinical hours toward licensure
Continuing-education credits and renewal dates
Not an EHR: keep clinical notes in your EHR
Opens in Excel and in Google Sheets

$34.99one-time, no subscription

Buy on Etsy

Instant digital download · one-time purchase · no subscription

Therapist Bundle for Private Practice — the workbook open in Excel

What it does

Every inquiry and intake step, from first call to first session
Sessions, fees, no-shows, balances, superbills, good faith estimates and income
Supervision and clinical hours toward licensure
Continuing-education credits and renewal dates
Not an EHR: keep clinical notes in your EHR

What it looks like

Therapist Bundle for Private Practice screenshot

What is in the bundle

Therapist Client Intake Tracker — every inquiry and intake step
Therapist Private Practice Manager — sessions, fees, balances, superbills and income
Clinical Hours Tracker — supervision and clinical hours toward licensure
CEU Tracker — continuing-education credits and renewal dates

Works in

Microsoft Excel 2019, 2021 and 365, Windows or Mac
Google Sheets: upload each .xlsx to Google Drive and open it with Google Sheets
No macros, no add-ins, no subscription

Honest scope

This is a planning and bookkeeping template, not tax or accounting advice. The numbers it reports are the numbers you enter.

Others in Bundles

Therapist Bundle for Private Practice$34.99Buy on Etsy