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Therapist Practice Management Spreadsheet

A practice management spreadsheet for private practice: log each session once and fees, no-show charges, client balances and superbills fill in on their own. 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

Session log that fills in CPT code, fee, copay and no-show or late-cancel fee
Payments applied oldest-first, with balances aged Current to 90+ days
Printable superbill generator with CPT, POS, modifiers and diagnosis codes
Good Faith Estimate generator for self-pay clients
Monthly income, expenses, net and tax set-aside
Opens in Excel and in Google Sheets

$24.99one-time, no subscription

Buy on Etsy

Instant digital download · one-time purchase · no subscription

Therapist Practice Management Spreadsheet — the workbook open in Excel

What it does

Session log that fills in CPT code, fee, copay and no-show or late-cancel fee
Payments applied oldest-first, with balances aged Current to 90+ days
Printable superbill generator with CPT, POS, modifiers and diagnosis codes
Good Faith Estimate generator for self-pay clients
Monthly income, expenses, net and tax set-aside
Capacity Planner that answers "Can I take another client?"

What it looks like

Therapist Practice Management Spreadsheet screenshot

Every tab in the workbook

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

Practice Dashboard
Sessions
Superbill
Balances & Reports
Capacity Planner

Works in

Microsoft Excel 2016 or later, Windows and Mac
Google Sheets — upload to Drive and open
No macros, no add-ins, no subscription

Others in Practice & Clinic Tools

Therapist Practice Management Spreadsheet$24.99Buy on Etsy