Group practice version now live!
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Built by a practice owner,
for practice owners.
This is not your ordinary spreadsheet.
Track your insurance claims, private-pay payments, business revenue, admin tasks, and practice data in one collective place.
meet your new private practice Lifeline 🤝
Wait...
How many clients do i have to see in a week to meet my money goals?
I wonder what's my average reimbursement per session
Are these number trending up or down?
what's my insurance revenue vs private pay revenue?
How many new clients am I getting each month?
What's the average number of clients I'm seeing on a monthly and weekly basis?
I hope I didn't miss any claims for the week.
is the referral still active?
How many sessions were authorized for the referral?
Did I remember to collect that copay?
Was I ever reimbursed for that denied claim?
You may have already created a spreadsheet (or two or three) to help keep track of it all but somehow it still feels chaotic with payments slipping through the cracks.
While I can't make the billing component of private practice actually go away, I can sure make it way less of a headache for you.
Between missed payments and the days and weeks (maybe even months) it takes for insurance to pay out, it's not hard for things to get lost. It's time to stop playing hide and seek with your money with this streamlined solution to effortlessly track it all in one place.
Feeling overwhelmed or scattered keeping up with your insurance billing and client payments?
Maybe your brain also pinballs through thoughts like these in the same 5 seconds they took to appear on your screen.
stay on top of your billing
AND IN THE KNOW OF YOUR NUMBERS
WITHOUT HAVING TO BE A SPREADSHEET EXPERT.
what's included:
tracker layout:
The practice dashboard compiles your session and revenue data in one place. Filled with graphs and easy to read tables, analyze trends in session count and revenue on a monthly and quarterly basis, track how many new clients you're bringing in a month, access the number of active clients, and monitor the average time it takes for your claims to be paid.
The Session Stats provides a thorough breakdown of your session data. Here you'll be able to track the number of monthly sessions for each payer type, place of service, session status, and service type. This data will then be funneled into the graphs you see on the Summary Sheet.
The Monthly and Weekly Practice Analytics sheets dive into the numbers behind your business. Access your monthly and weekly revenue and session data in one place.
The Session Calendar is the heart of this billing tracker. This is where you will spend the majority of your time throughout the week. This sheet is filled with automations and formulas to help you easily track payments and billing information as well as manage your day-to-day tasks.
The Client List includes all of your client's billing and insurance related information.
The fee schedule includes the billing and pricing details for all private pay and insurance based services that your practice offers.
invest in your peace of mind
one payment of
$ 295
two payments of
$ 160
By selecting purchase, you are agreeing to the Terms & conditions
Purchase Now
(solo practice)
for
solo practice
or
one payment of
$ 295
two payments of
$ 160
Purchase Now
(solo practice)
for
solo practice
or
one payment of
$ 395
two payments of
$ 220
Purchase Now
(group practice)
for
group practice
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Hey there!
I'm Hannah Steffen.
registered dietitian.
private practice owner.
spreadsheet enthusiast.
Spreadsheet formulas run in my blood (Kinda kidding...kinda not...). Growing up with an engineer father, I was raised on spreadsheets. What once prompted eye-rolls (sorry Dad!) has now turned into a life saver for my business (and my sanity).
As a business owner, I am always looking for new ways to streamline my processes and make my systems do the work for me. When it comes to staying on top of my billing and payments, this template was my solution. I'm confident it will be yours too.
your colleagues are loving this tracker, too!
don't just take my word for it
When you purchase the tracker, you will receive access to the Insurance Billing Tracker Google Sheets workbook as well as the tutorial videos via ThriveCart. They are set up as a course to walk you through step-by-step how to set up the tracker specifically for your practice.
What's all included in the tracker?
Short answer is yes! If you find yourself thinking, this billing tracker looks amazing but I really wish it could also do 'X'.... I've got you! I offer personalized customizations and add-on features created specifically to meet your needs. Reach out to me directly at hello@hannahsteffenrdn.com to inquire about pricing and availability.
Can I add customizations or additional features to the tracker specifically for my practice?
Once you purchase the tracker, it is yours for good! You will make a copy of the template in Google Sheets which will transfer ownership to you and the sheet will live in your Google Drive. There is no deadline to view the tutorial videos so you can take your time working through them and setting up your tracker. However, I recommend doing it right away so you can get this tracker working for you ASAP!!
How long will I have access to the tracker and tutorial videos?
No prior experience with Google Sheets required! The spreadsheet tracker has been created so the formulas do the heavy lifting. You will also receive step-by-step tutorials that walk you through everything you will need to know to set up and utilize your billing tracker.
Do I need to be proficient in Google Sheets?
Yes, as long as you have a Google Workspace (previously GSuite) account. There are a few easy steps to sign a BAA (Business Associate Agreement) with Google to protect all your client's PHI in this spreadsheet. Don't worry, instructions on how to do so will be provided!
Is the Insurance Billing Tracker HIPAA compliant?
let's get them answered.
have spreadsheet questions?
Take the first step towards greater efficiency and organization by purchasing the Insurance Billing Tracker today. Join other therapists and dietitians who have already experienced the difference this tracker makes. Simplify your billing tracking and focus on what truly matters – your clients.
Ready to revolutionize your billing process?
purchase the billing tracker
