Medical Practice Business Manager
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Medical Practice Business Manager
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What's Included
Overview
Business and operations management for private medical practices, dental offices, and therapy clinics. Track patient volume, revenue, collections, insurance aging, provider productivity, and staffing.
A 11-tab workbook for healthcare operations. Handles patient volume tracking by provider and service type, revenue and collections rate with adjustments and write-offs, insurance aging: 30/60/90/120+ day claim tracking by payer, plus everything else you'd normally build yourself.
Worksheets include Dashboard, Patient Volume, Revenue & Collections, Insurance Aging and 7 more. All formulas and conditional formatting are pre-built. Sample data is included so you can see the template in action before making it your own.
Available in Excel (.xlsx) and Google Sheets.
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Scroll through tabs at the bottom to explore all worksheets.
Worksheets Included (11)
Key Features
- Patient volume tracking by provider and service type
- Revenue and collections rate with adjustments and write-offs
- Insurance aging: 30/60/90/120+ day claim tracking by payer
- Per-provider productivity: patients seen, revenue, RVUs
- Expense tracker for rent, staff, supplies, and equipment
- Weekly staffing schedule for clinical and admin staff
- New patient tracker with referral source and follow-up
- Credentialing tracker with insurance panel status and renewal
Ideal For
- Private practice owners
- Clinic administrators
- Dental offices
- Therapy practices
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