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Products/Medical Practice Business Manager
Healthcare

Medical Practice Business Manager

$24.99

One-time purchase · Instant download · Both formats included

Works with

Microsoft ExcelGoogle SheetsMac + WindowsiPad + ChromebookNo subscription required

Secure checkoutInstant delivery30-day refund

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Save with a Bundle

This template is included in these bundles. Get more templates and save:

Healthcare Practice Suite

2 templates included

$19.99
$34.98
-43%

Healthcare Practice Complete Business Bundle

4 templates included

$39.99
$71.97
-44%

What's Included

12 tabs, formulas pre-wired
Sample data plus a blank version
Conditional formatting and dropdowns set up
Works in Excel and Google Sheets

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 12-tab healthcare workbook. 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. Worksheets: Settings, Dashboard, Patient Volume, New Patient Tracker and 8 more. All formulas, conditional formatting, and data validation pre-built. Sample data loaded; blank version included. Excel (.xlsx) and Google Sheets.

Worksheets Included (12)

Settings
Dashboard
Patient Volume
New Patient Tracker
Staffing Schedule
Revenue & Collections
Insurance Aging
Provider Productivity
Expense Tracker
Practice P&L
Credentialing Tracker
Instructions

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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Common Questions

Does this work in Excel AND Google Sheets?
Yes. Every spreadsheet ships in two formats: a native .xlsx file (Excel 2016+) and a Google Sheets copy you can open in your browser. Formulas, formatting, and validation work identically in both. Pick whichever your team uses.
Will the formulas break if I add my own rows?
No. Formulas use structured references and dynamic ranges where it matters, so inserting rows mid-table extends the calculations automatically. The Instructions tab in each workbook explains which rows are formula-driven vs. your input.
Is there a password on the file?
Yes. The workbook is lightly sheet-protected to prevent accidental formula overwrites. The password is included in the Setup Guide PDF that ships with every purchase. You're free to unprotect any sheet once you're in.
What if I need a refund?
30-day money-back guarantee, no questions asked. Email hello@fennecpress.com with your order number and we'll process the refund within a business day.
Can I re-download the file later?
Yes. Create a free account at fennecpress.com/account after purchase and your downloads stay accessible. A copy also lands in the confirmation email you received at checkout.
Can I use this for my business / my clients?
Yes. You own your copy outright and can customize it, share it with your team, and use it for as many internal or client-facing projects as you want. You can't resell the template itself, but any work product you create using the template is entirely yours.
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Get this template in the Healthcare Practice Suite

2 templates for $19.99, save 43%

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