Private Practice Bundle
The Caseload Tracker, Money Ledger and License & CE Renewal Tracker together, normally $57.
Sparta Labs is a small studio making practical spreadsheet templates for therapists and small practices.
See the templatesFree Try the free Lite version first
Lite holds up to 5 clients, 60 sessions and 3 insurance authorizations in Excel or Google Sheets. The full tracker raises those limits to 200 clients, 1,000 sessions and 200 authorizations.
Instant digital downloads for Excel and Google Sheets.
The Caseload Tracker, Money Ledger and License & CE Renewal Tracker together, normally $57.
Insurance authorizations, no-show and late-cancel fees, balance aging and a waitlist in one spreadsheet.
Details and screenshots Also on Etsy
Free Try the free Lite version first
Lite holds up to 5 clients, 60 sessions and 3 insurance authorizations in Excel or Google Sheets. The full tracker raises those limits to 200 clients, 1,000 sessions and 200 authorizations.
Practice income, unpaid claims, monthly profit and quarterly tax set-asides in one workbook.
Every license, renewal date and CE hour in one place, even across states.
See where every authorization stands: units used, scheduled and remaining, and the date they'll run out.
A free starter spreadsheet for solo therapists: track 5 clients, 60 sessions and 3 insurance authorizations in Excel or Google Sheets.
These are spreadsheet templates. They are not an EHR, and they are not a HIPAA compliance solution. You are responsible for how you store and protect client information.
Questions about a template, a problem with a download, or an idea for a template you'd like us to make? Email us.
Using one of our templates? Tell us what's working and what to add.
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